| Geoffrey meachamj.p。摩根 | Geoffrey Meacham在2007年作为亚军推出的首次亮相，第二年跳到第二个地方，从那时起就举办了该点。J.P.摩根研究员“对生物技术的科学知识很多，但也可以将其与股票移动的内容相结合，”指出一个客户。由于其活跃的并购环境和产品发布，Meacham对该部门是积极的。“The larger product-driven biotechs haven’t been impacted by the economic uncertainty in Europe this year — and they were barely impacted in the U.S. recession in 2008–’09 — so there is defensibility within the higher-cap names,” he says. His top pick for 2012 is Foster City, California’s Gilead Sciences, on the basis of rising sales of the company’s six HIV drugs and continued positive results from Phase 2 data on its hepatitis C drug GS-7977. The shares gained 40.9 percent and trumped the sector by 9.7 percentage points, year-to-date through August. |