Best HC/therapeutics pods?
As title says interested in opinions on who’s known to be sharp in HC (and more specifically therapeutics) space
As title says interested in opinions on who’s known to be sharp in HC (and more specifically therapeutics) space
| +21 | Future of L/S | 5 | 2d |
| +17 | Latest blow up / wind down | 25 | 2d |
| +15 | James Fishback | 7 | 7h |
| +12 | Looking for Fund to Partner With - LMM Activist | 4 | 5h |
| +10 | SM L/S Compensation? | 3 | 7h |
| +9 | Moving from credit to equity? | 3 | 4d |
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| +9 | How to prep for credit HF? | 4 | 1d |
| +3 | Jensen Huang | 1 | 5m |
| +3 | Chefs at Pod Shops | 2 | 3d |
Career Resources
Based on previous WSO threads, here are some insights on top healthcare (HC) and therapeutics-focused private equity (PE) firms and investment banks:
Top Healthcare PE Firms:
Top Healthcare Investment Banks:
Key Points:
These firms and sectors are highly regarded for their expertise and performance in the healthcare and therapeutics space.
Sources: Healthcare Investment Banking Q&A, Bain Capital Healthcare, Are we at peak pod shop?, Can we start a thread on the pros and cons of different coverage groups from a work / career perspective?, Healthcare PE - top shops
Bump - curious who cleans up in services vs medtech vs life sciences? Also any insight on alt data piece for services, how important is it, how are the teams tracking adj admissions etc
Services is very broad but yes people use alt data to track hospital in patient / out patient rooms for example.
Got it - assuming the data is just checks from non-profit/private hospital comps since there isn’t any card/satellite data to track?
Peter Goodwin but now he's running BAM equities.
A lot of P72’s PM in biotech
Woodline are some of the sharpest in HC space
Agree here on Pharma, views on services/medtech folks?
Peter Goodwin
Dan Krizek
David Brodsky
Dan Krizek run public equities ?
Josh Fisher
Melissa Mcginnis at Holocene Advisors is one of the best investors on the street
Super helpful thread - Any well known services focused pods at C/M/B? How about on the SM side?
Silverstein
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