Healthcare >> Sector Roundtables >> August 6, 2001
TIMOTHY ANDERSON, MD, has been with Prudential Securities for the past
three years covering the Specialty Pharmaceuticals and Drug Delivery
sectors, and more recently the Major Pharmaceuticals sector. Prior to
that, he was at Harvard Medical School as a Resident Physician
specializing in Emergency Medicine. In addition to his clinical duties,
Dr. Anderson also worked on several projects as a Business Analyst for
Brigham and Women's Hospital, and served on the Board of Directors for
the Massachusetts American College of Emergency Physicians. He received
his MD and MBA from the University of Chicago, and studied Biochemistry
and English Literature at the University of California. Profile
RICHARD B. SILVER is a Senior Vice President and Senior Research Analyst
at Lehman Brothers, where he is a member of the healthcare equity
research team. Mr. Silver focuses on specialty and niche
pharmaceuticals, drug delivery technology and generic drugs. Prior to
joining Lehman Brothers he was with Chase Manhattan Bank as a Credit
Analyst. Mr. Silver hold a BA from the University of Connecticut. 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 C. SANDERSON is a Managing Director at SG Cowen. A member of the
Healthcare/ Pharmaceutical Team, he covers emerging and mid cap
pharmaceutical companies including specialty pharmaceutical, drug
delivery and generic pharmaceutical companies. Prior to joining SG
Cowen, Mr. Sanderson was associated with Houlihan Lokey Howard & Zukin,
Cambridge Associates and Putnam International Advisors and 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
ERICK J. LUCERA of CJS Capital Management, LLC, was formerly associated
with Independence Investment Associates and Price Waterhouse. He earned
his Bachelor's degree in Accounting from the University of Delaware and
his MBA from Indiana University. Mr. Lucera is a CPA, CMA and a
candidate for the CFA designation. Profile
TWST: Jerry, what in your view has been most notable about theperformance of the small to medium cap pharmaceutical stocks this year?
How does the performance compare with that of 2000?
Mr.