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J.P. Morgan Day Two: Playing Up Potential In The Year Ahead

 
• By Scrip Team

Daily notebook from the J.P. Morgan Healthcare Conference: Small and mid-size companies take the stage to lay out their guidance for the year, while big pharma is pushed on strategy and business development. Updates from GSK, Mirati, Sarepta, Amgen and US FDA commissioner Robert Califf.

J.P. Morgan Daily Notebook: Day 2
• Source: Shutterstock

GSK plc CEO Emma Walmsley made her debut at J.P. Morgan five years ago, outlining an ambitious strategy to turn the company into an oncology powerhouse. That vision has not become a reality and now it appears, from Walmsley's comments this year that the company is ready to take the hit on the chin.

Oncology as a priority therapeutic area received hardly a passing mention, while infectious disease and HIV were highlighted as key...

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