Thursday, January 08, 2009

JP Morgan Healthcare Conference

It’s time to focus on the JPMorgan 27th Annual Healthcare Conference, which takes place next week in San Francisco. Lots of pharma / biotech companies will be providing preliminary 2009 guidance so keep your eyes and ears open. I’m keeping a close eye on Genentech (Ticker: DNA) and Genzyme (Ticker: GENZ). Genentech reports next week and I’m sure there will be talk about the Roche’s plan to acquire Genentech. Genzyme will be providing a preliminary 2009 guidance. I have holdings in the following biotech companies: Amgen (Ticker: AMGN), Biogen (Ticker: BIIB), Genentech, Genzyme, Life Technologies (Ticker: LIFE) and Qiagen (Ticker: QGEN).


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