Healthcare >> Sector Roundtables >> February 4, 2002
MICHAEL J. HEARLE is a Senior Vice President at Leerink Swann & Company.
He was formerly associated with SG Cowen and Merrill Lynch. He was
ranked First Team in the 2001 Institutional Investor magazine All
American Poll ' Best Boutiques ' Regional firms and Specialty
Pharmaceuticals. Mr. Hearle earned a BA from the College of William &
Mary. His personal interests are flyfishing, skiing and teaching his
daughter to count. Profile
LOUIS C. WEBB is a Director, Equity Research at RBC Capital Markets,
focusing on drug delivery and specialty pharmaceuticals as part of the
Life Sciences equity research team. He has 26 years' experience
following the pharmaceutical sector, including four years at Fahnestock
& Co. and six years at Robert W. Baird & Co. Mr. Webb received a
Bachelor of Science degree in Engineering and Applied Science from Yale
University in 1975 and became a Chartered Financial Analyst in 1980. He
is a member of AIMR and the NYSSA. In The Wall Street Journal Annual
Analyst survey, Mr. Webb ranked first in pharmaceutical stock picking in
2000 and first in pharmaceutical earnings estimate accuracy in 1996.
Mr. Webb lives in Ossining, New York, and includes sailing among his
personal interests. Profile
JERRY L. TREPPEL is a Managing Director with Banc of America Securities
LLC. He holds a Bachelor's degree in Microbiology from Rutgers
University, a Master's degree in Hospital Administration from Washington
University, and an MBA from New York University. Mr. Treppel was
previously associated with Warburg Dillon Read, Dillon Read, and Furman
Selz. His interests include politics, Judaic history, and baseball. Profile
IAN SANDERSON is a Managing Director of SG Cowen and is responsible for
coverage of emerging and mid-cap pharmaceutical companies including
specialty pharmaceutical, drug delivery, and generic pharmaceutical
companies. His prior experience includes investment banking at SG Cowen
and Houlihan Lokey Howard & Zukin; securities analysis at Cambridge
Associates and Putnam International Advisors; and systems design at U.S.
Surgical Corporation. He received a BA in Political Economy from
Williams College and an MBA in Finance from the Wharton School at the
University of Pennsylvania. Profile
delivery stocks over the past six to 12 months?
Mr. Sanderson: I think it's been a bit of a mixed bag. A lot depends
