DATE/TIME
September 18, 2:00 – 2:30 PM EST
TITLE
Normalization of the Pipeline: The Science vs. Funding Battle
SPEAKER
David H. Windley, CFA, CPA
Managing Director, Jefferies LLC
ABSTRACT
Investment in innovation has moderated since the euphoric pandemic years. But the pandemic hangover is not the only issue with which the industry is contending. Inflation Reduction Act, Tariffs, and Most Favored Nation policies also cap therapies’ commercial opportunity. Financially, President Trump’s America First bias is prompting significant onshoring commitments of manufacturing jobs. Those myriad issues have prompted re-evaluations of pipelines and return potential, which also entails evaluating cost to develop and produce…including manufacturing cost. This session will explore the data and details behind these factors.
BIO
Dave Windley is a managing director and founding member of Jefferies’ Healthcare Equity Research team. Over a 25-year career in investment research, Mr. Windley has covered a broad range of healthcare product and service sectors, including managed care, healthcare information technology, pharmaceutical services, and specialty pharmaceuticals. Dave is a five-time Wall Street Journal Best on the Street honoree and a 6-time Starmine award recipient. Dave is involved in the Nashville financial and healthcare community, having served on boards of the CFA Society Nashville and Owen Graduate School of Management. Dave also enjoys mentoring start-up companies. Dave earned his Masters of Business Administration from the Owen School at Vanderbilt University and his BA from Transylvania University. Dave is a CFA charter holder and certified public accountant.
