Healthcare >> Sector Roundtables >> January 24, 2000
SERGIO TRAVERSA is a Portfolio Manager with the Merlin BioMed Group
focusing on the global pharmaceutical sector. He was previously a
Managing Director in the Health Care Equity department of ING Barings
U.S. and a Pharmaceutical Analyst with Mehta and Isaly and Mehta
Partners. Prior to that he was associated with Johnson & Johnson and Eli
Lilly. Mr. Traversa received a Doctor of Pharmacy degree from the
University of Turin and an MBA from the Stern School of Business at New
York University. Profile
Mara Goldstein is an Executive Director in Equity Research with
CIBC World Markets, covering large capitalization pharmaceuticals
and pharmaceutical technology companies. Prior to joining CIBC
World Markets, Ms. Goldstein was an Equity Research Associate
with BT Alex. Brown from 1991 to 1997, and was with CS First
Boston in 1991. Ms. Goldstein received a BS from Purdue
University in Economics with minors in Biochemistry and French.
She has been quoted in numerous publications, including The Wall
Street Journal, Investors Business Daily, Business Week and
Fortune, and has also made appearances on CNBC, CNN and the CBS
Evening News. Profile
Leonard S. Yaffe, MD is a Managing Director and Senior Research Analyst
in the Health Care Group at Banc of America Securities. Previously, he
was associated with Vincent Chelsey & Company and Gilford Securities. A
Chartered Financial Analyst, he earned both his Bachelor's degree and
his MD from Northwestern University. 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
JEFFREY CHAFFKIN is a Managing Director with PaineWebber, Inc.
Previously, he was associated with Aetna Health Plans and Arthur
Andersen & Company. He received both his Bachelor's degree in Economics
and his MBA in Finance from the Wharton School at the University of
Pennsylvania. Mr. Chaffkin is married and has two children. Profile
HEMANT K. SHAH is President of HKS & Company in Warren, New Jersey.
Previously, he was associated with Mabon Nugent, Nomura Securities,
Pfizer, Merck, and Glaxo. Mr. Shah holds both Bachelor's and Master's
degrees in Industrial Pharmacy from the University of Bombay. He also
holds Master's degrees in Business Administration from The London
Business School at the University of London and New York University. Mr.
Shah is married, has two children, and includes traveling, boating, and
wine collecting among his personal interests. Profile
group and compared to other sectors of health care?
Ms. Goldstein: In terms of stock price performance, the group turned
