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Panel Presentations

Room: Versailles

Tuesday June 20, 2017


Patient Perspective: Cystic Fibrosis

Date: Tuesday June 20, 2017
Time: 8:00AM
Moderator: Liisa Bayko, Managing Director & Senior Biotechnology Analyst, JMP Securities
Patient: Keith J., Cystic Fibrosis Patient
Description: A first person narrative on living with CF into middle age and navigating clinical trials and treatment options

Panel Discussion: Cystic Fibrosis Pipeline

Date: Tuesday June 20, 2017
Time: 8:30AM
Moderator: Liisa Bayko, Managing Director & Senior Biotechnology Analyst, JMP Securities
Panelists: Celtaxys (Private), Corbus Pharmaceuticals Holdings, Inc. (CRBP), ProQR Therapeutics N.V. (PRQR), Savara Inc. (SVRA) 
Description: A discussion of emerging treatment options from development-stage companies

Presentation Topic: The Pricing and Reimbursement Landscape in Rare Diseases

Date: Tuesday, June 20, 2017
Time: 10:00AM
Moderator: Liisa Bayko, Managing Director & Senior Biotechnology Analyst, JMP Securities
Expert Presenter: Russell Teagarden – PharmD, former senior VP at Medco Express Script and former VP at NORD (National Organization for Rare Disease)
Description: A discussion of pricing and reimbursement dynamics in rare diseases

Panel Discussion: Developing and Commercializing Drugs for Rare Diseases

Date: Tuesday, June 20, 2017
Time: 10:30AM
Moderator: Liisa Bayko, Managing Director & Senior Biotechnology Analyst, JMP Securities
Panelists: MyoKardia, Inc. (MYOK), Retrophin, Inc. (RTRX), Strongbridge Biopharma plc (SBBP)
Description: A discussion of opportunities and challenges in developing and commercializing drugs for ultra-orphan indications

Expert Presenter: NASH – The Path to Non-Invasive Diagnostics

Date: Tuesday, June 20, 2017
Time: 12:00PM
Moderator: Liisa Bayko, Managing Director & Senior Biotechnology Analyst, JMP Securities
Presenter: Scott Friedman, M.D., Dean for Therapeutic Discovery, Chief, Division of Liver Diseases, Fishberg Professor of Medicine
Description: An in-depth look at the need for new approaches to diagnose patients with NASH, the different approaches in development, and the regulatory path

Panel Discussion: NASH and Drug Targets

Date: Tuesday, June 20, 2017
Time: 12:30PM
Moderator: Liisa Bayko, Managing Director & Senior Biotechnology Analyst, JMP Securities
Panelists: Axcella Health, Inc. (Private), Enanta Pharmaceuticals, Inc. (ENTA), Madrigal Pharmaceuticals, Inc. (MDGL),
Scott Friedman M.D. Dean for Therapeutic Discovery, Chief, Division of Liver Diseases, Fishberg Professor of Medicine
Description: A look at new mechanisms and compounds in development for NASH

Presentation Topic: Complement Inhibition – Background and Opportunities for Disease Intervention

Date: Tuesday, June 20, 2017
Time: 1:30PM
Moderator: Liisa Bayko, Managing Director & Senior Biotechnology Analyst, JMP Securities
Presenter: Scott R. Barnum, PhD., Professor of Microbiology, University of Alabama at Birmingham
Description: A discussion of the complement system and areas for disease intervention

Patient Perspective: Nontuberculous Mycobacteria (NTM)

Date: Tuesday, June 20, 2017
Time: 3:00PM
Moderator: Liisa Bayko, Managing Director & Senior Biotechnology Analyst, JMP Securities
Patient: Katie K.
Description: A first-person conversation about living with NTM from a healthcare practitioner who has coped with her own NTM and started a patient advocacy group.

