Large-Cap Biotechnology, Major Pharmaceutical and Specialty Pharmaceutical Research. Umer Raffat leads the research effort in these stocks, providing timely, actionable investment ideas and differentiated proprietary research. Umer's team provides clients with research on fundamental topics including specialty and generic pipeline development, patent law and M&A drivers. His investment research style aims to consistently provide unbiased, data-driven investment ideas through key take-away analyses, webinars and in-person meetings. In addition to deep-dive analyses on clinical, financial and market data, Umer provides data tidbits and on-the-fly analysis in response to breaking news
The Healthcare Facilities & Managed Care team, led by Michael Newshel, provides rapid analysis and context to breaking news and industry data releases as well as deep-dive proprietary reports and meetings with industry experts. In addition to expertise on the managed care and hospital spaces, the team is well-versed in healthcare policy & politics and trends that will transform the broader U.S. healthcare system over the next decade. They maintain numerous industry databases and closely monitor utilization trends across the healthcare system at the macro and micro level.
The SMID-Cap Biotech team, led by Josh Schimmer, focuses on small, mid and select large cap biotechnology companies. The group takes a holistic view of the biopharmaceutical sector, and provides differentiated analysis pertaining to all aspects of the biopharmaceutical lifecycle. The group is oriented towards actionable investment ideas, non-consensus outlooks, and deep dives that simplify complex topics ranging from basic science, clinical trials, commercial outlook, or competitive threats. The team publishes timely in-depth reports, hosts calls with key opinion leaders, and weekly thought pieces on topics of importance to investors and welcomes feedback, questions and suggestions in its efforts to help investors bridge the gap between science and investments.
The Healthcare research team is available around the clock, conducts bespoke research for clients, assists with corporate access, and accepts personal meetings.