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医疗保健:生物技术2008
Mark Schoenebaum于6月份加入Deutsche Bank Securities,在他的前公司熊,Stearns&Co.被Jpmorgan证券吸收,仍然是“该部门最无障碍,友好,知识的分析师之一”基金经理。
Mark Schoenebaum.
Mark Schoenebaum.德意志
第二队
Geoffrey meacham.jpmorgan.
第三队
Geoffrey Porges.桑福德伯恩斯坦
Mark Schoenebaum于6月份加入Deutsche Bank Securities,在他的前公司熊,Stearns&Co.被Jpmorgan证券吸收,仍然是“该部门最无障碍,友好,知识的分析师之一”基金经理。Schoenebaum,35岁,连续第四年仍然是1号。他在6月份的覆盖范围以74.36美元的价格为74.36美元的信念,即瑞士药店罗氏持有,它拥有旧金山癌症治疗开发商的控制权,在试图获取剩余股份的企图中将是不成功的。他是对的。到9月中旬,Genentech的股票射门高达96.56美元 - 一个健康的29.9%的收益,优势超过15.3个百分点。JPMORGAN证券的Geoffrey Meacham从赛跑者到第二名,部分地介绍了客户称之为“潜在药物真正值多少的意义”和“快速,富有洞察力的反应”。In December, Meacham highlighted his long-standing buy recommendation on Celgene Corp., reasoning that rising demand in Europe for the Summit, New Jersey–based company’s myeloma treatment drug Revlimid would more than offset competitive threats in the U.S. By mid-September the stock had soared 44.7 percent. Although he slips one notch to third, Geoffrey Porges of Sanford C. Bernstein & Co. continues to impress investors with what one backer calls “in-depth, exquisitely thoughtful work.” In May, Porges upgraded Cambridge, Massachusetts–based Genzyme Corp. to buy, at $68.01, on its growing pipeline. By mid-September the stock had risen 17.4 percent, to $79.85.