Healthcare >> Sector Roundtables >> January 12, 2004
SARA C. MICHELMORE is a Vice President in SG Cowen's medical technology
group. Ms. Michelmore joined SG Cowen in 1999. Prior to joining SG
Cowen, she was an Associate in the medical technology equity research
group at Warburg Dillon Read LLC. Prior to that, she served as a Senior
Account Executive for Feinstein Kean Partners, specializing in investor
relations for biotechnology and medical device companies. Previously she
was a senior market analyst with Boston Biomedical Consultants, a
strategic consulting and market research firm for the in vitro
diagnostics industry. She holds an undergraduate degree from Bowdoin
College, where she majored in Biochemistry and minored in Economics. Profile
Peter Bye is a Managing Director and Senior Equity Research Analyst covering the
hospital supply and medical device industry for Jefferies & Company, Inc. Prior
to joining Jefferies, he had Senior Research Analyst roles at Wachovia,
Citigroup and S.G. Cowen. Previously, he was a fixed income quantitative analyst
at Putnam Investments for two years after starting his investment career at
Salomon Brothers Inc. in the derivatives group. He earned an AB degree in
History and Science from Harvard University. Profile
MATTHEW J. DODDS joined SG Cowen in 1999 to cover the medical supplies
and technology industry, and is Managing Director. Prior to joining SG
Cowen, he spent the past four and a half years at UBS Warburg as a
medical supplies and technology analyst, with a focus on the cardiology,
ophthalmology and surgical fields. Prior to UBS Warburg, he spent two
years as an associate at Kidder Peabody covering the medical supplies
and technology industry. Prior to Kidder Peabody, he spent two years in
Paine Webber's Equity Research department as Hard Dollar Sales Manager.
He received a BS degree in Industrial Management from Carnegie Mellon
University in 1991. Profile
TWST: Matt, we're talking about medical supplies and devices. How havethese stocks performed?
Mr. Dodds: As of last week, our med-tech composite index's performance
has exceeded the S&P,