The Buzz at JP Morgan--Devices: No Longer the Conference Stepchild

Over the past five years, big cap device companies have been some of the strongest performers among all life science stocks, and this year's conference represented something of a renaissance of device companies. However, most interesting wasn't so much the revival of interest in device stocks itself, but the message that device companies sent and that investors are embracing: "Forget about the hype; slow and steady wins the race."

The JP Morgan Annual Healthcare Conference—a.k.a. H&Q—is the first major medical business gathering of the year, and, with 6,700 attendees, certainly the largest. As important for business development and M&A executives as it is for investors, the meeting—280 presentations and millions of hallway and cocktail party conversations--is the best place to gauge industry sentiment, to sound the investor mood, and to try to predict not merely how different segments will perform, but how they'll influence each other. In the following two articles, we attempt to do just that.

Woody Allen once complained of a restaurant that "the food was lousy and the portions were small." Device companies have...

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