SAN FRANCISCO – For what J.P. Morgan analyst Cory Kasimov called "one of the most significant pre-conference announcements ever," the tradition-steeped J.P. Morgan Healthcare Conference broke form, just a little, turning an anticipated slide talk into a comfy fireside chat with Celgene Chairman and CEO Mark Alles and the chairman and CEO of Celgene acquirer Bristol-Myers Squibb Co., Giovanni Caforio, on Monday. With the typical Q&A session to follow canceled, runners poised to bolt from the back of the Westin St. Francis Hotel's Grand Ballroom sighed, just a little.