医疗保健：药品/专业

大卫升文

第一队

大卫升文

Merrill Lynch.

第二队

约翰鲍里斯，熊韧带

第三队

贾米鲁宾，摩根士丹利

亚军

C.安东尼巴特勒，雷曼

最初的最后一次完成最后一次级别，Merrill Lynch的David Ristinger在Medicare D覆盖的大图片问题上令人印象深刻的是“非常彻底”的工作，并意愿在个人股票上“达成共识”。Risinger broke from the herd in March, when he told investors to buy Schering-Plough Corp. just days after the Kenilworth, New Jersey–based drug manufacturer announced its $14.4 billion acquisition of Akzo Nobel’s drug unit Organon BioSciences, saying the merger offered more growth potential than the market recognized. By mid-September the stock was up 31.0 percent, dramatically outperforming the sector’s 2.4 percent gain over the same period. Risinger, 38, who earned a bachelor’s degree in political science from Bucknell University in 1991, covered pharmaceuticals companies for Morgan Stanley before joining Merrill in 1999. Previously unranked John Boris is “the master of long-term earnings models,” declares one money manager. Clients appreciate the Bear Stearns analyst’s fundamentals-driven calls, such as his January upgrade of Merck & Co., on his belief that shares of the Whitehouse Station, New Jersey– based company were undervalued at $42.99. By mid-September the stock was up 15.2 percent, to $49.54. Jami Rubin of Morgan Stanley, who advances from runner-up to third, is “not afraid to stick her neck out” in the quest for upside. Rubin covers both major and specialty pharmaceuticals, which allows her to drill down into the universe of smaller-cap companies that follow the big pharma business model. Last October she initiated coverage of Warner Chilcott, a Rockaway, New Jersey– based dermatological-products manufacturer, with a buy recommendation on strong growth prospects. By mid-September shares were up 41.5 percent.