Keckley Report January 26, 2022
The 40th Annual JP Morgan Healthcare Conference the second week of January was a virtual event for the second year in a row. It’s the perennial Woodstock where healthcare investors hear company exec’s tout their plans under the watchful eye of JP Morgan Chase, one of the Big Four healthcare investment bankers along with Goldman Sachs, Morgan Stanley and Citibank.
The backdrop this year was different than last: the newness of the Biden administration and the omicron pandemic prefaced each presenter’s commentary. And like last year, healthcare investor sentiment was upbeat and understandably so: 2020 and 2021 have produced stellar returns for private equity and venture capital investors in healthcare.
In presentations by health systems (21 health systems participated including...