About East River Notes

East River Notes provides independent research and deep dive reports on various businesses, organizations, and mechanisms within the healthcare industry. The work focuses primarily on publicly traded businesses across research tools, bioproduction suppliers, hospitals and services, health insurance and PBMs, medical devices and equipment, diagnostics, CDMOs, CROs, distribution, dental, aesthetics, healthcare IT, and other subsectors.

The objective is simple: make complicated things easy to understand.

Coverage is independent – East River Notes receives no compensation from the companies or organizations it writes about, and its views are its own.

East River Notes is written by Andrew Nam, who has roughly a decade of experience investing in healthcare at institutional firms.

The author manages capital professionally and may hold positions in the companies and sectors discussed; full disclosures are linked in the footer.

East River Notes is provided for informational and educational purposes only. Nothing published here should be understood as investment, legal, medical, or other professional advice, as promotional or marketing material, or as a recommendation to buy or sell any security. Readers should conduct their own research and consult their own advisers before making decisions.