So you don’t do corporate access, and you don’t talk to company IR. You don’t send your comments to companies for edit or checking. You don’t mince your words, don’t care whose feathers you ruffle, and don’t mind what bubbles you prick. You don’t fit the box occupied by the rest of the sell-side and that’s for sure. There again I havent exactly been impressed by the contents of the sell-side box and even if I disagree with you on your conclusions I wouldn’t want to own a stock position without knowing what you were saying. Value indeed.
HEDGE OWNER LONDON
Very impressive terms and conditions- verily you are the John Lewis of the analyst community! No term membership, cancel anytime and moneyback if not entirely happy! Who else in this business is offering that? Well done. Easy to get out but hard to get in – I guess that’s the DRUGANALYST way.
Hedge Fund LONDON
I wouldn’t like to be married to a DrugAnalyst. The sex may be good but the post-coital discussion about why it was good, and the subsequent analysis showing that it probably wouldn’t be as good next time would undoubtedly ruin my performance.
Long Only LONDON
I had another sell-side Pharma analyst sitting in front of me last week telling me that DrugAnalyst don’t do this and they don’t do that… Well they are reporting back from all the big scientific meetings, they are always the first to write up results on every stock they cover, and they are the only ones that I know do not talk their own book. Whatever else it is that they don’t do I’m not sure I need it. They’ve certainly got their competition rattled, they must be doing something!
Hedge Fund STOCKHOLM
You kinda get used to having all the information flows laid out in front of you in DrugAnalyst style. I wouldn’t like it any other way. It’s also good to know that you are getting information flows that are not available to everyone else. Having only 30 clients means DA provides a viewpoint that non-subscribers never see. When I changed jobs last year I was pleased that the seat came with me.
DrugAnalyst research is a great value-add for any fund manager or analyst looking to gain insight into the Global drug sector. We get detailed analysis of consensus at the drug level, by itself very useful, but we also get an unbiased expert opinion on delivery of those numbers as well. They are prepared to boldly go where others dare not tread. We like the approach, always from the fund managers’ viewpoint, as they constantly try to generate alpha-making ideas. They only ever have Buy or Sell calls – no sitting on the fence allowed. They also track their own alpha generating record, which is very refreshing. Independent research well worth subscribing to.
Head of Research
Toujours argumentes et pertinents, souvent méchants et parfois de mauvaise foi, les commentaires de Peter sont abhorres des pisse-froids et pousse-mégots. Tant pis pour eux!
The industry’s encylopedia of drug forecasts accompanied by a balanced and often brutal assessment of the credibility of said forecasts
FM Team boss
DrugAnalyst offers a completely differentiated product compared to their peers. Their detailed analysis of performance vs. consensus expectations is invaluable in a sector of considerable earnings noise.
You guys do a really good job. Even if I don’t share your opinion always, I’m always interested in it and take it as serious input into my decision making. Thanks for the really independent research, that doesn’t mince words, is refreshing and brings it to the point.
“his ego is too fecking big to fit in his Aston Martin”
I want to rebate some of my bonus to the DrugAnalyst team for its consistent, thoughtful work that makes my clients money… but my wife won’t let me!
DrugAnalyst are certainly rude, irreverent, utterly unsentimental and often wrong, but they’re the only source I use for Pharma investment for their brutally honest distillation of a lifetime’s experience of the sector
In their own, inimitable style, DrugAnalyst asks the questions that others won’t (shouldn’t?). Their “challenge and debate” saves us from being assimilated by the Street!
There are lots of research firms claiming to be “independent” but few actually produce research which is differentiated. DrugAnalyst is the benchmark that the others should aspire to and Peter McDougall is a modern day Eliot Ness, bringing Pharmaceutical companies to account with the simple sword of truth and the trusty shield of British fair play.
I’ve never seen anything like it. I can’t believe we pay these guys only for them to annoy me so much. I think they do it just to spoil my day. Anyway, equity research has never made me cry before, the tears just stream down my face. Am I laughing?
DrugAnalyst – delivers the differentiated diagnosis