Panel Discussion: Innovations in Ophthalmology

Date: Tuesday, June 20, 2017
Time: 4:00PM
Moderator: Donald Ellis, Managing Director, Research – Specialty Pharmaceuticals, JMP Securities
Panelists: Clearside Biomedical Inc. (CLSD), Ocular Therapeutix, Inc. (OCUL), Daniel Kiernan, MD Vitreoretinal Eye Surgeon, Ophthalmic Consultants of Long Island
Description: The panel will include a KOL physician and two exciting drug development company CEOs. Leading innovations in multibillion dollar markets in glaucoma, cataract, and back-of-the-eye conditions will be discussed. Investors will hear from a practicing ophthalmologist on how the market is likely to accept and adopt drugs in development at Ocular Therapeutix (OCUL) and Clearside Biomedical Inc. (CSLD).

Room: Versailles

Wednesday, June 21, 2017


Presentation Topic: Hospital Drug Launches – The Formulary Process

Date: Wednesday, June 21, 2017
Time: 8:00AM
Moderator: Jason Butler, Managing Director, Research – Biotechnology, Neurology, Oncology/ Hematology, JMP Securities
Presenter: Dr. Christopher Gharibo, MD, Associate Professor of Anesthesiology and Orthopedics at NYU School of Medicine
Description: Formulary acceptance is essential for hospital drugs. We discuss the process, recent dynamics, and the outlook for formulary acceptance with management teams from our coverage universe that have experience navigating this process.

Panel Discussion: Hospital Drug Launches – The Formulary Process

Date: Wednesday, June 21, 2017
Time: 8:30AM
Moderator: Jason Butler, Managing Director, Research – Biotechnology, Neurology, Oncology/ Hematology, JMP Securities
Panelists: Edge Therapeutics, Inc. (EDGE), Recro Pharma, Inc. (REPH), Trevena Inc. (TRVN), Dr. Christopher Gharibo, MD, Associate Professor of Anesthesiology and Orthopedics at NYU School of Medicine
Description: Formulary acceptance is essential for hospital drugs. We discuss the process, recent dynamics, and the outlook for formulary acceptance with management teams from our coverage universe that have experience navigating this process.

Expert Presenter: The Future of Pain Management – Appropriate Use of Opioids

Date: Wednesday, June 21, 2017
Time: 12:00PM
Moderator: Jason Butler, Managing Director, Research – Biotechnology, Neurology, Oncology/ Hematology, JMP Securities
Presenter: Dr. Neel Mehta MD, Medical Director of Pain Medicine at Weill- Cornell Pain Medicine Center
Description: We will discuss the current use of opioids in pain management, concerns with the use and abuse of opioids, and the outlook for the future of opioid use with the potential to mitigate abuse.

Panel Discussion: Opioid

Date: Wednesday, June 21, 2017
Time: 12:30PM
Moderator: Jason Butler, Managing Director, Research – Biotechnology, Neurology, Oncology/ Hematology, JMP Securities
Panelists: Egalet Corporation (EGLT), Insys Therapeutics, Inc. (INSY)
Description: Adequate pain relief remains a large unmet need in the U.S. while the opioid epidemic continues to grow at a rapid pace. Companies are developing abuse-deterrent opioids or non-opioid pain treatments, but what will it take to break the epidemic and are we making progress on both fronts (i.e., treatment and abuse)?

Expert Presenter: Unmet Needs in CV / Metabolic Disease

Date: Wednesday, June 21, 2017
Time: 2:00PM
Moderator: Jason Butler, Managing Director, Research – Biotechnology, Neurology, Oncology/ Hematology, JMP Securities
Presenter: Henry Ginsberg, Head, Division of Preventive Medicine and Nutrition; Program Director, General Clinical Research Center at Columbia University Medical Center
Description: We will discuss recent developments and future outlook for drugs for lipid management, in particular upcoming clinical events, the regulatory environment, and pharmacoeconomics/reimbursement.

