The J.P. Morgan Healthcare Conference always kicks off the year providing a barometer of what key companies in the industry are thinking about for the year ahead. While most of the online chatter is about the events surrounding the conference, we’ll be focusing our energy on digesting the updates from the various companies presenting.
This year, instead of cramming everything into a single Sunday edition of Weekly Health Tech Reads, we’re doing something new: a short-run, pop-up newsletter for readers who want deeper and more timely coverage of key strategic insights from presentations at JPM.
Kevin (on-site) and Martin will be attending company presentations, investor sessions, and the usual JPM circuit — and distilling what we’re seeing into clear strategic takeaways you can actually use.
A daily newsletter Monday-Thursday featuring our exclusive analysis, delivered ~6am PST* (Each edition will include:
Key strategic insights from company presentations and conversations the day before
Themes we’re seeing emerge in real time (business models, capital markets, AI, policy, reimbursement, etc.)
A look ahead at the coming day’s most important presentations and events
*If you sign up after 6am PST on Monday, January 12th, you’ll receive Monday’s newsletter by 5pm PST.
Based on a tentative agenda we’ve seen for company presentations Monday - Thursday, here is a list of companies we plan on covering:
Monday
Astrana Health Inc (ASTH)
Cleveland Clinic
Datavant
Innovage Holding Corp (INNV)
Intermountain
Machinify
Modernizing Medicine
Monogram Health
Open Evidence
Teladoc Health Inc (TDOC)
Tuesday
Abridge
Cityblock
Concert AI
Ensemble
Fresenius Medical Care AG (FMS)
GoodRx Holdings Inc (GDRX)
HealthEquity Inc (HQY)
Novo Nordisk (NVO)
Option Care Health Inc (OPCH)
PointClickCare
Smarter Technologies
Wednesday
Alignment Healthcare Inc (ALHC)
Aveanna Healthcare Holdings (AVAH)
Duly Health
Omada Health OpenAI (panel)
Somatus
Talkiatry
ThymeCare
Thursday
Clover Health (CLOV)
Talkspace Inc (TALK)
If you’d like to see other company presentations included, let us know and we will try our best to accommodate. We cannot guarantee we will cover every one of these companies, this is a representative list.
Anyone looking to translate signals from JPM presentations into real-world strategic decisions:
Healthcare operators and founders
Venture capital, private equity, and other public markets investors
Strategy, corp dev, and innovation leaders
$349 for all daily newsletters, Monday-Thursday.
Health Tech Nerds Community Members can save $100 with code MEMBERJPM (honor system applies).