David Risinger Morgan Stanley |
Morgan Stanley’s David Risinger climbs one rung to second place; he also captures a runner-up spot in Pharmaceuticals/Specialty. The analyst covers 14 companies and is upbeat about their prospects: Investors can expect solid cash flow generation and key pipeline developments, he says. Risinger’s top pick is Pfizer. He reiterated his overweight rating on the New York–based manufacturer of Lipitor, Viagra and other products in October 2011, at $16.91, when he issued a report touting the growth potential of the company’s pneumococcal vaccine Prevnar 13. The stock had bolted to $23.86 by late August, for a gain of 41.1 percent that beat the sector by 18.8 percentage points. Risinger is adept at identifying “the key fundamental drivers of a company’s growth and stock price,” asserts one backer. |
Health Care – Pharmaceuticals/Major: 2012 Second