Healthcare >> Sector Roundtables >> March 18, 2002
RICHARD R. STOVER joined Arnhold and S. Bleichroeder, Inc. in
1998, and is the firm's Global Pharmaceuticals Analyst,
specializing in the pharmaceutical industry as well as the
Biotechnology and Biopharmaceutical sectors. Mr. Stover founded
Stover & Associates LLC and Stover Haley Burns, Inc., two firms
that specialize in the Life Sciences industry. Before joining
Arnold S. Bleichroeder, Mr. Stover worked for Alex. Brown & Sons,
Inc., Smith Barney, Prudential-Bache Securities, E.F. Hutton &
Co. and Mitchell Hutchins, Inc. He also served as Director of
Investor Relations, among other positions, at Pfizer, Inc. He has
been named five times as an Institutional Investor 'All America
Runner-Up' in the pharmaceutical industry. He is a member of the
AIMR and the NYSSA and is a past President of the Health Industry
Analysts Group of New York. Mr. Stover holds an MBA in Finance
from the New York University Graduate School of Business and a BS
in Economics from the University of Pennsylvania. Profile
PETER WEN, Vice President at Credit Suisse Asset Management, is
an Analyst focusing on healthcare companies. He joined the firm
in 1999 from Lynch & Mayer, where he was a healthcare Analyst.
Previously, he was a Principal at SPEC, an information systems
consulting firm. Mr. Wen holds a BA in Biology from Harvard
College and an MBA in Finance from the University of
Pennsylvania's Wharton School. He is fluent in Mandarin Chinese. Profile
MARIOLA B. HAGGAR is President, General Partner and Portfolio
Manager at Haggar Concord Partners, LP. Ms. Haggar was previously
associated with Deutsche Banc Alex. Brown and Salomon Brothers as
a Pharmaceutical Analyst. Prior to that she was employed at
Kemper Securities Group, Inc., L.F. Rothschild and Unterberg,
Towbin and began her career at Kidder Peabody & Co. in 1982. Ms.
Haggar received a BA in Biochemistry from Cornell University and
an MPH from Columbia University. Profile
MARIO CORSO is a Vice President at Leerink Swann & Company and a
Senior Research Analyst. Prior to joining Leerink Swann in April
2000, he was associated with ABN AMRO, where he covered large cap
pharmaceutical companies for the three years. Additional previous
affiliations include Rodman and Renshaw, Copley Pharmaceuticals,
and Scudder Investments. Mr. Corso has a BA in Economics from the
University of Connecticut and an MBA from Northeastern
University. Profile
ADAM GREENE is a Vice President at Dresdner Kleinwort
Wasserstein. Prior to joining the firm, he was associated with
Credit Lyonnais Securities, First New York Securities and Gruntal
& Co. LLC. Mr. Greene ranked number four for Pharmaceutical
Earnings Estimate Accuracy for the 2001 Wall Street Journal 'Best
On The Street Analyst Survey.' He graduated from Lehigh
University, where he earned a BS in Finance. Profile
TWST: Peter, what part have pharmaceuticals played in yourstrategy at Credit Suisse Asset Management over the past 12
months?
Mr. Wen: I would say we have been very selective in the