Healthcare >> Sector Roundtables >> January 20, 2003
ROBERT M. GOLDMAN is a Senior Vice President and Analyst at
Buckingham Research Group, Inc., covering health care (medical
devices and supplies). He has 14 years' experience in the
securities industry, 10 covering the medical devices and supplies
industry. He was named to Institutional Investor and The Wall
Street Journal All-Star teams while at Salomon Smith Barney and
Dean Witter Reynolds. He served as Director of Research for the
Americas and head of US Equities for Paribas and Credit Lyonnais.
His industry experience prior to entering the financial sector
was with Baxter International, Shell Chemical and General
Electric. He received a BS in Chemical Engineering from
Rensselaer Polytechnic Institute and an MBA from Harvard Business
School. Profile
MARK LANDY is a Vice President and Senior Research Analyst at
Leerink Swann & Company. Prior to joining the firm he was
associated with Investor AB, Merlin BioMed Group, and New Era
Capital. Mr. Landy earned a DDS from the University of the
Witwatersrand, South Africa, and a BBA from The Wharton School,
University of Pennsylvania. Mr. Landy is a member of the South
African Medical and Dental Council, the South African Society of
Surgeons, the British Medical Council and the British Dental
Association. JAN WALD joined A.G. Edwards in June 2000 and
focuses his research efforts in the medical technology industry.
Dr. Wald is an active publisher of industry and company-specific
research reports focused in the areas of cardiology and
neurology. He has previous work experience in the medical
technology industry, working at Guidant Corp. and Honeywell, Inc.
At Guidant, Dr. Wald managed clinical programs as well as the
development of the algorithms and software for two implantable
defibrillators. At Honeywell he managed image processing
algorithm and robotics programs. Prior to joining A.G. Edwards,
Dr. Wald was a Senior Vice President and Senior Analyst in
medical technology at George K. Baum & Co. He has a PhD from
Brandeis University and an MBA from University of St. Thomas. Dr.
Wald also holds a patent on atrial fibrillation detection. Profile
FREDERICK A. WISE, CFA, is a Managing Director at Bear, Stearns &
Co., covering the medical supplies and devices industry. Mr. Wise
is a six-year member of the Institutional Investor All America
Research Team. In 1999 he was ranked number two and in 2000 he
was ranked number three. He was named to the 2000 Wall Street
Journal All-Star Analysts Survey for earnings forecasting. He was
also ranked number four by The Reuters Survey 2000. Mr. Wise has
a unique valuation approach, and has accurately anticipated the
underperformance of stocks, as well as the performance of the
industry in recent years. Prior to joining Bear Stearns, he was
an Analyst at Kidder Peabody & Co. and Forbes, Inc. Mr. Wise
received an MA and a BA from the Manhattan School of Music. Profile
DOUGLAS EAYRS primarily covers medical technology companies and
selected biotechnology and diagnostics companies at Dougherty &
Company LLC. He has over 10 years of experience as an investment
analyst covering medical technology and selected biotech
companies. He also worked over three years in the biotech
industry as a Vice President of Finance and assisted in the
completion of several financings to fund company-sponsored late-
stage clinical trials. Mr. Eayrs is a Chartered Financial
Analyst, has a Master of Arts degree in Economics from Marquette
University and a Bachelor of Arts degree from the University of
Minnesota. In 1996, he was named an All-star Analyst in the
medical products group in The Wall Street Journal's annual
survey. Profile
TWST: Doug, could you start us off with a description of whatyou're currently focusing on in the medical supplies and devices
area?
Mr. Eayrs: I primarily use a very focused micro approach. I