SENIOR VICE PRESIDENT, Equity Research Analyst
Dave joined Northcoast Research in April 2009 as Senior Vice President and Equity Research Analyst covering the Orthopedic Equipment and Medical Technology sectors. Prior to joining Northcoast Research, Dave was a Senior Analyst at FTN Midwest Securities from 2004-2009 on the Healthcare team.
Prior to becoming a sell-side research analyst, Dave was in Ohio University’s MBA program for the remainder of 2002 and 2003 and he was an industry consultant at Health Research International from 1999-2002. Through both his personal experience and ongoing research, Dave and his team have developed a vast array of industry contacts to draw from including more than 50 orthopedic surgeons, nurses, and surgery. Dave also maintains regular contact with privately held U.S. hospital bed manufacturers, privately held U.S. infection control and surgical suite manufacturers, 150 U.S. optometrists, privately held U.S. contact lens distributors, and privately held orthopedic contract manufacturers, privately-held dental product manufacturers and distributors as well as privately-held medical waste transport and disposal providers.
Dave has been recognized by StarMine as the top analyst nationally in the Healthcare Equipment and Supplies sector for EPS estimate accuracy in 2015, 2017 and 2018 and top 3 in 2014. In addition to providing proprietary equity research and custom research data to institutional investors, Dave has presented his research findings to several public company and private equity management teams.
StarMine recognized Dave as the top analyst nationally in the Healthcare Equipment and Supplies sector for EPS estimate accuracy in 2015, 2017 and 2018 and top 3 in 2014.
ORTHOPEDIC IMPLANT MANUFACTURERS
Smith & Nephew plc – SNN
Stryker Corporation – SYK
Wright Medical Group – WMGI
Zimmer Biomet Holdings, Inc. – ZBH
MEDICAL DEVICE MANUFACTURERS
Cooper Companies, Inc. – COO
Hill-Rom Holdings – HRC
Integer Holdings Corporation – ITGR
STERIS Corporation – STE
Stericycle, Inc. – SRCL
DENTAL EQUIPMENT & CONSUMABLES
Align Technology – ALGN
DENTSPLY SIRONA Inc. – XRAY
Henry Schein – HSIC
Patterson Companies – PDCO
IDEXX Laboratories, Inc. – IDXX