New York, New York, United States
Healthcare investor combining medical expertise, broad understanding of biopharma industry, and extensive experience both evaluating and advising companies, passionate about moving healthcare companies forward and advancing what medicine can do for patients. As a biotech analyst, recognized for in-depth evaluation of emerging biotechnology companies, ranked runner up in Institutional Investor All-America Research Team poll. As a consultant, lead projects and advise biopharma companies on corporate strategy, business development, and R&D.
Led equity research team covering US Small & Mid-Cap Biotechnology sector. Areas of expertise included emerging biotechnologies and genetic medicines (i.e., cell and gene therapy, RNA drugs). Coverage companies included Alexion, Alnylam, AveXis, bluebird, BioMarin, Ionis, PTC, Sarepta, Spark, Ultragenyx, uniQure, Vertex. - Conducted in-depth research to make differentiated stock recommendations; consistently ranked among top Bernstein US analysts on stock picking performance, including #1 ranking in 2019. - Built strong reputation for differentiated research; ranked runner-up in small / mid-cap biotechnology in the Institutional Investor All-America Research Team survey; named a Rising Star of Equity Research by Business Insider. - One of few Bernstein associates promoted to Analyst and then Senior Analyst.
Led McKinsey and corporate teams on all aspects of consulting engagements. Advised top biopharma companies on corporate strategy, product strategy, R&D portfolio prioritization, business development strategy and due diligence for acquisitions. Example engagements: Corporate Strategy Advised and supported CEO and CFO of a top 5 pharmaceutical / medical products company on corporate strategy and executive agenda. - Managed strategic planning and financial planning processes to reach company goals. - Conducted business portfolio review; recommendations led to decision to exit underperforming business lines and multi-billion-dollar divestiture. - Worked closely with senior executives; gained significant exposure “behind the curtain” at a major biopharma company, acquiring insight into top level corporate strategy. Product Strategy and Commercial Execution Led brand strategy transformation for a blockbuster biotech drug. - Conducted diagnostic assessment and identified opportunities for growth. - Developed updated commercial strategy, including messaging / positioning, salesforce strategy. - Led successful roll-out and implementation of new strategy, using strong communication skills and navigating complex stakeholder relationships. - Successfully reversed declining sales to return product to growth. R&D Portfolio Prioritization and Productivity Advised on and led R&D portfolio review and prioritization at multiple biopharma clients. - Developed framework for portfolio prioritization, created clarity around R&D investment options; led to decisions to prioritize or de-prioritize programs, increasing R&D investment efficiency. Business Development Strategy and Due Diligence Assessed and advised on strategic rationale for potential acquisitions and divestitures; led due diligence efforts on potential acquisitions. - Conducted due diligence on multiple potential acquisitions in the pharmaceutical and medical products space, on targets ranging from ~$500mm to $5bn+.