Former Healthcare Analyst

Bernstein & Leerink

Ana Gupte has over 20 years of healthcare experience across sell-side equity research, management consulting, corporate strategy & business development. She brings a thought leading 360-degree perspective on US healthcare spanning Managed Care, Healthcare Facilities, Pharmacy Benefits Managers (PBMs), Chain Drug Stores and the Supply Chain and Emerging Healthcare Technology Ana is a well-recognized equity research analyst in Healthcare Services, both on fundamental thought leadership, and the dynamic policy environment through the passage of ObamaCare, privatization of Medicare to Medicare Advantage, Part D, Managed Medicaid, and drug pricing reform. Most recently her career spans 12 years of experience as a leading Wall Street sell side equity research analyst. From 2013-2019, she covered 20+stocks across Managed Care, PBMs, Chain Drug stores, Healthcare Facilities, Emerging Healthcare Technology and Healthcare policy for the Equity Research Firm and Investment Bank of SVB Leerink. Previously, she spent close to 6 years as Vice President and Senior Research Analyst, Managed Care at Sanford C. Bernstein. Prior to her Wall Street career, Ana Gupte served as Managing Director, Enterprise Strategy & BD for Aetna. She led the organization’s Technology enabled Total Cost of Care strategy, and the 50-65 Early Retiree insurance initiative which culminated in the under-65 AARP relationship, in close partnership with the CEO and C-suite. From 2001-2005, Dr. Gupte was Executive Director and Head of Worldwide Drug Development Strategy at Pfizer, where she led a team to maximize the speed, cost and productivity of Pfizer’s Drug Development efforts across multiple therapeutic areas. Prior to her Corporate strategy experience, Ana was a healthcare strategy consultant from 1998-2001 at the management consulting firm McKinsey & Company, where she conducted senior leadership engagements in the Pharmaceutical & Medical Devices industry. Her work spanned deal due diligence for the OTC division of a major pharmaceutical conglomerate, product launch for a new therapeutic class of anti-hypertensive, merger integration for two large pharmaceutical companies and improved managed care access for the U.S. diabetes franchise of a multi-national. Ana Gupte was recognized as a Top 3 Analyst in the Institutional Investor 2011 and 2012 All America Research Team and Runner-Up in the 2010 Survey. In the 2016 All-America Research Team rankings, she achieved a Runner-Up ranking in Health Care Facilities & Managed Care. She was also named the Top Stock Picker in Healthcare Providers and Services for FT Thomson StarMine for 2012. Ana is a frequent contributor to CNBC, Bloomberg TV and is widely quoted in print media including WSJ, Barron’s, Forbes, and the NY Times. She has been a keynote speaker and panelist in multiple nationally recognized healthcare industry and policy conferences including HLTH, Wall Street Comes to Washington, the National Association of State Health Policy (NASHP), and as speaker to public and not-for-profit industry Boards. Ana serves as a guest lecturer for the Healthcare MBA class at the Wharton Business School. Ana earned a B.S in Chemical Engineering from the Bombay University, M.S. in Biochemical Engineering and Ph.D. in Biomedical Engineering from Pennsylvania State University. She has graduated from the two-year Executive Management program at the Wharton Business School.