Room: Library

Tuesday, June 20, 2017


Expert Presenter: Sleep Disorders and Sleep Disturbances in Underlying CNS Diseases

Date: Tuesday, June 20, 2017
Time: 8:00AM
Moderator: Jason Butler, Managing Director, Research – Biotechnology, Neurology, Oncology/ Hematology, JMP Securities
Presenter: Dr. Marc Cantillon, MD, Professor at Robert Wood Johnson Medical School
Description: Sleep disturbances are an effect of a number of disorders of the central nervous system, including schizophrenia and Parkinson’s disease. In addition to the more obvious non-24 disorder in the blind, we will discuss with our panelists the importance of these sleep irregularities and how they may be addressed.

Company Panel Discussion: Sleep Disorders and Sleep Disturbances in Underlying CNS Diseases

Date: Tuesday, June 20, 2017
Time: 9:00AM
Moderator: Jason Butler, Managing Director, Research – Biotechnology, Neurology, Oncology/ Hematology, JMP Securities
Panelists: Avadel Pharmaceuticals, plc (AVDL), Minerva Neurosciences, Inc. (NERV), Vanda Pharmaceuticals Inc. (VNDA)
Description: Targeting the organ sometimes described as the “most complicated object in the universe” is no small feat. We discuss the development of effective and safe therapeutics for neurological indications with several of our covered companies.

Panel Discussion: Innovations in Dermatology

Date: Tuesday, June 20, 2017
Time: 10:00AM
Moderator: Donald Ellis, Managing Director, Research – Specialty Pharmaceuticals, JMP Securities
Panelists: Aclaris Therapeutics, Inc. (ACRS), Menlo Therapeutics Inc. (Private), Dr. Robert Kaplan, MD, Assistant Professor Dermatology University of Tennessee
Description: Panel will include two innovative drug development company CEOs and a medical dermatologist. A brief company overview will be followed by a Q&A session including the entire panel. Investors will learn how a practicing medical dermatologist views the market opportunities for each company and the challenges with current therapies and drugs in development at other companies. Topics may include but not be limited to alopecia, itch, and seborrheic keratosis.

Expert Presenter: The Emerging Landscape of Orphan CNS Disorders

Date: Tuesday, June 20, 2017
Time: 12:00PM
Moderator: Jason Butler, Managing Director, Research – Biotechnology, Neurology, Oncology/ Hematology, JMP Securities
Presenter: Dr. Karen Ballaban-Gil, MD, Associate Professor of Clinical Neurology and Clinical Pediatrics at Albert Einstein College of Medicine; Associate Director of the Montefiore Medical Center Sleep-Wake Disorders Center
Description: We discuss the outlook for treatments for orphan CNS indications with our CNS-expert physician.

Company Panel Discussion: The Emerging Landscape of Orphan CNS Disorders

Date: Tuesday, June 20, 2017
Time: 1:00PM
Moderator: Jason Butler, Managing Director, Research – Biotechnology, Neurology, Oncology/ Hematology, JMP Securities
Panelists: Aevi Genomic Medicine, Inc. (GNMX), Marinus Pharmaceuticals, Inc. (MRNS); Ovid Therapeutics Inc. (OVID)
Description: A growing, but still limited, number of companies are attempting to address orphan (<200k U.S. prevalence) indications that are centered on the CNS. These indications have been historically difficult because of their roots in complex genetics and/or the development of the brain however, recent research has suggested potential new avenues, which are being pursued by these companies.

Company Panel Discussion: Neuromuscular Disorders

Date: Tuesday, June 20, 2017
Time: 2:00PM
Moderator: Jason Butler, Managing Director, Research – Biotechnology, Neurology, Oncology/ Hematology, JMP Securities
Panelists: Cytokinetics, Incorporated (CYTK), Flex Pharma, Inc. (FLKS), WAVE Life Sciences Ltd. (WVE)
Description: The area of neuromuscular disorders is a complex space, with companies approaching treatment from the aspect of improving nerve function or muscle function. We discuss the difficulties and opportunities in treating neuromuscular disorders, thoughts around therapeutic development and the concomitant patient, payer, regulatory, and commercial aspects with some of our neuromuscular-focused companies.

