Integrity ResearchInsights: Healthcare Sector

About The Webinar

Despite causing significant economic disruptions and untold human costs, the COVID-19 pandemic has also created a tremendous opportunity for investors in healthcare stocks, particularly as public companies provide telehealth services, or develop testing, diagnostics, treatments, or vaccines for the novel coronavirus. 

On Friday, December 4, 2020 at 11:00 am, Integrity Research Associates will moderate a panel of three highly regarded healthcare analysts who provide specialized research for institutional investors.  These analysts include:

Elliot Favus, MD.  Founder & Analyst, Favus Institutional Research.  Dr. Favus has been working as a healthcare equity research analyst on Wall Street since 2006, at Lazard Capital Markets and Och-Ziff Capital Management Group. Prior to working on Wall Street, Dr. Favus was an Instructor in Medicine at Mount Sinai School of Medicine in New York. He attended The University of Michigan (B.A.), The University of Chicago Pritzker School of Medicine (M.D.), and the NYU-Bellevue Hospital Internal Medicine Residency Program. He became board-certified in Internal Medicine in 2004.  In addition to being board certified in Internal Medicine, Dr. Favus has 10 years of basic science laboratory experience, working on human genetics projects at Harvard Medical School, The University of Chicago, and the University of Pittsburgh. He serves on the board of directors of FirstString Research and Anavex Life Sciences.

Aaron Fletcher, MD.  Dr. Fletcher founded and serves as president of Bios Research, a financial services firm that provides public equity research in the healthcare space tailored to institutional firms.  Bios Research provides fundamental healthcare industry research focused in the biotech and med-tech sub-sectors and through this research, Dr. Fletcher has a strong understanding of commercial viability in the marketplace.  Additionally, Dr. Fletcher is managing director of Bios Partners, a life sciences venture firm based in Fort Worth, Texas focused on private investments in the therapeutic space.   Dr. Fletcher holds a Ph.D. in biochemistry from Colorado State University and currently serves as a visiting professor at Dallas Baptist University.   

Jack Meehan, CFA.  Jack Meehan is a partner at Nephron Research and runs the firm’s Life Science Tools & Diagnostics franchise.  Jack has been a healthcare equity research analyst for over a decade, was ranked in the top 5 in Institutional Investor’s 2019 annual equity research survey for Life Science Tools & Diagnostics, and has been named an II “Rising Star” in two sectors. Jack graduated from Lehigh University with a BS in Integrated Business and Engineering. In his free time, he enjoys reading the footnotes of clinical data and translating that into investment recommendations for clients.

A few of the topics this panel of analysts will address include:

  • What are some of the key trends that are likely to have large impacts on the healthcare sector in 2021 and beyond, and who are likely to benefit from these developments?

  • Which parts of the healthcare sector are overvalued, and which industries are likely to experience a market correction in 2021?

  • Where are there still opportunities to book significant gains in 2021 in today's volatile healthcare sector?

  • What segments of the healthcare sector are likely to undergo fundamental change as the global Covid-19 pandemic alters the way business is conducted?

  • Michael Mayhew

    Integrity Research

  • Aaron Fletcher

    Bios Research

  • Jack Meehan

    Nephron Research

  • Elliot Favus, MD

    Favus Institutional

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