2018年-德勤全球_2019_JP_Morgan_Health_Care_Investor_Conference_2页_394kb

2019 Deloitte Events Concurrent to J.P. Morgan Health Care Conference Summary

Core Content

The document outlines a series of Deloitte events and sessions that were held concurrently with the J.P. Morgan Health Care Conference in 2019. These events cover a wide range of topics within the life sciences and health care sectors, including M&A trends, investment opportunities, digital health, regulatory updates, and strategic considerations for various sub-sectors. The content is structured around different themes, each featuring key speakers and insights from Deloitte professionals across various regions and practices.

Main Topics and Key Points

1. M&A Trends and Investment Opportunities

• Leadership Session Topics: A session focused on leadership and M&A strategies was held, highlighting the importance of strategic alignment and value creation in mergers and acquisitions.
• Life Sciences and Health Care M&A Trends (US): This session, led by Susan Dettmar, Simon Gisby, and Phil Pfrang, discussed the evolving landscape of M&A in the health care sector, emphasizing the need for adaptability and innovation.
• Global M&A Trends: A global session featured leaders from Deloitte offices in Australia, UK, Canada, Japan, Germany, and Mexico, addressing the international dynamics of M&A in life sciences and health care.

2. Oncology M&A Trends

• Varun Budhiraja and Susan Dettmar explored the M&A trends in oncology, focusing on the growth of targeted therapies and the integration of technology in treatment development.

3. Digital Therapeutics

• Brett Davis and Susan Dettmar highlighted the convergence of pharma and technology in digital therapeutics, noting the potential for innovation and investment in this space.

4. The Future of Health

• Neal Batra, Simon Gisby, and Amry Junaideen discussed the evolving health ecosystem, including the role of digital transformation and the shift towards value-based care.

5. Health Tech Investment

• Simon Gisby, James Gorayeb, and Pete Micca addressed the opportunities in health tech, emphasizing the importance of investing in digital health solutions and data-driven platforms.

6. Divestiture Strategies

• Chris Caruso, Nick Cirignano, Jenny Gilmore, and Jeremy Martin shared insights on maximizing value during divestiture processes, including strategies for successful sales, carveouts, spins, and IPOs.

7. Outsourced Services to Health Plans

• James Gorayeb provided an overview of the outsourcing trends in health plan services, discussing the implications for cost efficiency and operational flexibility.

8. Commercial Success of NextGen Therapies

• Amit Agarwal, Hussain Mooraj, and Sanjay Srivastava outlined winning strategies for the commercial success of next-generation therapies, including market access and patient engagement.

9. Behavioral Health Sector Investing

• Bill Siren and Rishi Patel explored investment opportunities in the behavioral health sector, focusing on the growing demand for mental health services and the role of technology in improving care delivery.

10. Post-Acute Care (PAC) Trends

• Lisa Ahern and Todd Patnode discussed the alignment dynamics and emerging trends in post-acute care, highlighting the development of continuing care networks and the need for integrated care models.

11. Alternative Payment Models

• Mark Bethke and Kumar Kanisan examined the drivers behind the shift towards alternative payment models, including value-based care and the role of payers and providers in this transformation.

12. Regulatory Update

• Daniel Esquibel provided an update on the regulatory landscape affecting the life sciences and health care sectors, emphasizing compliance and risk management.

13. Cybersecurity in Digital Health

• Will Engelbrecht and Russell Jones discussed the critical importance of cybersecurity for investors and acquirers in the digital health space, addressing data protection and risk mitigation.

14. Outsourced Pharma Services

• Dawn Anderson, Stav Gregoriou, Neil Lesser, and Amar Shah identified key sectors and companies to watch in the outsourced pharma services industry, focusing on R&D and manufacturing capabilities.

15. Physician Practice Management and EMR

• Dorrie Guest and Nick Massiello explored the integration of specialty EMR systems and the management of physician practices, highlighting the role of technology in improving care delivery and operational efficiency.

16. Overseas Tech Acquisition for China's Health Care

• Kenneth J. DeWoskin, Ph.D., discussed the potential of overseas technology acquisitions to address challenges in China's health care system, emphasizing the need for strategic partnerships and innovation.

17. Generics Pharma Industry Disruption

• Faith Glazier analyzed the disruption and investment strategies in the generics pharma industry, noting the impact of regulatory changes and the rise of biosimilars.

18. Return on Capital Analysis

• Teresa Leste provided insights into the return on capital analysis for life sciences and health care companies, focusing on financial performance and investment returns.

Key Information

• The events covered a broad spectrum of topics, from M&A strategies to digital health and regulatory compliance.
• Key speakers included senior leaders from Deloitte Consulting LLP, Deloitte Corporate Finance LLC, and Deloitte & Touche LLP.
• The document emphasizes the importance of innovation, technology integration, and strategic decision-making in the health care and life sciences sectors.
• It also highlights the need for investors and acquirers to be aware of regulatory and cybersecurity challenges in the evolving digital health landscape.
• The focus on value creation, operational efficiency, and market access is central to many of the sessions, reflecting the current priorities in the industry.

Conclusion

The 2019 Deloitte events concurrent with the J.P. Morgan Health Care Conference provided valuable insights into the future of the health care and life sciences sectors. By focusing on M&A trends, digital transformation, regulatory updates, and investment strategies, the sessions aimed to equip industry professionals with the knowledge needed to navigate the complex and rapidly changing health care landscape.