We have extensive experience in all aspects of life sciences finance, including institutional sales, capital markets, investment banking, investor and public relations, sell-side analysis, and buy-side analysis. We have an equally strong foundation in the life sciences (6 Ph.D.s on staff), which enables us to understand our clients’ R&D, regulatory, and commercial strategy. The combination of financial service and life science expertise allow us to best serve our clients’ needs.
Director of Key Opinion Leader (KOL) Strategy and Management
Morgen Alden is the Director of Key Opinion Leader (KOL) Strategy and Management at LifeSci Partners where she works closely with LifeSci’s research team to plan, organize and execute KOL events, which bring insight and value to the healthcare investment community. Prior to joining LifeSci, Morgen worked as a project manager on the healthcare team at Guidepoint Global, where she fielded KOL meeting requests for 100+ clients on the buyside, sellside, and from corporations in the biotechnology and medtech industries. Her expertise lies in bridging contacts and building mutually beneficial relationships between healthcare professionals and institutional financial investors. Morgen received both her Masters and Bachelor of Arts in Medical Anthropology from the University of Pennsylvania.
Managing Director, Relationship Manager
Joyce Allaire has more than 14 years experience in Institutional Equity Sales. She began her career at Hambrecht & Quist in Boston and post merger worked at JP Morgan in New York. Joyce spent seven years at Leerink Swann & Co. as a Senior Healthcare Sales Specialist where she spearheaded research sales and capital markets initiatives for institutional investors. She brings not only a high level of industry knowledge, but also a broad reach to the buy and sell side constituencies. Joyce received her MBA from Bentley College and graduated from Assumption College with a Bachelor of Arts in Economics and Finance.
Managing Director, Communications
Paul Arndt is an investor relations and corporate communications executive with 20 years of corporate and agency experience. Previously, Paul was Sr. Manager of Investor Relations for Spectrum Pharmaceuticals during which time the company saw a more than 23-fold growth in its market capitalization, an increase in sell-side analyst coverage from two to seven and an increase in institutional ownership from 25% to more than 70% through proactive investor targeting. Prior to Spectrum, he led investor relations and corporate communications for NeoPharm, Inc., where he was responsible for executing long-term investor, corporate, employee, and media relations programs designed to develop and refine core messages to optimize value creation, contributing to a more than 500% increase in market capitalization and a doubling of analyst coverage through several corporate events. Paul also served as an IR consultant at Hill & Knowlton and David A. Noyes & Company. Paul earned his MBA from the Lake Forest Graduate School of Management in Chicago and his Bachelor of Arts in Communications from Quincy University in Quincy, Illinois. He is also a NIRI-National and NIRI-Chicago chapter member, and a recent Officer of the NIRI-Orange County, California chapter.
Director, Investor Relations
William Begien has worked in institutional finance for more than 20 years. He spent the first half of his career on the fixed income side in sales and trading at Merrill Lynch and Morgan Stanley. For the last 10 years Bill has been an institutional equity salesman in Boston and New York for Caris & Company, Leerink Swann and Summer Street Research Partners. As a healthcare specialist for the last five years, Bill has a deep understanding of the sector and the buy side landscape. Bill lives in Boston and is a graduate of The University of Massachusetts at Amherst where he was a member of the varsity lacrosse team for four years.
Managing Director, Israel
Moran brings over 15 years of Investor Relations experience, having worked with Israel’s largest and most prominent private and publicly traded companies. Prior to joining LifeSci Advisors, Mrs. Meir-Beres was a senior account executive at KM Investor Relations, Israel’s first and largest IR firm, where she provided companies from a wide range of sectors ongoing investor and financial media relations advice, as well as advisory services related to public and private securities offerings, mergers and acquisitions, and crisis management. Prior to joining KM, Ms Meir-Beres was part of the IR team at Teva (NYSE: TEVA), Israel’s largest healthcare company.
Moran earned her BA and Master Degree in Law from Bar-Ilan University in Israel.
Niki has over 15 years experience in the healthcare sector including 10 years in institutional equity sales in Europe specialising in US & European Healthcare stocks at Cowen, JP Morgan and then Fortis Bank, with a particular focus on Biotechnology companies at the latter. In 2009 she founded Aetia Ltd, a UK based specialist financial services firm offering capital raising and investor access services to private and public healthcare companies around the world, further developing her long-standing relationships with the healthcare investment community across Europe. During her career, Niki has managed numerous deal and non-deal roadshows across the UK and Europe and has a successful track record raising capital for a wide range of both public and private global life science companies at various stages of development. Prior to her investment banking career, Niki worked at Pricewaterhouse Coopers. She has a BSc in Business Management and Languages from Kings’ College, London.
Patrick Dolezal has accumulated a broad skill set in the life sciences over the past seven years. He holds a Master of Science degree in Biology from New York University where he completed his thesis in a translational research laboratory focused on Alzheimer’s disease. Patrick is an avid SCUBA diver and performed epidemiological research for the Divers Alert Network while based in Cozumel, Mexico.
