Amplifon; Biomerieux; Philips: EU Healthcare Sector Specialist Commentary Pharma - Biotech - Medtech

研报英文原文证据摘录

Amplifon; Biomerieux; Philips: EU Healthcare Sector Specialist Commentary Pharma - Biotech - Medtech

Marjan Daeipour - Specialist Sales - European Healthcare AC (44 20) 7134-1329 Europe Specialist Sales J P M O R G A N

marjan.daeipour@jpmorgan.com JPM | MD's Daily Meds: Amplifon;

J.P. Morgan Securities plc Biomerieux; Philips

28 July 2026

Event Type Start Date Event Name

Corporate Access Jul 30, 2026 Biomerieux SA, London

Corporate Access Aug 5-6 Bayer, London

Corporate Access Aug 5-6 Smith & Nephew, London

Corporate Access Aug 6-7 Hikma, London

Corporate Access Sep 17, 2026 Sustainability Connect Series- Novartis, London

Conference Sep 22-23 US All Stats Conference, London

Corporate Access Jan 11-14, 2027 J P Morgan Global Healthcare Conference, San Francisco

Attendance at all J.P. Morgan Marketing events is strictly by invitation only and is restricted to clients of J.P. Morgan. Please note

this email is not an offer of a meeting or a formal invitation. Access will be subject to meeting availability and company

management approval. Dates may also be subject to change. Please contact your sales representative for further information or

to register your interest.

J. P. Morgan Healthcare Research Links

Amplifon - Q2’26 consensus comparison: Consensus looks OK for Q2, focus remains on continued evidence of a market

recovery. note

Philips - Q2’26 first take: Beat & raise driven by tariff refund. Orders weak, driven by timing.. note

Sarepta Therapeutics - Quick Thoughts On CEO Transition. note

Pro Medicus - Model Update. note

Viatris Inc -Anticipating an In-Line Quarter, Focus Remains on Pipeline Readouts / Capital Deployment. note

Johnson & Johnson -Another Potential Talc Settlement Announced. note

US Biotechnology - Weekly Fund Flows Update. note