Sector Expert: Rohit Vanjani

Oppenheimer & Co.

Image: Rohit Vanjani

Rohit Vanjani is executive director and senior analyst covering generics and specialty pharmaceuticals at Oppenheimer & Co. He has been with the firm since 2011, initially working on the Healthcare Services Team (healthcare IT, PBMs, and labs). Prior to Oppenheimer, Vanjani worked at Jefferies, UBS, and Leerink Swann, helping to cover the biotechnology, managed care and hospitals, and specialty pharmaceuticals verticals. He has also worked as an assistant economist at the Federal Reserve Bank of New York and as an economics associate at Stanford University, helping to conduct healthcare economic research. Prior to those roles, Vanjani worked as a laboratory associate researching enzyme active site residues and animal mitochondrial DNA. He holds a bachelor's degree in biochemistry and economics from the University of Michigan, and a master's degree in business administration from New York University's Stern School of Business.

Recent Interviews

Oppenheimer's Rohit Vanjani: Finding Profit in the Generic Drug Pricing Wars (11/18/15)

Several controversies have taken the air out of drug and biotech stocks, which performed quite well until midsummer. Among the injured players are generic drug makers, which landed hard after a high-flying period. But Oppenheimer & Co.'s Rohit Vanjani sees clear ways to profit despite the blowups. In this interview with The Life Sciences Report, the analyst identifies a handful of select generic drug and specialty pharma stocks that still have pricing power and margin expansion potential.

Oppenheimer Analyst Rohit Vanjani's 2015 Pipeline: Pot, Pain, and Babies (1/15/15)

Building on another blockbuster year in specialty pharmacy and generics, Rohit Vanjani, a senior analyst at Oppenheimer & Co., has reason to be excited for 2015. Vanjani specializes in nurturing firms developing novel ways to treat some of humanity's most persistent medical problems, and in this interview with The Life Sciences Report, he describes some of the most promising therapies, and companies, in the life sciences sector.

The Naysayers Are Wrong: Rohit Vanjani on How You Can Make Money with Generics and Diagnostics (5/22/14)

The concept that generic and specialty pharmaceutical drugs cannot command pricing power and growth is a misunderstanding, according to Director and Senior Analyst Rohit Vanjani of Oppenheimer and Co. Diagnostics also offer upside to investors: In fact, some recent returns disprove misconceptions in a spectacular fashion. The secret to making excellent margins in generics is to find markets where a vacuum has been created and product safety can be assured. The trick with diagnostics is to offer new tests that save steps, increase accuracy and reduce the burden on payers. In this interview with The Life Sciences Report, Vanjani discusses three names that fit the bill for investors seeking powerful growth in not-so-obvious sectors.

Recent Quotes

"OPK anticipates a ~three-fold increase in Claros 1 cassette production."

— Rohit Vanjani, Oppenheimer & Co. (6/4/14)
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"OPK's 4Kscore Test will actually save the system a lot of money, and can better analyze for prostate cancer."

The Life Sciences Report Interview with Rohit Vanjani (5/22/14)
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"We believe OPK's 4Kscore will serve as a better guide for physicians in assessing high-grade prostate cancer."

— Rohit Vanjani, Oppenheimer & Co. (5/16/14)
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"Investors are undervaluing OPK's 4Kscore opportunity."

— Rohit Vanjani, Oppenheimer & Co. (5/12/14)
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"We are initiating coverage of OPK with an Outperform rating; the diagnostic products represent the nearest-term opportunity."

— Rohit Vanjani, Oppenheimer & Co. (3/13/14)
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