Sector Expert: Geoff Meacham
Geoff Meacham is an analyst with Barclays. Previously, Meacham was with J.P.Morgan as a senior biotechnology analyst, and was an equity analyst at UBS, following early-stage biotech and life science companies for about four years. Meacham has been ranked since 2007 in the Institutional Investor poll, including a No. 2 ranking since 2008. His research coverage spans large-cap biotech companies with a global reach as well as small, development-stage companies. He also worked in the pharmaceutical industry for two years in a research-and-development capacity, Meacham holds a Ph.D. in cell biology and a bachelor's degree in biology/microbiology.
A downtrending market is troublesome for investors, but does present interesting opportunities through creation of lower valuations. Finding the right names in the wobbly life sciences environment requires a sharp eye and depth of experience. In this interview with The Life Sciences Report, J.P.Morgan Senior Biotechnology Analyst and Managing Director Geoff Meacham, a veteran analyst and cell biologist, brings eight important names to investors' attention and explains why they are still growth stories.
It may seem counterintuitive that rare diseases might actually be biotech growth drivers, but Senior Analyst and Managing Director Geoff Meacham of JPMorgan Chase makes just that case. In this exclusive interview with The Life Sciences Report, Meacham lays out his premise that hepatitis C and orphan disease drugs can cure the woes of growth-starved investors.
"GILD has solid fundamentals and a best-in-class HIV franchise."
Geoff Meacham, JPMorgan Chase