Healthcare >> Sector Roundtables >> January 12, 2004

Roundtable Forum: Medical Supplies & Devices

SARA C. MICHELMORE is a Vice President in SG Cowen's medical technology group. Ms. Michelmore joined SG Cowen in 1999. Prior to joining SG Cowen, she was an Associate in the medical technology equity research group at Warburg Dillon Read LLC. Prior to that, she served as a Senior Account Executive for Feinstein Kean Partners, specializing in investor relations for biotechnology and medical device companies. Previously she was a senior market analyst with Boston Biomedical Consultants, a strategic consulting and market research firm for the in vitro diagnostics industry. She holds an undergraduate degree from Bowdoin College, where she majored in Biochemistry and minored in Economics. Profile
Peter Bye is a Managing Director and Senior Equity Research Analyst covering the hospital supply and medical device industry for Jefferies & Company, Inc. Prior to joining Jefferies, he had Senior Research Analyst roles at Wachovia, Citigroup and S.G. Cowen. Previously, he was a fixed income quantitative analyst at Putnam Investments for two years after starting his investment career at Salomon Brothers Inc. in the derivatives group. He earned an AB degree in History and Science from Harvard University. Profile
MATTHEW J. DODDS joined SG Cowen in 1999 to cover the medical supplies and technology industry, and is Managing Director. Prior to joining SG Cowen, he spent the past four and a half years at UBS Warburg as a medical supplies and technology analyst, with a focus on the cardiology, ophthalmology and surgical fields. Prior to UBS Warburg, he spent two years as an associate at Kidder Peabody covering the medical supplies and technology industry. Prior to Kidder Peabody, he spent two years in Paine Webber's Equity Research department as Hard Dollar Sales Manager. He received a BS degree in Industrial Management from Carnegie Mellon University in 1991. Profile
TWST: Matt, we're talking about medical supplies and devices. How have

these stocks performed?

Mr. Dodds: As of last week, our med-tech composite index's performance

has exceeded the S&P,