Matt has 30 years experience in the healthcare arena, both as a Wall Street professional and pharmaceutical executive. Matt has extensive development-to-market experience having led the efforts to bring several important new drugs to commercialization including Synagis (MedImmune) and Cinryze (Lev Pharmaceuticals) and is a Founder of Algorithm Sciences.. He also has more than 13 years experience as a buy-side and sell-side equity research analyst and investment banker. Most recently, Matt was Managing Director at Roberts Mitani, a global, healthcare focused investment bank; where he focused on strategic transactions and financing. Additionally, he serves as a healthcare advisor to the Capital M Group, a multi-strategy investment firm. Previously, Matt co-founded Black Diamond Research, LLC where he specialized in healthcare/biotechnology research and analysis. He also serves on the Board of Directors of CorMedix, Inc., a publically traded healthcare company focused on development and launch of products in the Cardio-Renal field. Matt received his undergraduate degree from Duke University. He holds Series 7, 63 and 65 securities licenses. Matt served as the Treasurer of Ridgefield Academy an Independent School in Ridgefield, CT, and was a Member of the Board of Trustees.
Managing Director, Senior Analyst
Jerry Isaacson has broad experience in biotechnology, having worked in both public and private biotech companies in areas ranging from medicinal chemistry and analytical chemistry to patents and investor/public relations. Jerry has also worked as a Research Analyst for the Medical Technology Stock Letter. He brings a passion for science to his work and combines that with a deep interest in and knowledge of the biotech industry to constantly get at the important, underlying scientific questions that drive company valuations. Jerry holds a Bachelor of Arts degree in Chemistry from Harvard University and received his Ph.D. in Organic Chemistry from the University of California in San Diego.
Managing Director, Europe
Chris has over 20 years of experience in the life sciences industry covering business development, investor relations, public relations, journalism, investing, and molecular neurobiology. He is the founder of BioConfidant Sàrl a Geneva-based strategic consulting firm that helped senior executives achieve their financing and partnering goals. Previously, while at Addex Therapeutics (SIX:ADXN), Chris was a member of the executive management board and held the positions of Head of Investor Relations & Communication (2007-2010) and Director Business Development (2010-2013). He co-founded the Alpine Institute for Drug Discovery in 2013, a not-for-profit social enterprise whose mission is to help commercialize academic discoveries. In addition, Chris worked as: a journalist for the leading biotechnology trade publication BioCentury (2001-2007); an Associate at Casdin Life Science Partners (later Cooper Hill), a NYC-based biotechnology hedge-fund (1997-2000); and a molecular neurobiologist studying drug dependence at The Rockefeller University (1993-1997), where he co-authored twelve peer-reviewed publications. Chris holds a BA in English Literature from Yale University, where he also completed pre-medical studies.
Andrew McDonald is an experienced healthcare investment professional with expertise in identifying transformative products and technologies in all stages of development. Andrew is a Founding Partner of LifeSci Advisors and LifeSci Capital. Prior to founding LifeSci, Andrew served as senior biotechnology analyst at Great Point Partners, a dedicated life science hedge fund. From 2004-2006, Andrew was Head of Healthcare Research and a Biotechnology Analyst at ThinkEquity Partners, a boutique investment bank. Prior to entering the financial services industry, Andrew was a medicinal chemist at Cytokinetics from 2001-2004, where he discovered and developed a promising anti-cancer agent now in clinical trials. Andrew began his pharmaceutical career as a medicinal chemist at Pfizer. Andrew received a Ph.D. in organic chemistry from UC Irvine and completed his B.S. in chemistry at UC Berkeley.
Ed McSorley brings more than 30 years of institutional equity sales experience and a strong book of Street contacts on both the buy side and sell side. He began his institutional equity sales experience at Bache (Prudential Securities) and later worked at Dillon Read, Wasserstein Perella, Hambrecht & Quist, JP Morgan and Citigroup. Ed enlisted in the U.S. Marine Corp at 17 years old and saw service in Vietnam. He received his MBA from Fordham University and graduated from Bryant University with a B.S. in Business Administration.
Angela Qian is a Managing Director at LifeSci Partners, where she oversees the firm’s buy-side and sell-side strategic targeting efforts. She works to bring value to both public and private clients by conducting in-depth comparative peer analyses and broader industry analyses, constructing comprehensive investor relations plans, drafting company board presentations, and assisting in the firm’s corporate communications and access activities. Prior to joining LifeSci Partners, Angela worked at Columbia University Medical Center and the University of Miami Miller School of Medicine. She holds a Bachelor of Arts in Neuroscience from Columbia University.
Michael Rice has experience in portfolio management, corporate management, investment banking and capital markets. Prior to co-founding LifeSci Advisors and LifeSci Capital, Michael was the co-head of health care investment banking at Canaccord Adams, where he was involved in debt and equity financing. Michael was also was a Managing Director at Think Equity Partners where he was responsible for managing Healthcare Capital Markets, which included structuring and executing numerous transactions, many of which were firsts at ThinkEquity. Prior to that, Michael served as a Managing Director at Banc of America serving large hedge funds and private equity healthcare funds. Previously, he was a Managing Director at JPMorgan/Hambrecht & Quist.
