Thomas Debourcy, Cfa

Thomas Debourcy, Cfa Email and Phone Number

Healthcare Equity Research, Strategy, and Investment Management @ Nephron Research LLC
Thomas Debourcy, Cfa's Location
New York City Metropolitan Area, United States, United States
About Thomas Debourcy, Cfa

With a CFA credential and a BS degree in Accounting and Finance from the Wharton School, I have over 18 years of experience in healthcare equity research, strategy, and investment management. I am currently a Principal at Nephron Research, a boutique research firm focused on life science tools, diagnostics, and animal health sectors, where I provide in-depth analysis and insights on small and mid cap companies. Previously, I was a Senior Director of Strategy and Investor Relations at Natera, a leading genetic testing and diagnostics company focused on women's health, oncology, and transplant. I partnered with Natera's executive leadership, business units and external stakeholders to effectively communicate Natera's investment story, key value propositions and scientific data. Between 2007-2021, I worked as a long-only buyside healthcare investor at Cramer Rosenthal McGlynn (2007-2015) and Fred Alger Management (2015-2021). I focused on life science tools, diagnostics, medical devices and animal health sectors.I have a superior understanding and comprehension of industry dynamics, companies, and equity markets under my coverage, and a proven ability to conduct fundamental analysis, problem solve, and communicate ideas across cross-functional teams. I am passionate about healthcare innovation and growth, and I am looking for new opportunities to learn, grow, and add value to the organizations.

Thomas Debourcy, Cfa's Current Company Details
Nephron Research LLC

Nephron Research Llc

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Healthcare Equity Research, Strategy, and Investment Management
Thomas Debourcy, Cfa Work Experience Details
  • Nephron Research Llc
    Principal
    Nephron Research Llc Jan 2024 - Present
    New York, Ny, Us
    Principal and senior equity research analyst covering small and mid cap life science tools, diagnostics, and animal health companies.In July 2024, I launched coverage of 17 stocks:Life Science Tools - 10x Genomics (TXG), Azenta (AZTA), Bio-Techne (TECH), Quanterix (QTRX), and Twist Bioscience (TWST)Bioproduction - Repligen (RGEN), Sartorius AG (SRT3-DE), Sartorius Stedim Biotech SA (DIM-FR), and West Pharmaceutical Services (WST)Specialty Genetic Labs - CareDx (CDNA), Natera (NTRA), NeoGenomics (NEO), and Veracyte (VCYT)Animal Health - Elanco Animal Health (ELAN), IDEXX Laboratories (IDXX), Neogen (NEOG), and Zoetis (ZTS)
  • Natera
    Investor Relations Consultant
    Natera Mar 2023 - Apr 2024
    Austin, Texas, Us
  • Natera
    Senior Director, Strategy & Investor Relations
    Natera Apr 2022 - Mar 2023
    Austin, Texas, Us
    Reporting to the CFO, instituted a more formal investor relations program for business and process continuity, build and maintain investor confidence, and implement continuous improvement. With a strong focus on scientific data and peer-reviewed data, had to effectively interface with business units to effectively communicate this information to the market.Streamlined the earnings reporting process by consolidating responsibilities that previously sat with 8-10 different people in Internal Communications, Marketing, Accounting, Legal, and Executive Admin staff. Contracted, coordinated and implemented a new Q4-based IR website launch at the end of December 2022 on time and seamlessly to external stakeholders (investor.natera.com).Supported the successful raise of $430 million of follow-on equity capital, including managing interactions with the investment banking team, creating the roadshow presentation, and participating in the management roadshow. Implemented a comprehensive shareholder outreach program on proxy and ESG topics.Performed competitive intelligence analysis to track all relevant news in Natera's sector.
  • Fred Alger Management, Inc.
    Vice President, Analyst
    Fred Alger Management, Inc. Apr 2015 - Dec 2021
    New York, Ny, Us
    Senior Research Analyst on a small and mid-cap focused growth equity team managing approximately $12 billion in total assets, including the Alger Small Cap Focus Fund (AGOZX), Alger Mid Cap Focus Fund (AFOZX), and Alger Mid Cap 40 ETF (FRTY).Main coverage over Healthcare (Medical Devices, Life Science Tools, Diagnostics, Animal Health, and Healthcare IT) with some coverage of Biotech, Industrials, Financials, and Technology. Conduct deep, bottom-up, fundamental research on portfolio holdings and new ideas with an emphasis on companies undergoing positive dynamic change. Focused portfolio of 50 stocks or less with a high quality, growth-oriented style (company size based on revenue, strong competitive advantages, strong margin profile, and high balance sheet quality).
  • Cramer Rosenthal Mcglynn, Llc
    Research Analyst
    Cramer Rosenthal Mcglynn, Llc Jan 2007 - Apr 2015
    Stamford, Connecticut, Us
    Research Analyst at a $14 billion equity-focused investment management firm with a value-oriented style, covering the Healthcare, Technology, Business Services, and Utilities sectors. Progressively increasing responsibility within the equity research team and increased share of invested capital.Conduct in-depth, fundamental analysis of individual companies (bottom-up) focusing on valuation, dynamic change, management strength, business strategy and operations, competitive advantage, current expectations, and areas of neglect by Wall Street consensus.
  • Deutsche Bank
    Healthcare Investment Banking Analyst
    Deutsche Bank Jun 2005 - Dec 2006
    Frankfurt Am Main, Hessen, De
    Investment Banking Analyst in the Healthcare Group.Financial modeling, valuation, business and financial due diligence, and preparing and drafting presentations.Perform financial analyses including standalone financial projections, discounted cash flows, public and acquisition comparable analyses, and accretion-dilution analyses.

Thomas Debourcy, Cfa Education Details

  • The Wharton School
    The Wharton School
    Finance
  • Stevenson High School
    Stevenson High School
    High School

Frequently Asked Questions about Thomas Debourcy, Cfa

What company does Thomas Debourcy, Cfa work for?

Thomas Debourcy, Cfa works for Nephron Research Llc

What is Thomas Debourcy, Cfa's role at the current company?

Thomas Debourcy, Cfa's current role is Healthcare Equity Research, Strategy, and Investment Management.

What schools did Thomas Debourcy, Cfa attend?

Thomas Debourcy, Cfa attended The Wharton School, Stevenson High School.

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