Are you keeping your eye on the JPMorgan Healthcare conference?
Jim Cramer is out in San Francisco for the conference, so Jeff Marks, senior portfolio analyst with Action Alerts PLUS, joined TheStreet's live show.
Here's what Marks is watching during the conference.
"[Jim Cramer] already had his interview with Bristol-Myers (BMY) - Get Report CEO [Giovanni Caforio] this morning. That stock looks good. We owned that for over at Action Alerts PLUS. So, I think...Last year a lot of the conversation was about big deal-making. We saw Bristol-Myers with Celgene and there was also a lot of talk around some new immunotherapy drugs, cancer drugs. I think this year it's going to be a little bit different," said Marks. "I think this year it's really gonna be more about how are these companies integrating these large deals? It's going to be about new drug readouts. And then...On Friday JP Morgan analyst, Lisa Gill put it, it's really going to be about the year of the consumer and how some of these healthcare companies are going to drive costs...Healthcare costs lower for... the consumer. And our favorite play on this over at Action Alerts PLUS is CVS Health as a way to play the consumer in healthcare."
Watch the full video above for more.
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