JP Morgan is holding its Healthcare conference this week. We didn't attend, but we leveraged the Amenity Viewer platform to apply our text analytics on the company presentation transcripts and extract insights. See for yourself how using Viewer means never missing an important call or conference.
While unable to attend the JP Morgan Healthcare Conference in person, we leveraged the Amenity Viewer platform to keep tabs on the company presentation transcripts, apply our text analytics on the sentiment, and look for meaningful comments on two key themes that we have been monitoring:
We will continue to monitor presentations over the next couple of days to draw more insights.
We used the Query Insights feature to identify only the meaningful comments relating to China and tariffs, rather than having to parse through more than 100 results that would come through a simple Ctrl-F on a browser window.
Varian Medical Systems:
In our December 20 post, we highlighted risk to Merck’s margin outlook through the lens of our Deceptive Language analysis. At the JP Morgan Conference, we got a clearer look into headwinds validating that risk. While conference presentations typically skew positive due to the softball nature of the Q&A, Merck led off with a cautionary note, resulting in an Amenity Score of the transcript of 27, down from 49 on its Q3 earnings call.
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This communication does not represent investment advice. Transcript text provided by S&P Global Market Intelligence.
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