Brokering biotech
research
did you know
Distributing research results through publications -
either printed or electronic -
into these complex sectors.
is a familiar way of
Two-way facilitations
Excited reality
exhibiting your knowhow. Conferences are also embedded
in RI's work methodologies as means of showing off our
knowhow. But the kind of conferences organized by( say,
the global pharmaceutical and health care research team
are a very different animal. More like beauty contests,
they allow the results of the research - companies - to
present directly to potential investors while giving our
own people an opportunity to explore and gain insight
IO What sNewS Issue 11 'November 1998
The thick book presented
to each participant at the
first ever RaboBiotech
'conference' is a valuable
document in more ways than
one. Not only does the review
authored by top rated health
care team Stephen McGarry,
Continued from page 9
Also New York based is
Adrian de Young, specifically a
sugar, cotton and sweetener
specialist. He is also
experienced in soft
commodities such as coffee
and cocoa.
Mare van Strydonc is the
Hungarian based APFT
beverages specialist,
specifically beer. His
specialization covers all of
eastern Europe.
APFT's Niek Broeyer is a
Dallas-based ethanol
specialist.
Covering the glasshouse
industry is Ad Gerritsen from
APFT Mexico.
Manuel Gonzalez is APFT's
Mexico based dairy specialist.
A specialist in the beef
industry, Tony O'Connor was
Sam Fazeli, Steve Cox and
Andrew Tivenan, contain the
results of thorough sector
analysis. It also contains
indepth profiles on 16 biotech
companies, along with the
teams recommendations for
buying, selling or holding. In
formerly with APFT, and is now
based in Brisbane.
Jonathan Logan is APFT's
Hong Kong based food
services specialist. Ifyou're
thinking all our expertise is
located in APFT, think again.
Our investment
banking people
- including
Hung Tran
(below) and all
London-based
unless
otherwise
indicated - also bring a range
of top class knowledge and
business insight to the bank -
all of which is accessibte to
everybody in the network.
Jonathan Aitken and his
team are specialized in global
banks and fnancial
institutions. Their work is
fact, the contents of this
publication are very valuable
indeed, for both the
companies it covers as well
as for the target readership -
namely institutional and
other major investors. The
RaboBiotech Review gives to
investors the kind of advice
they would normally pay for
enormous amounts.
So why are we giving it
away? Well, it is not quite
like that. The aim of such
conferences is to allow
companies - in this case, five
of them - considered
promising by the team to talk
directly to potential investors.
Any subsequent investment
would then, in theory, be
handled by our equity sales
team. Fissentially, we organize
events of this kind as
intermediaries and potential
brokers. 'This kind of event is
quite usual in our industry,'
comments Jurek Sikorski,
published regularly in book
form.
Global F&A corporates are
the preserve of John Campbell
and his people.
Asoka Setvarajah heads up
the equity quantitative team,
white
Equity strategy is the
responsibiiity of Roger Monson
and his people.
Andrew Tivenan in London
heads the five-person global
pharmaceutical and health
care research team. Areas of
specialization covered by the
team include bio-technology,
pharmaceuticals and health
care, all with an equity focus.
(See biotech on pages 4-5.)
At Rabo Securities in
Amsterdam, Bert van der Broek
leads the highly successful
Dutch equity research team.
CEO of Cantab Pharma
ceuticals, one of the com
panies presenting at the confe
rence. 'In fact, this is very
civilized. In the US, there can
be as many as 200
companies, all vying for
investor attention. We
participate in these events
because it gives us an oppor-
tunity to talk directly to
investors to whom we would
Jurek Sikorski
not normally have access. In
turn, they have a chance to
take a good look at us. So it
facilitates both ways. And if
you're regularly invited to
participate, it also allows
investors to monitor your
development and progress.'
Christine Lane of James Capel
Investment Management
agrees. As a stockbroker for
private clients, she represents
Christine Lane
the other side of a possible
transaction. 'Health care and
pharmaceuticals is quite a
diffkult industry,' she says.
