Healthcare >> Sector Roundtables >> August 26, 2002
MARIA LEGATOS-PHILLIPS is a Vice President and Senior Research Analyst
at Banc of America Securities. Ms. Phillips joined Banc of America
Securities in June 1999, providing research coverage of the specialty
pharmaceutical industry. Prior to joining Banc of America Securities,
Ms. Phillips had served as a Research Associate for Warburg Dillon
Read's large cap pharmaceuticals research team since July 1998. Prior to
joining Warburg Dillon Read, Ms. Phillips was a clinical coordinator at
Pfizer Pharmaceuticals. As such, she was responsible for providing
assistance to managed care organizations, hospitals, and physician
groups in managing formularies, doing trend analyses, and providing
education on disease management. Prior to 1996, she worked at the
University of Miami/Jackson Memorial Hospital, where she was a Clinical
Pharmacist, with primary responsibilities involving drug utilization
reviews and formulary management. Ms. Phillips received her BS in
Pharmacy from St. John's University, an MBA from Long Island University
and a Doctorate in Pharmacy from Southeastern University. Profile
MARC GOODMAN is an Executive Director of Morgan Stanley and is the
Specialty Pharmaceuticals Analyst covering small and mid-cap
pharmaceutical and drug delivery companies. Additionally, he covers
specialized medical technology companies with an optical focus. Mr.
Goodman joined MS in 1994. Prior to assuming his current
responsibilities, he worked on the MS team covering both large and mid-
cap pharmaceutical companies. Before joining MS, he was a buyside
analyst with Shearson Lehman Advisors. He received a BA from Tufts
University and an MBA from Ohio State University. Profile
ERICK LUCERA is Senior Vice President and Principal at Independence
Investment in Boston and is responsible for research on all areas of
health care. In addition, he is managing their market neutral healthcare
portfolio. Prior to Independence, he was an Auditor in the Price
Waterhouse Philadelphia office. He is a graduate of The University of
Delaware, Indiana University, Boston College, and Harvard University and
has obtained the CPA, CMA and CFA designations. Profile
DR. STEVEN B. GERBER is Managing Director and Director of Research at
Wedbush Morgan Securities. Previously, Dr. Gerber was Head of Healthcare
Research and Senior Pharmaceutical Industry Analyst at CIBC World
Markets. He joined CIBC's predecessor, Oppenheimer & Co., in 1990.
Prior to that, he was Senior Vice President and Health Care Analyst at
Bateman Eichler, Hill Richards, Inc. Dr. Gerber has twice been named to
The Wall Street Journal's All Star Analyst List. Dr. Gerber holds an MBA
from UCLA, an MD from Tufts University and a BA from Brandeis
University. He is also a board-certified Internist and Cardiologist.
His associations include the California Medical License, Tufts
University School of Medicine, Board of Overseers Member, Research
Planning Committee, and the Securities Industry Association. Profile
DAVID M. STEINBERG, Managing Director, joined Deutsche Bank in August
1999 and is currently a Senior Analyst covering the specialty
pharmaceuticals sector. Having started his equity research career in
1990, he was one of the first analysts on Wall Street to cover the
specialty pharmaceuticals/ drug delivery sector. More recently, during
both 2000 and 2001, Mr. Steinberg was ranked number two by The Wall
Street Journal's 'Best on the Street' survey for stock picking in the
pharmaceutical sector. In addition, his research has been frequently
referenced in such national publications as Barron's, The New York
Times, and Fortune. Prior to joining Deutsche Bank Securities
(previously Deutsche Banc Alex. Brown), he was a Managing Director at
Volpe, Brown, Whelan where he helped build up the firm's healthcare
research effort. He received a BA from Colby College and an MBA from
Harvard Business School. He also attended the London School of
Economics. Profile
TWST: Maria, would you start us off today by defining your coveragearea?
Ms. Phillips: I cover a group of companies that fall within the
specialty pharmaceuticals sector, which is loosely