Healthcare >> Analyst Interviews >> November 2, 2009

Uncertainty Breeds Opportunity In Specialty Pharma – David Amsellem – Piper Jaffray & Co.

David Amsellem is a Managing Director and Senior Research Analyst at Piper Jaffray & Co., covering specialty pharmaceuticals. Prior to joining Piper Jaffray & Co. in 2008, Mr. Amsellem spent five years at Friedman Billings Ramsey, where he was a Senior Research Analyst covering small and midcap pharmaceuticals from 2006 to 2008, and a Senior Associate on the biotechnology equity research team from 2003 to 2006. Mr. Amsellem was recognized as the number one-ranked Analyst in North America for accuracy of earnings estimates in the pharmaceuticals sector in the 2008 Financial Times/StarMine Best Brokerage Analyst survey. Mr. Amsellem has more than 10 years of Wall Street experience, including work in life sciences investment and merchant banking at Prudential Vector Healthcare. Mr. Amsellem earned his B.S. from Cornell University. Profile
TWST: Where are you focusing your attention in the smaller-cap pharma space these days?

Mr. Amsellem: In terms of the smaller caps - companies under $10 billion or under $5 billion in market cap -