Financial technology and capital markets firm Clear Street launched its healthcare and biotechnology equity research last month, following its earlier launch covering disruptive technology and energy transition.
The launch enhances Clear Street’s growing research franchise and complements the company’s already existing product offerings across prime brokerage, professional clearing, futures trading and investment banking, the latter of which has advised on more than $5 bn of transactions in its first 12 months.
The Clear Street team is hosting a celebratory meet and greet event alongside the JP Morgan Healthcare Conference in San Francisco this month, bringing deep scientific expertise and fresh perspectives to one of healthcare's most influential annual gatherings. Corporate issuers in the healthcare industry have the opportunity to meet face to face with the Clear Street equity research team, and many of Clear Street’s institutional investor clients plan to attend.
'The biotech sector has become fundamentally important for investors, driven by rapid scientific advancement across medicine & technology,' says Clear Street's director of research Mara Goldstein. 'Our presence at the JP Morgan Healthcare Conference allows us to showcase how Clear Street's research platform can help institutional clients navigate this complex, evolving landscape.'
The team's strength lies in its combination of scientific rigor and market research experience. Managing directors and senior research analysts Dr Kaveri Pohlman, and Dr William Maughan bring extensive backgrounds in molecular biology and biochemistry, respectively, alongside years of equity research experience at leading firms.
Pohlman's coverage focuses on oncology and autoimmune disease companies, spanning emerging technologies from cell to gene therapy. Her expertise, developed through roles at BTIG and advanced degrees from SUNY Downstate and NYU, positions her to analyze the next wave of therapeutic innovations.
Maughan, formerly with Canaccord Genuity, brings deep experience across multiple therapeutic areas including oncology, ophthalmology and genetic medicine. His background in RNA technologies and solid tumor research from Weill Cornell adds another layer of scientific depth to Clear Street's analysis.
The team has already launched coverage on fifteen biotechnology companies, including emerging players in cell therapy, oncology, immunology and more. This initial coverage reflects Clear Street's focus on identifying under-followed opportunities that matter to specialist hedge funds and dedicated healthcare investors.
For conference attendees interested in learning more, Clear Street's healthcare team will be available throughout the JP Morgan Healthcare Conference from January 13 to 16 to discuss their unique approach to biotech and healthcare research and how their platform serves institutional investors in this dynamic sector.
These initiatives demonstrate the firm's commitment to building a global, technology-driven institutional business that meets clients' evolving needs across all major markets and asset classes. For more information, please visit https://www.clearstreet.io/.
Ashley DeSimone
Ashley DeSimone serves as chief marketing officer at Clear Street. She brings over 20 years of experience in US capital markets, investor relations and business development and strategy.
