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

Associate Managing Director
ISI’s Healthcare Services & Technology Team

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

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 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.