September 24-25, 2026 | Hyatt Regency, New Brunswick, NJ

David H. Windley

DATE/TIME

September 25, 08:30 – 09:00 AM EST

TITLE

Demand Cometh Before the Fall

SPEAKER

David H. Windley, CFA, CPA, Managing Director, Jefferies LLC

ABSTRACT

After several years of flagging demand from weak biotech funding and pharma pipeline resets, demand is finally re-emerging…just in time for fall. We’ll cover the funding environment and development deal activity, trial starts, onshoring, capital commitments, and the continuing shift toward large molecule.

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.