Room: Library

Wednesday 6/21/2017


Parent Perspective: Duchenne Muscular Dystrophy (DMD)

Date: Wednesday, June 21, 2017
Time: 8:00AM
Moderator: Liisa Bayko, Managing Director & Senior Biotechnology Analyst, JMP Securities
Parent: Jenn M.
Description: A personal conversation with a mother raising two boys with DMD and her experience with Exondys 51.

Panel Discussion: Duchenne Muscular Dystrophy (DMD) Pipeline

Date: Wednesday, June 21, 2017
Time: 8:30AM
Moderator: Liisa Bayko, Managing Director & Senior Biotechnology Analyst, JMP Securities
Panelists: Sarepta Therapeutics, Inc. (SRPT), Summit Therapeutics plc (SMMT); Jenn M., DMD parent; Dr. Susan Manganaro, Clinical Assistant Professor of Neurology at Stony Brook University School of Medicine; Medical Director of the Duchenne Muscular Dystrophy Comprehensive Care Center at Stony Brook Children’s
Description: A conversation about the DMD pipeline, from new exon-skipping approaches to utrophin and gene therapy.

Presentation Topic: HBV Background and Pipeline

Date: Wednesday, June 21, 2017
Time: 10:00AM
Moderator: Liisa Bayko, Managing Director & Senior Biotechnology Analyst, JMP Securities
Presenter: Timothy M. Block, PhD – Founder and President of the Baruch S. Blumberg Institute and the Hepatitis B Foundation
Description: A deep dive into HBV virology and a discussion of the different mechanisms in the pipeline

Company Panel Discussion: Hepatitis B (HBV) – How Do We Get From Here to Cure?

Date: Wednesday, June 21, 2017
Time: 10:30AM
Moderator: Liisa Bayko, Managing Director & Senior Biotechnology Analyst, JMP Securities
Panelists: Arbutus Biopharma (ABUS), Spring Bank Pharmaceuticals, Inc. (SBPH), Timothy M. Block, PhD – Founder and President of the Baruch S. Blumberg Institute and the Hepatitis B Foundation
Description: A discussion about the road to a functional cure for HBV.

Presentation Topic: Proposed Legislative Changes to Facilitate Use of Novel Antibiotics

Date: Wednesday, June 21, 2017
Time: 12:00PM
Moderator: Liisa Bayko, Managing Director & Senior Biotechnology Analyst, JMP Securities
Presenter: Barry Eisenstein, Chair of the Science Advisory Board, Carb-X
Description: The decline in the development of new antibiotics at a time when serious antibiotic-resistant infections are on the rise, is a tremendous public health concern, resulting in a very serious unmet medical need. Our session will include a thoughtful discussion around the current state of antibiotic resistance and legislative initiatives to solve the current crisis by Dr. Barry Eisenstein, chair of the science advisory board at CARB-X (Combating Antibiotic Resistant Bacteria Biopharmaceutical Accelerator), one of the world’s largest public-private partnerships that focuses on preclinical discovery and development of new antibacterial products to help address the threat of antibiotic resistance.

Panel Discussion: Antibiotics

Date: Wednesday, June 21, 2017
Time: 12:30PM
Moderator: Liisa Bayko, Managing Director & Senior Biotechnology Analyst, JMP Securities
Panelists: Entasis Therapeutics Inc. (Private), Melinta Therapeutics, Inc. (Private); Nabriva Therapeutics AG (NBRV), Paratek Pharmaceuticals, Inc. (PRTK), Barry Eisenstein, Chair of the Science Advisory Board, Carb-X
Description: A discussion with antibiotic developers, including gram positive, gram negative, and other novel approaches such as potentiators.

Expert Presenter: Food Allergy

Date: Wednesday, June 21, 2017
Time: 2:00PM
Moderator: Liisa Bayko, Managing Director & Senior Biotechnology Analyst, JMP Securities
Presenter: Mary Jane Marchisotto, FARE – Senior Vice President of Research and International Operations
Description: FARE will discuss the latest statistics in food allergy and frame the issue and pipeline approaches.

