Healthcare >> Sector Roundtables >> August 6, 2001

Roundtable Forum: Specialty Pharmaceuticals

TIMOTHY ANDERSON, MD, has been with Prudential Securities for the past three years covering the Specialty Pharmaceuticals and Drug Delivery sectors, and more recently the Major Pharmaceuticals sector. Prior to that, he was at Harvard Medical School as a Resident Physician specializing in Emergency Medicine. In addition to his clinical duties, Dr. Anderson also worked on several projects as a Business Analyst for Brigham and Women's Hospital, and served on the Board of Directors for the Massachusetts American College of Emergency Physicians. He received his MD and MBA from the University of Chicago, and studied Biochemistry and English Literature at the University of California. Profile
RICHARD B. SILVER is a Senior Vice President and Senior Research Analyst at Lehman Brothers, where he is a member of the healthcare equity research team. Mr. Silver focuses on specialty and niche pharmaceuticals, drug delivery technology and generic drugs. Prior to joining Lehman Brothers he was with Chase Manhattan Bank as a Credit Analyst. Mr. Silver hold a BA from the University of Connecticut. Profile
JERRY L. TREPPEL is a Managing Director with Banc of America Securities LLC. He holds a Bachelor's degree in Microbiology from Rutgers University, a Master's degree in Hospital Administration from Washington University, and an MBA from New York University. Mr. Treppel was previously associated with Warburg Dillon Read, Dillon Read, and Furman Selz. His interests include politics, Judaic history, and baseball. Profile
IAN C. SANDERSON is a Managing Director at SG Cowen. A member of the Healthcare/ Pharmaceutical Team, he covers emerging and mid cap pharmaceutical companies including specialty pharmaceutical, drug delivery and generic pharmaceutical companies. Prior to joining SG Cowen, Mr. Sanderson was associated with Houlihan Lokey Howard & Zukin, Cambridge Associates and Putnam International Advisors and U.S. Surgical Corporation. He received a BA in Political Economy from Williams College and an MBA in Finance from the Wharton School at the University of Pennsylvania. Profile
ERICK J. LUCERA of CJS Capital Management, LLC, was formerly associated with Independence Investment Associates and Price Waterhouse. He earned his Bachelor's degree in Accounting from the University of Delaware and his MBA from Indiana University. Mr. Lucera is a CPA, CMA and a candidate for the CFA designation. Profile
TWST: Jerry, what in your view has been most notable about the

performance of the small to medium cap pharmaceutical stocks this year?

How does the performance compare with that of 2000?