Discover and read the best of Twitter Threads about #jpm23

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This week in Techbio happenings is focussed around highlights from a fantastic week back at JPM! So much energy and so great seeing so many fantastic minds! #techbio #JPM23
1/ Exciting to be back at the JP Morgan Healthcare Conference after 2 years of virtual meetings! In-person, the energy is back, and it was great to see both familiar & new faces building great things in the techbio space. #JPM23
2/ This conference is always a great opportunity to see innovative minds in healthcare. Exciting founders, investors, & pharma leaders in attendance. The momentum & energy in the city this week is a great sign for the year ahead.
Read 32 tweets
of course that's your contention, you're a new vc coming off a two-year stint at a telehealth unicorn. you just got done readin' the newsletters, probably @nikillinit or @healthapi. you're gonna be convinced of that until next month when...
you listen to @vgargmd on the @pearhealthpod. then you're gonna be talkin about primary care moving out of the hospital's four walls. that's gonna last til next month when you'll be on here tweet-storming @daisydwolf & @vijaypande talkin about a massive consumer health giant
**as a matter of fact, i won't because daisy & vijay drastically underestimate...**

...drastically underestimate the complexity of delivering healthcare across a multitude of jurisdictions and reimbursement modalities?

#jpm23 day 2. yeah, heard that too.
Read 4 tweets
JP Morgan Healthcare Conference Dress Codex 2023 Rainstorm Edition #JPM23 #JPM2023
-Luxury Raincoats + Suits/Dresses: Investment Bankers
-Raincoats + Blue Suits/Dresses: Medtech CEOs
Read 8 tweets
Thesis on $VNRX


Did you know more dogs are diagnosed with cancer in the United States than humans?

Most dogs are diagnosed when it's too late - when physical signs are present.

In Q1 2023 $VNRX is launching the first LOW COST screening test to detect cancer in dogs.
$VNRX has signed global distribution agreements with $HSKA and an un-named global reference lab partner (likely $IDXX or Antech)

The cancer screen will have broad coverage in the US (covers 90%+ of veterinarians) and double digit % in Europe at launch.

How big is the market?
US addressable market: 84m dogs in US alone

US target market: 20m dogs over age 7

Europe: Similar size to US

83% US (70% Europe) of dogs visit a veterinarian at least once per year

The screen would be given as part of an annual wellness exam
Read 28 tweets

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