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Chief Investment Officer
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1 Federal Street 28 Th Floor
Crossover Healthcare Fund (the "Fund") is a value oriented investment fund with a focus on the healthcare sector. The Fund combines a proprietary small cap focused direct investment strategy with an actively managed concentrated long/short portfolio. The Fun... more.
Managing Director of Pequot Capital Management and Portfolio Manager of the Public Healthcare Strategy
Director of Research
Economics and English
University of Vermont
Navroze Alphonse, Founding Partner & Portfolio Manager
Navroze Alphonse Founding Partner & Portfolio Manager Mr. Alphonse is responsible for analyzing and assessing return profile and risk of investments, constructing and managing the portfolio. Previously, Mr. Alphonse was the Portfolio Manager of the Healthcare Funds and Head of Public Markets Healthcare Strategies at Pequot Capital Management. In prior roles at Pequot, Navroze was Co-Portfolio Manager of the Healthcare Funds, and Pharmaceutical Analyst with full discretion managing global pharmaceutical investments in a sleeve of the firm's Healthcare Funds. Navroze has also been an Analyst at Sands Point Partners, Leerink Swann, SG Cowen, and Nationsbanc Montgomery Securities.
Navroze M. Alphonse >
Navroze M. Alphonse Navroze Alphonse is a Managing Director of Pequot Capital Management and portfolio manager of the firm's public healthcare strategy. Mr. Alphonse joined the firm in 2003. Previously, Mr. Alphonse was a senior analyst for Sands Point Capital Management, LLC. Prior to that, Mr. Alphonse was a Vice President at Leerink Swann & Company where he conducted equity research for specialty pharmaceuticals. Mr. Alphonse also held positions as an Associate in equity research for SG Cowen Securities and NationsBanc Montgomery Securities. Mr. Alphonse graduated with a B.A. in Economics and English from the University of Vermont.
Navroze M. Alphonse »Navroze M. AlphonseNavroze Alphonse is a Managing Director of Pequot Capital Management and portfolio manager of the firm's public healthcare strategy.Mr. Alphonse joined the firm in 2003.Previously, Mr. Alphonse was a senior analyst for Sands Point Capital Management, LLC.Prior to that, Mr. Alphonse was a Vice President at Leerink Swann & Company where he conducted equity research for specialty pharmaceuticals.Mr. Alphonse also held positions as an Associate in equity research for SG Cowen Securities and NationsBanc Montgomery Securities.Mr. Alphonse graduated with a B.A. in Economics and English from the University of Vermont.
This morning, Analyst Navroze M. Alphonse initiated coverage of King Pharmaceuticals, Inc. with a Buy rating and a $55 price target?35X 2003 estimated earnings per share of $1.57.King Pharmaceuticals, located in Bristol, TN, is a vertically integrated emerging pharmaceutical company with a broad focus in the cardiovascular, endocrinology, anti-infective, women?s health, and critical care markets.The company?s principal strategy consists of acquiring or in-licensing established but underpromoted branded products in promotion-sensitive markets, and increasing sales through targeted marketing to high-prescribing physicians. Mr. Alphonse comments, ?We have conducted a poll of our MEDACorp consultants, who believe that Altace, with continued promotion, could develop into a leader in the $3+ billion ACE inhibitor market.?Mr. Alphonse anticipates that Altace?s differentiated label, added market support through the company?s co-promotion agreement with American Home Products (AHP, $62.30, Buy), additional clinical studies to support the differentiated features of the product relative to other ACE inhibitors, and generic competition in the market resulting in slowing promotion of competitive branded products, could continue to fuel share gains for Altace. The company?s second-largest product, Levoxyl, is a synthetic thyroid hormone therapy used to treat hypothyroidism.Mr. Alphonse continues, ?Polls of our consultants also indicate strong potential growth for Levoxyl and a strong potential market for Estrasorb, the hormone-replacement lotion in-licensed from Novavax.? He anticipates that continued top-line growth could continue to fuel the bottom line, and estimates earnings per share of $1.01 in 2001 growing to $1.30 (+28%), $1.57 (+21%), and $1.85 (+18%) in 2002?2004, respectively. About Leerink Swann & Company Leerink Swann & Company is a full-service investment banking firm that provides institutional sales, healthcare equity research, corporate finance, and asset management services for high net worth clients. Leerink Swann & Company was voted Best Firm in both Biotechnology and Pharmaceuticals/Specialty Pharmaceuticals in the December 2001 Institutional Investor poll ranking the best boutique and regional firms by sector.Through its consulting affiliate, MEDACorp, Leerink Swann & Company provides biomedical-consulting services to Life Sciences companies and to the institutional investment community.