2015全美研究团队:生物技术/中小盘股，第二名:Michael Yee

去年加拿大皇家银行资本市场的迈克尔·伊他在生物科技花名册上连续第二年获得亚军。今年，这一类别被大盘股和中小盘股所取代，Yee在这两项榜单上都有一席之地，分别位列第二和第二。这位36岁的分析师获得了加州大学伯克利分校(University of California, Berkeley)的分子细胞生物学学士学位，并获得了该校哈斯商学院(Haas School of Business)的MBA学位。他在Thomas Weisel Partners和Deutsche Bank Securities开始了他的股票研究生涯，主要研究生命科学工具公司，然后跳槽到W.R. Hambrecht & Co.，在那里他跟踪生物技术公司的名字。2005年4月，他与加拿大皇家银行签约。Yee“是我在生物技术领域投资的关键，”一位仰慕者说。“他是我第一个给他发邮件询问任何问题的卖方分析师——我真希望在我报道的其他领域也有一个迈克•易。”强劲的长期基本面推动Yee对该行业今年的乐观展望。“我们的观点是，我们正处于一个由改进的药物发现知识、更智能的科学以及具有潜力的新技术和平台支持的重大创新周期，”这位旧金山的研究人员报告说。“加上大量的资本投资和(美国食品和药物管理局(Food and Drug Administration，简称fda))与产业界加强了合作，我们就能在这个周期内创造有意义的价值。” He is especially upbeat on the prospects for Ireland’s Prothena Corp., citing the promise of two drugs in development — NEOD001 and PRX002, respectively, for the treatment of amyloidosis and of Parkinson’s disease — that are entering mid- to late-stage clinical trials. “Each of these two could be blockbusters and will have much more data presented over the next 12 to 24 months,” Yee forecasts. His price target for the stock is $75, which implies a 16.3 percent upside to its value in mid-September. “Yee’s hustle cannot be disputed,” a second client insists. Indeed, another backer concurs, he “is the most responsive and hardest-working biotech analyst out there. He responds to e-mails day and night. Also, it’s rare to see a sell-side analyst who understands both the potential short-term trading catalysts and the long-term fundamentals of the stock.”