Research

A daily challenge for portfolio managers is extracting alpha and seeking out investment opportunities tied to investment intent, trading strategy and style. JonesTrading’s Research Analysts produce quantitative and qualitative guidance and insight in securities with expertise from Soumit Roy, PhD, Catherine Novack, Justin Walsh, PhD and Sean Kim, PhD in Healthcare. Our goal is to provide our clients with the information necessary to make sound investment decisions.

Biotechnology Sector

Soumit Roy, PhD, Managing Director, Healthcare Analyst

Director of Research

Biotechnology Sector

Cell Therapy & Targeted Medicine

Soumit Roy, PhD covers Biotechnology companies within the Healthcare sector. Soumit’s focus is on disruptive technology with specialization in oncology, notably T cell therapy, targeted medicines, and next generation immuno-oncology. Before joining JonesTrading, Dr. Roy was a Senior Research Associate at SunTrust Robinson Humphrey, covering small- and mid-cap biotechnology companies. He was a post-doctoral fellow in the Clinical Immunology Department at the Icahn School of Medicine at Mount Sinai, New York. He earned his Ph.D. from the Albert Einstein College of Medicine, New York. He holds Master’s degrees in Developmental Biology and Biochemistry, and has published in the highest rated scientific journals.

Justin Weaver

Jason Weaver, CFA, Managing Director, Equity Research

Financial Services Sector

Specialty Finance and Real Estate

Jason Weaver, CFA covers Specialty Finance and Real Estate companies within the Financial Services Sector. Mr. Weaver has 20 years of investment experience and 13 years in equity research, covering the specialty/mortgage finance and real estate sectors at firms including Sterne Agee, Wedbush, and Compass Point. Prior to his research experience, Mr. Weaver was a proprietary fixed income trader at UBS Global Credit Strategies and Citadel, LLC.  He earned a BA in Economics from Vanderbilt University, did graduate work at the University of Chicago’s Booth School of Business, and is a CFA Charterholder.

Biotechnology Sector

Catherine Novack, MS, Healthcare Analyst

Biotechnology Sector

Small and Mid Cap Biotech, Pharmaceuticals

Catherine Novack covers biotechnology companies within the Healthcare sector. Before joining JonesTrading, Ms. Novack worked as a research associate covering biotechnology and healthcare at Canaccord Genuity and National Securities. Previously, she contributed to business development efforts at an early-stage medical technology startup. She has a master’s degree in international affairs from Columbia University and a BA from Kenyon College, and she received a Fulbright grant from the US Student Program.

Biotechnology Sector

Justin Walsh, PhD, VP, Health Analyst

Biotechnology Sector

Small and Mid Cap Biotech, Pharmaceuticals

Justin Walsh PhD covers biotechnology companies within the Healthcare sector. Before joining JonesTrading, Dr. Walsh was a Research Analyst at B. Riley Securities covering SMID cap biotechnology and healthcare companies with a primary focus on oncology. Earlier, he contributed to the coverage of a diverse set of biotechnology companies as an equity research associate at JMP Securities and Raymond James & Associates. He earned his Ph.D. in chemistry from Hunter College and the City University of New York Graduate Center, wherein he collaborated with Memorial Sloan Kettering Cancer Center to study next-generation cancer imaging approaches. He holds a BA in chemistry and mathematics from Rollins College.

Biotechnology Sector

Sean Kim, PhD, VP, Healthcare Analyst

Biotechnology Sector

Small and Mid Cap Biotech, Pharmaceuticals

Sean Kim, PhD covers biotechnology companies within the Healthcare sector. Before joining JonesTrading, Dr. Kim was a Senior Research Associate at Mizuho Securities, covering large cap US pharmaceuticals and SMID cap biotechnology companies. Previously, he worked as a research scientist for a number of biotechnology companies including Gilead Sciences and Nektar Therapeutics, and served as a faculty member in the School of Pharmacy at the University of Pittsburgh. He earned his PhD in Bioengineering from the University of California, Berkeley and San Francisco, and a BA in Mathematics and Computer Science from the University of California, Berkeley. He also completed his MBA at Haas School of Business, University of California, Berkeley.

Market Color

Danya Ben-Hail, PhD, Research Associate

Biotechnology Sector

Cell Therapy & Targeted Medicine

Danya Ben-Hail Ph.D., is an equity research associate and covers biotechnology companies within the Healthcare sector. Before joining JonesTrading, Dr. Ben-Hail was an Associate Consultant at Cello Health BioConsulting, applying strategy to early and development stage platforms and programs within oncology, autoimmune disorders, and rare diseases. Prior to consulting, she was a postdoctoral fellow at the Advanced Science Research Center in City University of New York, researching structures of protein complexes. She obtained her Ph.D. degree at Ben Gurion University of the Negev in Israel, studying mitochondrial channels and their role in cell death, and has numerous publications in scientific journals.

Market Color

Matthew Erdner, Research Associate

Financial Services Sector

Specialty Finance & Real Estate

Matthew Erdner covers Specialty Finance and Real Estate companies within the Financial Services Sector. Before joining JonesTrading, Matthew worked as a Data Engineer at Interloop.ai, specializing in data visualization and data migration. He has a BS in Data Science with an emphasis in Business Intelligence from The College of Charleston.