Anthony Petrone, CFA

The 4-person N. American Medical Supplies & Devices team (includes 1 MBA, CFA charter holder, & former general surgeon) is known for its significant Wall Street experience (30-years), strong Corporate Access, value-added KOL events, differentiated channel check strategies, and breadth of industry coverage with 27 names currently under coverage and 48 names previously across a number of industry sub-verticals (e.g. Cardiology, Diabetes, General Survey, Hospital Supply, Ophthalmology, Orthopedics, and Woman’s Health). Some key areas of differentiation include: 1) deep dive work on emerging technology trends (e.g. PFA, TAVR, MIGS), 2) value-added channel check processes that attempt to access end-market trends either through direct access or via data mining (e.g. TAVR tracker, physician survey work), 3) KOL access calls (e.g. PFA adoption trends, Flyrcado nuclear medicine expectations), and buyside sentiment surveys. The team also works closely with our ranked 4-person Japan Medical Supplies & Devices team to provide a global perspective.

We hosted our second Medical Devices & Healthcare Services summit where we hosted 25 mid-cap and large-cap companies across both verticals. Recent key KOL/NDR events include: 1) Lead China economist call to discuss stimulus + tariffs (LINK), 2) Clinical Director Johns Hopkins to discuss plasma Ig + ASCENIV adoption trends (LINK), 3) Glaucoma KOL call to discuss iDose adoption trends (LINK), 4) Group investor call with Jay Saccaro (CFO, GE Healthcare), and 5) in-person NDRs CEO and CFO with Alcon, Boston Scientific, Cooper Companies, Edwards Lifesciences, Resmed, MannKind.

Anthony joined Mizuho in March 2022 as a senior analyst based in NY, covering medical devices, diagnostics and therapeutics. Prior to Mizuho, Anthony was with Jefferies, where he published extensive thematic reports on strategic, financial and emerging technology trends. He has 16+ years of experience in healthcare research at bulge bracket and boutique investment banks as well as on the buyside at a long-only manager with $50bn in AUM. Anthony holds a Bachelor of Business Administration in Finance from Pace University, Lubin School of Business, and a Master of Business Administration in Banking & Finance from Columbia University, Graduate School of Business. He is also a CFA charterholder.