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Jefferies 2017 Healthcare Conference Recap – Highlighting the Incremental

— Jefferies Healthcare Equity Research Team

A recap of the Jefferies 2017 Healthcare Conference identifies highlights from the 400+ company presentations, panel discussions and meetings in early June. Analysts were asked about what was most incremental from the conference, whether they came away with more or less conviction in any stocks or themes, and where investor sentiment currently stands. Of note: most device company commentary concluded that space is not seeing the procedure weakness that some of the hospitals have flagged, Healthcare IT companies that presented have not seen evidence of a spending pause, and additional generics price cuts could be on the way in 2018. FULL REPORT