总出场:11
分析师亮相:2005
在2005年,马克Schoenebaum这是他首次出现在机构投资者的全美研究团队中，首次成为研究生物科亚博赞助欧冠技股的头号分析师。尽管在2010年6月换了公司——他从德意志银行证券公司(Deutsche Bank Securities)转到了去年10月被Evercore Partners收购的ISI集团——但他一直保持着这个职位。今年，生物技术这一大类股票分为大盘股和中小盘股，而他在这两类股票中都夺得了第一名。这位42岁的名人堂研究员还声称，他连续第三次获得制药/主要产品排行榜的冠军，使他的出场总数从第一上升到第15位，这也使Schoenebaum成为唯一一个被交易方认为最擅长报道三个类别的研究员。客户很乐意宣布他们反复把他评为最好的原因。一位基金经理回忆道:“我是在马克的第一次卖方分析师路演上遇到他的。”“他对研究、客户服务和深入尽职调查的热情只增不减。”在介绍这位分析师的特点时，另一位支持者将他描述为“一个全方位的绅士，不会太把自己当回事。”对于日常信息和紧迫问题非常有帮助。承认错误。 Pounds the table when he has conviction. Excellent valuation work. Awesome survey work.” Schoenebaum tracks five large-cap U.S. biotech names and notes that this sector has performed well in 2015. Indeed, as of mid-September the S&P Biotechnology Select Industry Index was up 28 percent and ahead of the broad market by 32.9 percentage points. Although most of the larger names have posted double-digit gains, that performance is already easing, he cautions, as a result of slower catalyst flow in the second half. Still, one company that retains the researcher’s enthusiastic endorsement is long-standing favorite Gilead Sciences, which primarily develops treatments for HIV/AIDS, as well as life-threatening cardiovascular and respiratory conditions and liver disease. He likes the Foster City, California–based drugmaker’s “fantastic management team and reasonable valuation.” Nonetheless, to demonstrate to investors that it can continue to grow, Gilead should complete another acquisition, Schoenebaum reasons, and he is confident that the executives will deliver. “I believe they will use their money wisely,” he says. The shares were trading at $108.44 in mid-September, up 15.9 percent for the year to date, and he maintains a price objective of $115. “Mark is one of the most thorough, knowledgeable and reachable analysts,” a third supporter affirms. “His hard work is clearly evident in his published works, corporate outreach and investor attention.”