Fundamental Research
Healthcare Services & Technology
L to R Back Row: James Clark, Elizabeth Anderson
L to R Front Row: Bianca Naclerio, Vijay Kumar
Ross Muken, Michael Cherny
Coverage Universe
A
ABC
ATHN
BRKR
CAH
CERN
CPHD
CRL
CTRX
CVD
CVS
DHR
ESRX
HOLX
HSIC
HTC
ICLR
ILMN
LIFE
LST
MCK
MDAS
MDRX
MTD
PDCO
PKI
PRXL
Q
QGEN
QSII
TMO
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 sectors (including Life Science Tools, Contract Research Organization, Diagnostic, PBM, Distributor, Specialty Distributor, and Healthcare IT stocks).
Ross has been conducting research on healthcare companies for more than 8 years. Ross and his team provide clients with thoughtful and timely research, such as the near-term “Staying Informed” and “Sentiment Surveys,” differentiated periodicals like “Muken’s Monthly Medicine” and “Trending Topics”. 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.