Healthcare >> Sector Roundtables >> January 22, 2001

Roundtable Forum: Pharmaceutical Industry

MARIO V. CORSO, CFA, is a Senior Analyst covering the pharmaceutical and biotechnology industries since 1996. He was previously associated with Copley Pharmaceuticals and Scudder Investments. Mr. Corso received a BA in Economics from the University of Connecticut and an MBA from Northeastern University. He has earned the Chartered Financial Analyst (CFA) designation. Profile
LEONARD S. YAFFE is a Pharmaceutical Analyst for Banc of America Securities, focusing on health care distribution and pharmaceutical stocks. He was previously associated with Gilford Securities and Vincent, Chesley & Company. Dr. Yaffe received a BS in Medicine and an MD, both from Northwestern University Medical School. He is married and includes baseball, tennis and wine collecting among his interests. Profile
JEFFREY J. KRAWS is a Pharmaceutical Analyst at Gruntal & Company, L.L.C., focusing on large cap pharmaceutical, specialty pharmaceutical, drug delivery/distribution systems, biopharmaceutical and medical technology stocks. He was previously associated with EVEREN Securities, Bristol-Myers Squibb and Buckingham Research. Mr. Kraws received a BS from the State University of New York and an MBA from Cornell University. Profile
D. LARRY SMITH is a Pharmaceuticals Analyst at Sutro & Company, focusing on pharmaceuticals, physicians management, radiology services and hospital outsourcing stocks. He was previously associated with Hambrecht & Quist Smith . Mr. Smith received a BS in Mechanical Engineering at Purdue University, MS in Mechanical Engineering from Stanford University and an MBA from Columbia University. SERGIO C. TRAVERSA is a Pharmaceutical Analyst with ING Barings L.L.C., focusing on US and European pharmaceutical stocks. He was previously associated with Mehta and Isaly and Mehta Partners. Prior to that he was associated with Farmitalia Carlo Erba, Johnson & Johnson and Eli Lilly. Mr. Traversa received a Doctor of Pharmacy from the University of Turin and an MBA from the Stern School of Business at New York University. Profile
TWST: Len, tell us how the predictions that you made at last year's Wall

Street Transcript Roundtable have turned out. We should note that at

that time, you described your position as unabashedly