PresentationTerence FlynnEquity Analyst Great. Thanks for joining us, everybody. I'm Terence Flynn, Morgan Stanley's U.S. biopharma analyst. I'm very pleased to be hosting Johnson & Johnson this afternoon. Joining us from the company, we have Joaquin Duato, the company's Chairman and CEO; and John Reed, Executive Vice President, Head of Pharma R&D. Thank you both so much for being here. Before we get started, for important disclosures, please see the Morgan Stanley research disclosure website at www.morgans ...

PresentationTerence FlynnEquity Analyst Great. Thanks for joining us, everybody. I'm Terence Flynn, Morgan Stanley's U.S. biopharma analyst. I'm very pleased to be hosting Johnson & Johnson this afternoon. Joining us from the company, we have Joaquin Duato, the company's Chairman and CEO; and John Reed, Executive Vice President, Head of Pharma R&D. Thank you both so much for being here. Before we get started, for important disclosures, please see the Morgan Stanley research disclosure website at www.morgans ...

PresentationTerence FlynnEquity Analyst Great. Good morning. Thanks for joining us, everybody. I'm Terence Flynn, Morgan Stanley's U.S. Biopharma Analyst. I'm very pleased to be hosting Arcus this morning. Joining us from the company, we have Jennifer Jarrett, the company's COO and Richard Markus, the company's CMO. Thank you both so much for being here. Really looking forward to catching up. Before we get started, for important disclosures, please see the Morgan Stanley research disclosure website at www.m ...

PresentationTerence FlynnEquity Analyst All right. Great. Good morning. Thanks for joining us, everybody. I'm Terence Flynn, Morgan Stanley's U.S. biopharma analyst. Very pleased to be kicking off the third day of our conference this morning, hosting Nurix, and we have Arthur Sands, the company's President and CEO. Thanks so much, Arthur. Before we get started, just for important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. If you have ...

PresentationTerence FlynnEquity Analyst Great. Thanks for joining us, everybody. I'm Terence Flynn, Morgan Stanley's U.S. biopharma analyst. Very pleased to be hosting Royalty Pharma this afternoon. Joining us from the company, we have Pablo Legorreta, who is the company's Founder and CEO; and Terry Coyne, the company's CFO. Thank you both so much for being here. I've just got to read a disclosure statement first before we get started. Please see the Morgan Stanley research disclosure website at www.morgans ...

September 9, 2025 12:15 AM GMT China Healthcare | Asia Pacific M Update China Biotech: Global Healthcare Conference Wrap - Day 1 Key Takeaways Next-gen IO therapy a common topic on Day 1: The day kicked off with SMMT's (not covered) update call on WCLC data reported over the weekend (note), the next-gen IO thematic carried over into several discussions throughout the day. Companies maintained data consistency and overall survival (OS) benefits as open questions. China R&D importance: Numerous companies comm ...

September 5, 2025 08:00 AM GMT Healthcare | North America Healthcare Policy Playbook 2.0 As the policy backdrop continues to evolve, our Healthcare & Public Policy Strategy teams update the latest topical regulatory dynamics, subsector impacts and stock implications. Regulatory shifts will be a key theme as we head into the MS Global Healthcare Conference next week (Sept. 8-10). Key Takeaways US Public Policy Strategists' Perspective: On tariffs, we expect the US to impose sectoral tariffs on pharmaceutical ...

M BluePaper September 4, 2025 08:58 PM GMT Healthcare Exploring how AI can bend the US healthcare cost curve US healthcare spending is growing on an unsustainable path, driven by aging population and rising costs. The gap between US and peer countries has been widening. We explore how AI can potentially help bend the cost curve between now and 2050. Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a ...

会议背景 - Citi花旗银行举办Biopharma Back To School Summit生物制药返校峰会 由生物科技分析师Yigal Nochomovitz主持[1] - Arcus Biosciences公司管理层参与会议 包括首席执行官Terry Rosen、首席运营官Jennifer Jarrett及投资者关系主管Pia Eaves[2] 公司近期进展 - 公司近期季度表现突出 特别是在ASCO美国临床肿瘤学会年会上有积极进展[3] - 公司核心产品caszimberlin在秋季将有多个重要催化剂事件[3]

PresentationAll right. Good afternoon. Welcome to the Cantor Global Healthcare Conference. My name is Carter Gould, covering large-cap biopharma. I am honored to welcome Regeneron to the stage. Joining us, CFO, Chris Fenimore, as well as Ryan Crowe, who heads up the strategy and IR team. So guys, welcome. Thank you very much for joining us.Ryan CroweSenior Vice President of Investor Relations & Strategic Analysis Yes. So now we'll get right to it. I would like to remind you that remarks made today may inclu ...