Biotechnology, Pharmaceutical and Specialty Pharmaceutical.
Evercore ISI's Health Care Research Team, headed by Mark Schoenebaum, focuses on providing actionable investment ideas and proprietary research on Biotechnology, Pharmaceutical, and Specialty Pharmaceutical stocks.
Mark has been conducting research on biotechnology companies for more than 16 years. Mark and his team provide clients with an investment edge through "data tidbits" and "on-the-fly" analysis in response to breaking news. They also provide "deep-dive" analyses on clinical, financial, and market data.
The Specialty Pharmaceuticals team, led by Umer Raffat, focuses on providing timely and differentiated investment research on fundamental topics in the specialty pharmaceuticals space, including specialty and generic pipeline development, patent law, and M&A drivers. Umer's coverage universe includes large cap specialty pharmaceutical companies as well as the mid/small cap space. Umer's investment research style and approach aims to consistently provide unbiased, data-driven investment ideas through key takeaway analyses, webinars and in-person meetings.
The Health Care Research Team is available around the clock, conducts bespoke research for clients, assists with corporate access, and accepts personal meetings.
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.
Evercore ISI's Healthcare Services & Technology Research Team, headed by Ross Muken, focuses on providing actionable investment ideas and proprietary research on the Life Science Tools & Diagnostics | Healthcare Technology & Distribution | Medical Supplies and Devices sectors (including Life Science Tool, Contract Research Organization, Diagnostic, PBM, Pharma Distributor, Drug Store, Specialty Distributor, Clinical Lab, Healthcare IT, and Medical Device stocks). Ross has been conducting research on healthcare companies for more than 10 years. Ross and his team, including Vijay Kumar, provide clients with thoughtful and timely research, such as the near-term "Sentiment Surveys," differentiated periodicals like "ISI Monthly" and "Trending Topics", and the recent "Deconstructing" series. They also provide deep industry analyses and thematic research, as well as a strong history of stock selection and accurate earnings estimates.
The team is easily accessible with a leading level of responsiveness, and provides specialized corporate access via differentiated events (e.g. MedTools) and supplementary "Notes from the Road" reports.