Room: Fontainebleau

Tuesday, June 20, 2017


Expert Presenter: Gene Editing – Pushing the Frontier for Curing Disease

Date: Tuesday, June 20, 2017
Time: 8:00am
Moderator/Analyst: Michael King, Managing Director- Research, Biotechnology, JMP Securities
Panelists/Presenters: Dr. Luciano Marraffini, Associate Professor of Immunology, Virology and Microbiology; Associate Professor of Molecular and Cell Biology at Rockefeller University, Dr. Charles Gersbach, Rooney Family Associate Professor of Biomedical Engineering at Duke University
Description: The emergence of CRISPR, a revolutionary gene-editing technology, has opened the door to innovative advances in biotechnology and medicine. While the scientific community has been debating the role CRISPR gene editing should play in society and applying it in select lab settings, the transition to widespread scientific and clinical applications seems imminent. We plan to discuss the future of CRISPR gene editing, the challenges it will face, and the role of the scientific community and society as a whole in its development and regulation.

Company Panel Discussion: Gene Editing – Pushing the Frontier for Curing Disease

Date: Tuesday, June 20, 2017
Time: 9:00am
Moderator: Michael King, Managing Director- Research, Biotechnology, JMP Securities
Panelists: CRISPR Therapeutics (CRSP), Editas Medicine, Inc. (EDIT), Intellia Therapeutics, Inc. (NTLA)
Description: The emergence of CRISPR, a revolutionary gene-editing technology, has opened the door to innovative advances in biotechnology and medicine. While the scientific community has been debating the role CRISPR gene editing should play in society and applying it in select lab settings, the transition to widespread scientific and clinical applications seems imminent. We plan to discuss the future of CRISPR gene editing, the challenges it will face, and the role of the scientific community and society as a whole in its development and regulation.

Presentation Topic: Epigenetics and Transcriptional Control – Regulating the Regulators

Date: Tuesday June 20, 2017
Time: 10:00am
Expert Presenters: Dr. Ross Levine, Physician-Scientist; Laurence Joseph Dineen Chair in Leukemia Research; Director at MSK Center for Hematologic Malignancies; Dr. Omar Abdel-Wahab, Attending Physician, Leukemia Service – Department of Medicine at Memorial Sloan Kettering Cancer Center
Moderator: Michael King, Managing Director- Research, Biotechnology, JMP Securities
Description: Epigenetics remains a promising and burgeoning area for therapeutic intervention in oncology. We intend to discuss key epigenetic susceptibilities in cancer, including the identification of novel targets and translational medicine approaches to define biomarkers, resistance mechanisms, and clinical combination strategies.

Company Panel Discussion: Epigenetics and Transcriptional Control – Regulating the Regulators

Date: Tuesday, June 20, 2017
Time: 11:00AM
Moderator: Michael King, Managing Director- Research, Biotechnology, JMP Securities
Panelists: Epizyme, Inc. (EPZM), Oryzon Genomics S.A (ORY), Syndax Pharmaceuticals, Inc. (SNDX), Syros Pharmaceuticals (SYRS)
Description: Epigenetics remains a promising and burgeoning area for therapeutic intervention in oncology. We intend to discuss key epigenetic susceptibilities in cancer, including the identification of novel targets and translational medicine approaches to define biomarkers, resistance mechanisms, and clinical combination strategies.

Presentation Topic: Small Molecule Oncology Drugs: Challenges and Opportunities

Date: Tuesday, June 20, 2017
Time: 12:00PM
Moderator/Analyst: Michael King, Managing Director- Research, Biotechnology, JMP Securities
Panelists: Dr. Richard Carvajal, Director of Experimental Therapeutics and Director of the Melanoma Service at Columbia University Medical Center
Description: The landscape for small molecule cancer therapeutics is abundant with opportunities but rife with risks as well. Cancer biology can be incredibly exciting but incredibly complex at the same time, while existing chemistry platforms are not always adequate to unlock these opportunities. Once an inhibitor to a putative target is discovered, medicinal chemistry must be undertaken to translate the inhibitor into a drug for human use. Once in humans, the molecule faces the challenges of PK, PD, and the plasticity of the cancer cell as obstacles that need to be overcome. Assuming clinical success, the drug must then compete in a market that is economically challenging. Nonetheless, the cancer space is as crowded with candidates as it has ever been. We will discuss with our panelists the challenges and opportunities of the small molecule cancer space, particularly in the age of immuno-oncology.

