ISI International Strategy & Investment

Healthcare Services & Technology

Ross Muken
Ross Muken

Senior Managing Director
Head of Healthcare Services & Technology Research
Michael Cherny
Michael Cherny

Managing Director

Vijay Kumar, MD
Vijay Kumar, MD

Managing Director
ISI’s Healthcare Services & Technology Team

L to R Back Row: James Clark, Elizabeth Anderson

L to R Front Row: Vijay Kumar, Ross Muken,
Michael Cherny

Coverage Universe

A

ABC

ATHN

BDX

BRKR


CAH

CERN

CPHD

CRL

CTRX


CVD

CVS

DGX

DHR

ESRX


HOLX

HSIC

ICLR

ILMN

ISRG


LH

MCK

MDAS

MDRX

MTD


PDCO

PINC

PKI

PRXL

Q


QGEN

QSII

TMO

VAR

WAG


WAT

 

 

 

 

ISI’s Healthcare Services & Technology Research Team, headed by Ross Muken, focuses on providing actionable investment ideas and proprietary research on the Life Science Tools & Diagnostics | Healthcare Technology & Distribution | Medical Supplies and Devices sectors (including Life Science Tool, Contract Research Organization, Diagnostic, PBM, Pharma Distributor, Drug Store, Specialty Distributor, Clinical Lab, Healthcare IT, and Medical Device stocks).

Ross has been conducting research on healthcare companies for more than 10 years. Ross and his team provide clients with thoughtful and timely research, such as the near-term “Sentiment Surveys,” differentiated periodicals like “ISI Monthly Overdose ” and “Trending Topics”, and the recent “Deconstructing” series. They also provide deep industry analyses and thematic research, as well as a strong history of stock selection and accurate earnings estimates.

The team is easily accessible with a leading level of responsiveness, and provides specialized corporate access via differentiated events (e.g. MedTools) and supplementary “Notes from the Road” reports.