Brian Ritchie has over 14 years of healthcare investor communications experience. He focuses on developing, implementing and overseeing investor relations programs for leading medical technology, biotechnology, specialty pharmaceutical, and healthcare services companies. Brian has also worked on a number of financial transactions, including IPOs, follow-on offerings, venture rounds, and M&A agreements. Prior to joining LifeSci, he spent over eight years at FTI Consulting as a Senior Director within the Strategic Communications segment’s Capital Markets Practice and healthcare & life sciences sector. Previously, Brian spent nearly six years at Noonan/Russo Communications, where, in increasingly senior positions, he focused on investor relations for a large variety of life sciences and healthcare companies. He holds a B.S. in communication arts from St. John’s University, where he graduated Cum Laude.
Tom Rorke has more than 20 years experience in Institutional Equity Sales. He began his career in the Philadelphia Office of Wertheim and Company. Tom then spent fifteen years at Credit Suisse where he was responsible for Research Sales and Trading in the MidAtlantic, Midwest, Southeast and Canadian Regions. He also Managed Credit Suisse’s MidAtlantic Middle Markets Group for twelve of those years. Prior to joining LifeSci Advisors, Tom worked for two years at Brean Capital where he focused on Health Care Capital Markets. Tom graduated from Wake Forest University with a Bachelor of Arts in Psycholgy and Spanish.
Director, Investor Relations
Ed Salmon has more than 30 years institutional equity sales and trading experience with deep relationships on both the buy and sell side. He began his career at Smith Barney and spent 28 years at Jefferies. He received at BA at the University of Massachusetts at Amherst.
David Sherman has studied neuroscience for over nine years with broad exposure to translational research and cutting-edge technology. He has a deep understanding of biological systems that allows him to draw subtle distinctions between research programs and effectively evaluate market potential. David has a Bachelor of Arts degree in Biology from Harvard University, where he conducted a research project on motor control and Parkinson’s Disease for his senior thesis. He completed a Ph.D. at UCLA in the Department of Neurobiology studying the neural control of breathing.
Sam Slutsky has more than 3 years of experience in healthcare research. Prior to joining the LifeSci team, Sam conducted orthopedic research under Dr. Javad Parvizi at the Rothman Institute in Philadelphia. His work was presented at the American Association of Hip and Knee Surgeons (AAHKS) 24th annual meeting. Sam holds a Bachelor of Arts in Economics from the University of Rochester. He was a member of the school’s NCAA baseball team, where he compiled several accolades including all-conference and academic all-district.
Hans Vitzthum has more than 25 years experience in institutional sales and healthcare research product management at Leerink Partners, Cowen & Co., and Lazard Capital Markets. Hans spent 12 years running the morning research call at two investment banks and has served as “Deal Captain” on more than 100 healthcare IPOs and secondary offerings. Hans has worked in healthcare research product management for the past 15 years and has developed extensive and long-standing relationships with the institutional investment community. Hans earned his Applied Baccalaureate from Columbia College.
Managing Director, Communications
Michael Wood has 20 years experience advising the biotechnology and life science industries, having worked as a sell side analyst, institutional investor and investor relations professional. As a sell-side analyst he worked at Lehman Brothers, UBS and Hambrecht & Quist (now part of JP Morgan). On the buy side, he spent four years working on a healthcare sector fund at Welch Capital Partners in New York. He has also acted as an independent advisor to venture capital firms on PIPE transactions and late stage private investments. Michael is a native of Dublin Ireland and holds an Honors Degree in Microbiology from Trinity College Dublin. He also studied Investor Relations and Corporate Communications at New York University.
Bob has over 25 years of experience as a buy-side analyst, portfolio manager, private equity investor and investment banker. He has extensive experience with health care companies, especially in the medtech, diagnostics and specialty pharma sectors. Bob focuses on providing CEOs and CFOs with strategic advice on key investor issues in order to enhance stock valuation through effective and compelling messaging and clear, consistent communications with institutional investors.
Bob’s experience and perspective as an investor in public and private health care companies informs his strategic investor relations work for companies with market capitalizations from $100 million to over $50 billion. He has worked with medtech and spec pharma areas in providing ongoing investor relations advice as well as working on IPOs, follow-on offerings and equity-linked securities. In addition, Bob has advised companies in M&A transactions, dual track processes, and C-suite executive transitions.
Before joining ICR, Bob was a Portfolio Manager and Senior Research Analyst at Principled Capital, a fund with $1.5 billion of AUM, for 10 years with responsibility for all health care investing. Prior to Principled, he was a Vice President at Warburg Pincus, one of the world’s largest private equity and venture capital firms, investing in health care. Bob was a member of the Board of Directors of The Medicines Company (MDCO) and Eurand international, which was acquired by Aptalis Pharma. He spent 15 years in investment banking, including serving as Managing Director in Health Care Finance Group at Bear Stearns & Co., having worked on capital markets and M&A transactions in excess of $5.0 billion. Bob earned a BA in Economics from Yale University and an MBA from Stanford University Graduate School of Business.