Webinar: Healthcare Stocks in a Post-COVID World


This Friday, December 4, 2020 at 11:00 am, Integrity Research Associates will host the third in its series of live ResearchInsights webinars featuring three highly regarded independent healthcare analysts to discuss the likely winners and losers in the healthcare sector in 2021 and beyond.   

This Week’s Healthcare Sector Panel

This week’s webinar on Healthcare Stocks in a Post-COVID World, scheduled for Friday, December 4th at 11:00 am ET, will feature three highly experienced analysts from independent healthcare research firms to discuss which public companies are likely to be the biggest winners and losers in the aftermath of the COVID-19 pandemic.  The three analysts on this week’s panel 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.

Register for the panel by clicking here.  This week’s panel discussion will address a number of key topics for healthcare investors, including:

  • What are a few of the key trends that will drive healthcare stocks through 2021?
  • How each analyst expects the healthcare sector to perform in 2021 compared to the overall market and what will be the key drivers for the sector.
  • How will COVID testing evolve in 2021, and who is most likely to succeed in this space?
  • How will the drug development process change in the future as we move past COVID?
  • Which parts of the healthcare sector are the most overvalued today, and will there be a market correction any time soon?
  • Are there any segments of the healthcare sector that remain undervalued, and still have room to move higher?
  • Each analyst will provide one high conviction non consensus long or short idea, and explain their rationale for their view.

This week’s ResearchInsights: Healthcare Stocks in a Post-COVID World panel discussion is the third in a series of “investment ideas” events organized by Integrity Research Associates covering various sectors, themes, and topics that asset manager clients have asked about.

January’s upcoming ResearchInsights panel will address the insights and trade ideas of three highly experienced independent macro analysts on their 2021 Global Macro Outlook.


About Author

Mike Mayhew is one of the leading experts on the investment research industry. In addition to founding Integrity Research, Mike is on the board of directors of Investorside Research Association, the non-profit trade association for the independent research industry, and a frequent speaker on research industry trends and developments. Mike has over thirty years of research industry experience. Email: Michael.Mayhew@integrity-research.com

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