Company Panel Discussion: Small Molecule Oncology Drugs: Challenges and Opportunities

Date: Tuesday, June 20, 2017
Time: 1:00PM
Moderator/Analyst: Michael King, Managing Director- Research, Biotechnology, JMP Securities
Panelists: Avelas Biosciences, Inc. (Private), Checkpoint Therapeutics, Inc. (CKPT), Deciphera (Private), Karyopharm Therapeutics Inc. (KPTI), Kura Oncology, Inc. (KURA), Loxo Oncology, Inc. (LOXO), Verastem, Inc. (VSTM)
Description: The landscape for small molecule cancer therapeutics is abundant with opportunities but rife with risks as well. Cancer biology can be incredibly exciting but incredibly complex at the same time, while existing chemistry platforms are not always adequate to unlock these opportunities. Once an inhibitor to a putative target is discovered, medicinal chemistry must be undertaken to translate the inhibitor into a drug for human use. Once in humans, the molecule faces the challenges of PK, PD, and the plasticity of the cancer cell as obstacles that need to be overcome. Assuming clinical success, the drug must then compete in a market that is economically challenging. Nonetheless, the cancer space is as crowded with candidates as it has ever been. We will discuss with our panelists the challenges and opportunities of the small molecule cancer space, particularly in the age of immuno-oncology.

Presentation Topic: Inflammation and Immunology: Restoring a Fine Balance

Date: Tuesday, June 20, 2017
Time: 3:00PM
Moderator/Analyst: Michael King, Managing Director- Research, Biotechnology, JMP Securities
Expert Presenters: Dr. Emma Guttman, Professor, Dermatology and Clinical Immunology at Mount Sinai; Dr. Krueger – Senior Attending Physician; Director, Milstein Medical Research Program; Dr. Martin Carter Professor in Clinical Investigation at The Rockefeller University.
Description: Dysregulated inflammation characterizes the underlying pathological mechanism of a number of infectious and non-infectious diseases that together represent a growing unmet medical need. Scientific insight into the biology, molecular basis, and regulation of inflammation, as well as the role it plays in various disease states is crucial for investigating novel approaches to modulating the pathological mechanisms inherent to inflammatory diseases. We will discuss with our panelists the emerging themes in inflammatory mechanisms, innate and adaptive immune signaling and their dysregulation, as well as novel therapeutic approaches and targets for addressing inflammatory diseases.

Company Panel Discussion: Inflammation and Immunology: Restoring a Fine Balance

Date: Tuesday, June 20, 2017
Time: 4:00PM
Moderator/Analyst: Michael King, Managing Director- Research, Biotechnology, JMP Securities
Panelists: AnaptysBio, Inc. (ANAB), argenx (ARGX), Concert Pharmaceuticals, Inc. (CNCE), Kadom Holdings, Inc.
Description: Dysregulated inflammation characterizes the underlying pathological mechanism of a number of infectious and non-infectious diseases that together represent a growing unmet medical need. Scientific insight into the biology, molecular basis, and regulation of inflammation, as well as the role it plays in various disease states is crucial for investigating novel approaches to modulating the pathological mechanisms inherent to inflammatory diseases. We will discuss with our panelists the emerging themes in inflammatory mechanisms, innate and adaptive immune signaling and their dysregulation, as well as novel therapeutic approaches and targets for addressing inflammatory diseases.

