Columbia Business School Healthcare Conference

Panels

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Panel:

Moderator: Professor Cliff Cramer, Columbia Business School
Greg Barrett, Vice President Marketing, Daiichi Sankyo, Inc.
David Epstein ’87, CEO & President, Novartis Oncology and Novartis Molecular Diagnostics
Kristin Peck ’99, SVP Worldwide Strategy and Innovation, Pfizer
Philip Ross, Managing Director, Investment Banking (Biotechnology), J.P. Morgan

Issues:

What strategies is Big Pharma employing to enhance productivity and reduce costs in line with slowing top-line growth?
What R&D/ portfolio optimization strategies are being pursued?
Given enhanced focus on biologics/specialty pharma, what changes do you expect in the regulatory, pricing and reimbursement environment for products in this category?
Why have many Big Pharma companies stayed “pure plays” while others seek to diversify?
Has the business model for small/mid-size biotechnology companies changed given current regulatory environment and state of capital markets?

Panel:

Moderator: Tracy Bahl ’04 (EMBA), Special Advisor, General Atlantic LLC; Chairman, Emdeon
David Bonita '04 MD, Private Equity Principal, Orbimed Advisors
Benjamin Edmands '99, Managing Director, CCMP Capital Advisors
Dov Goldstein '98 MD, Partner, Aisling Capital
Lee Wrubel ’95 MD, Founder & General Partner, Foundation Medical Partners

Issues:

What are the current investment strategies of life science venture capital firms?
Is the recent decline in funding “idea companies” a short-term phenomenon or fundamental change in strategy?
What is the current focus of private equity firms in healthcare?
How have exit options changed given disruption in the capital markets?
What are some of the “lessons learned” from life science entrepreneurs in building successful early-stage biotechnology and medical device companies?

Panel:

Moderator: Professor Linda Green, Columbia Business School
Andrew Davis, Vice President, Medco
Raymond Falci, Managing Director, Cain Brothers
Gil Irwin ’79, Senior Partner, Booz & Company
Robert E. Kelly, MD, SVP, Chief Operating Officer and Chief Medical Officer, New York-Presbyterian Hospital/Columbia
Karen Lehman, Senior Director, Global Public Policy, Eli Lilly

Issues:

Which strategies are employers, insurers and providers pursuing to slow the growth of employee healthcare costs and improve health outcomes?
What will be the impact of health reform initiatives in the U.S. and other major markets – who will be the “winners” and “losers” in the healthcare industry?
Why is the healthcare industry slow to adopt information technology -- what can be done to overcome such barriers and which strategies will prove most effective?
What actions are major hospitals taking to reduce medical errors and improve outcomes?
How effective have consumer-driven healthcare initiatives been?

Panel:

Moderator: Ken Hitchner ’92, Partner, Head of Healthcare Inv. Banking, Goldman Sachs
Chris Garabedian, Vice President, Corporate Strategy, Celgene
Jeremy Levin, MD, SVP, Strategic Transactions, Bristol-Myers Squibb
Paul Schnell, Partner, Skadden, Arps, Slate, Meagher & Flom
Stuart Smith ’84, Managing Director, Head of Healthcare Inv. Banking, Credit-Suisse

Issues:

What is the likelihood of further transforming Big Pharma mergers?
Will we continue to see Big Pharma buying biotech – using what criteria and deal structures?
Which areas within medical devices/ diagnostics and healthcare services are primed for enhanced M&A activity, and why?
What are private equity firms’ current role and investment strategies in healthcare?
How is the current state of the capital markets impacting healthcare deal flow?
How are successful companies organized to best identify, pursue, negotiate, and execute M&A and other business development initiatives?

Panel:

Moderator: Luke Sarsfield, Managing Director and Global Head Medical Device Inv. Banking, Goldman Sachs
Jon Cohen MD, SVP and Chief Medical Officer, Quest Diagnostics
Walter Haddick '09 (EMBA), Director, Surgical Devices Marketing, Covidien
John Juhasz '80, Senior Director, Business Dev., Siemens Healthcare Diagnostics
Rick Wise, Managing Director, Medical Supplies & Devices Analyst, Leerink Swan

Issues:

What are the relative growth prospects for the major segments within the medical device & diagnostic industry?
Which geographic regions represent the strongest growth potential?
How is the changing regulatory and pricing/reimbursement environment in the medical device industry affecting the launch of new products?
How has the business model for early-stage device companies changed given the current environment?
Which areas represent the greatest opportunity for “convergence” between devices/ diagnostics and drugs?

Panel:

Moderator: Rachel Zhang, Principal, McKinsey & Co.
Sarwar Islam, Principal, Healthcare and Operations, Boston Consulting Group
Anamaria Luque, Emerging Markets, Established Products, Pfizer
David Martin, Principal, Deloitte Consulting
Bhavan Sampat PhD, Ass't Prof. of Health Policy and Management, Mailman School of Public Health
Krista Thompson, Vice President and General Manager, Global Health, Becton Dickinson

Issues:

What are the current opportunities & challenges for global healthcare companies investing in, and marketing to, BRIC countries (Brazil, Russia, India, China) and other emerging markets?
How are health reform initiatives impacting investments in these markets?
Where are the most attractive healthcare/life science venture opportunities in these regions?
What is the record of success of public-private partnerships in addressing global health issues in developing countries?