Healthcare >> Analyst Interviews >> August 17, 2012

U.S. Biotech Valuations Appear Attractive Despite Earlier Run

Jim Birchenough is a Managing Director at BMO Capital Markets Corp. and Senior Biotechnology Analyst. He has been covering the U.S. biotechnology sector for 11 years, including 10 years previously at Lehman Brothers and Barclays Capital. Dr. Birchenough is a Canadian-board-certified Primary Care Physician with practice experience in the U.S. and Canada, and also has extensive prior pharmaceutical industry experience as a former Bench Scientist and Pharmaceutical Sales Representative with Merck Frosst. Profile
TWST: Would you begin with a brief introduction to your coverage universe, including some of the specific biotech and pharmaceutical companies you follow?

Dr. Birchenough: We