Room: Fontainebleau

Wednesday, June 21, 2017


Expert Presenter: Immuno-Oncology: From the Lab to the Clinic

Date: Wednesday, June 21, 2017
Time: 8:00AM
Moderator/Analyst: Michael King, Managing Director- Research, Biotechnology, JMP Securities
Presenter: Dr. Philip Friedlander, MD, PhD, Assistant Professor | Medicine, Hematology and Medical Oncology at Mount Sinai Medical Center (Icahn School of Medicine); Dr. Joshua Brody – Assistant Professor, Hematology and Medical Oncology; Director of the Lymphoma Immunotherapy Program at the Mount Sinai School of Medicine
Description: Recent clinical success with immune checkpoint blockade has resurrected intense scientific interest in cancer immunotherapy. Key topics slated for discussion include next-generation I/O therapeutics, check point inhibitors, biomarker strategies, the future of combination therapies, and challenges associated with drug cost and coverage.

Company Panel Discussion: Immuno-Oncology: Checkpoints as Targets

Date: Wednesday, June 21, 2017
Time: 9:00AM
Moderator/Analyst: Michael King, Managing Director- Research, Biotechnology, JMP Securities
Panelists: Agenus Inc. (AGEN), Compugen Ltd. (CGEN), Leap Therapeutics, Inc. (LPTX), Pieris Pharmaceuticals, Inc. (PIRS)
Description: Recent clinical success with immune checkpoint blockade has resurrected intense scientific interest in cancer immunotherapy. Key topics slated for discussion include next-generation I/O therapeutics, check point inhibitors, biomarker strategies, the future of combination therapies, and challenges associated with drug cost and coverage.

Company Panel Discussion: Immuno-Oncology: Combination Strategies

Date: Wednesday, June 21, 2017
Time: 10:00AM
Moderator/Analyst: Michael King, Managing Director- Research, Biotechnology, JMP Securities
Panelists: BioLineRx Ltd. (BLRX), Calithera Biosciences, Inc. (CALA), Idera Pharmaceuticals, Inc. (IDRA), Infinity Pharmaceuticals, Inc. (INFI)
Description: Recent clinical success with immune checkpoint blockade has resurrected intense scientific interest in cancer immunotherapy. Key topics slated for discussion include next-generation I/O therapeutics, check point inhibitors, biomarker strategies, the future of combination therapies, and challenges associated with drug cost and coverage.

Company Panel Discussion: Immuno-Oncology: Novel Approaches

Date: Wednesday, June 21, 2017
Time: 11:00AM
Moderator/Analyst: Michael King, Managing Director- Research, Biotechnology, JMP Securities
Panelists: Argos Therapeutics, Inc. (ARGS), Atara Biotherapeutics, Inc. (ATRA), OncoMed Pharmaceuticals, Inc. (OMED), Vascular Biogenics Ltd. (VBLT)
Description: Recent clinical success with immune checkpoint blockade has resurrected intense scientific interest in cancer immunotherapy. Key topics slated for discussion include next-generation I/O therapeutics, check point inhibitors, biomarker strategies, the future of combination therapies, and challenges associated with drug cost and coverage.

Presentation Topic: Renal Disease: Recent Developments and Future Directions

Date: Wednesday, June 21, 2017
Time: 12:00PM
Moderator/Analyst: Michael King, Managing Director- Research, Biotechnology, JMP Securities
Expert Presenter: Dr. Edward Skolnik, Professor and Director Division of Nephrology, as well as Norman S. Wikler Professor of Medicine, Skirball Institute of Biomolecular Medicine, NYU Lngone Medical Center
Description: Renal disease remains a large and growing market based on population and demographic trends. Innovative therapies are desperately needed, but adoption is often slow due to a conservative physician audience. We will discuss with our panelists the strategies they are employing to break into this market, along with a leading KOL who will tell us what benefits he and his peers are looking for from new medications

Company Panel Discussion: Renal Disease: Recent Developments and Future Directions

Date: Wednesday, June 21, 2017
Time: 1:00PM
Moderator/Analyst: Michael King, Managing Director- Research, Biotechnology, JMP Securities
Panelists: Akebia Therapeutics, Inc. (AKBA), Ardelyx, Inc. (ARDX), ChemoCentryx, Inc. (CCXI), Keryx Biopharmaceuticals, Inc. (KERX); Proteon Therapeutics, Inc. (PRTO)
Description: Renal disease remains a large and growing market based on population and demographic trends. Innovative therapies are desperately needed, but adoption is often slow due to a conservative physician audience. We will discuss with our panelists the strategies they are employing to break into this market, along with a leading KOL who will tell us what benefits he and his peers are looking for from new medications.

Panel Discussion: Cancer Drug Reimbursement: Determining the Value of Innovation

Date: Wednesday, June 21, 2017
Time: 2:00PM
Moderator: Michael King, Managing Director- Research, Biotechnology, JMP Securities
Panelists: Roger Longman, CEO of Real Endpoints; Dr. Peter Bach, Director, Center for Health Policy and Outcomes at MSK
Description: Innovations in cancer therapy, particularly the development of targeted drugs and more recently immunotherapies, hold substantial potential to revolutionize treatment of the disease. Scientific breakthroughs are being translated into effective treatments and, in some cases, functional cures for patients who, until recently, had limited options. However, this innovation comes at an immense cost to both patients and payers. Historically, there has been a disconnect between value and price with respect to cancer therapeutics – while prices remain in check in other therapeutic areas, comprised largely of chronic and/or non-life-threatening diseases, oncology persists as the last bastion of premium drug pricing in the U.S. The panelists will address the age-old question of value vs. price in oncology drug pricing but under a new lens of effective treatment options.

Room: Louis XVI A

Tuesday JUNE 20, 2017


Company Panel Discussion: Bioelectronic Medicine: The Next Big Therapeutic Opportunity Straddling the Drug-Device Continuum

Date: Tuesday, June 20, 2017
Time: 8:00AM
Moderator: David Turkaly, Managing Director, Research – Medical Devices & Supplies, JMP Securities
Panelists: Inspire Medical Systems, Inc. (Private), Mainstay Medical International plc (ENXTPA:MSTY),  Action Potential Venture Capital (Private)
Description: We believe that one of the most interesting new therapeutic evolutions in healthcare is occurring in the emerging field of bioelectronics. Delivering medical therapies in an electronic fashion allows very precise disease state targeting without the systemic effects of pharmaceuticals; hence, the coining of another common name for this arena, electroceuticals. These technologies are straddling the device-drug continuum, allowing the potential for a pharma model housed in a MedTech delivery mechanism (electronic dosing and prescriptions). Given the potential for what we see as disruptive launches and outsized returns ahead, this new subsector has already garnered significant attention of late from the well-established MedTech player, in addition to many pharmaceutical and technological powerhouses. Featured technologies are aimed at a wide range of unmet / under-met clinical needs including: migraines, cluster headaches, GERD, bladder function, sleep apnea, back pain (inside and outside the scope of the current SCS paradigm), epilepsy, chronic pain, post-surgical pain, post-amputation pain, depression, and inflammatory diseases such as rheumatoid arthritis and Crohn’s disease. Looking forward, there are potential applications in a range of other disease states from diabetes and obesity to hypertension and pulmonary diseases, to name a few.

Room: Louis XVI A

Wednesday JUNE 21, 2017

 

Company Panel Discussion: The Current State and Future of Device-Based Treatment

Date: Wednesday, June 21, 2017
Time: 8:00AM
Moderator: John Gillings, Vice President, Research – Medical Devices & Supplies, JMP Securities
Panelists: Dr. Andrew Grace, Research Group Head, Cambridge University Health Partners
Description: In this panel we will discuss the current state of surgical and device-based treatment options for AF as well as developments underway that could change the nature and efficacy of AF treatment in coming years. Atrial fibrillation (AF) is a prevalent and under-treated disease characterized by a quivering or irregular heartbeat (arrhythmia) with potentially serious consequences, including: blood clots, stroke, and heart failure, to name a few. For patients that do not respond well to medication (~50% of patients), surgery and/or device-based treatment may offer relief. Currently, the efficacy of treatment is highly correlated with the invasiveness of a procedure but novel approaches and technologies appear poised to improve the nature of these trade-offs going forward.