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Elizabeth Anderson

Elizabeth Anderson

Senior Managing Director and Healthcare Services Equity Research Analyst at Evercore

New York, NY, US

Elizabeth Anderson is a Senior Managing Director and Healthcare Services Equity Research Analyst at Evercore ISI, specializing in the medical and healthcare services sector. She covers a wide range of medical and retail/wholesale companies including major names like CVS Health, Rite Aid, Omada Health, Syneos Health, and Oak Street Health, and has delivered notable calls such as a 145.3% return on Thorne Healthtech. Anderson maintains a performance record with a 40% success rate and an average return of -6.5% per rating, with the majority of recommendations being buys. She has issued over 492 stock ratings during her tenure and holds CFA qualification; her coverage primarily spans US-listed NYSE and NASDAQ medical companies since joining Evercore ISI, and she is recognized for evidence-based sector research and tactical outperform recommendations.

Career History

OrganizationRoleDate Range
EvercoreSenior Managing DirectorJan 2024 to Present
EvercoreManaging DirectorFeb 2022 to Jan 2024
EvercoreDirectorFeb 2020 to Feb 2022
EvercoreVice PresidentJan 2016 to Feb 2020
EvercoreAssociateJan 2012 to Jan 2016
Deutsche BankAssociateJan 2010 to Jan 2012
The Economist Intelligence Unit (The EIU)Sales ExecutiveJan 2004 to Jan 2008

Education

Columbia University - Columbia Business School

Master of Business Administration (MBA), Finance

2008 — 2010

Columbia University in the City of New York

BA, Political Science-Economics, Hispanic Studies

2000 — 2004

Darien High School

Elizabeth Anderson's questions to CARDINAL HEALTH (CAH) leadership

Question · Q1 2026

Elizabeth Anderson inquired whether the guidance includes the impact of Rite Aid volume shifting due to CVS closing, and sought clarification on potential opportunities arising from policy and regulatory changes in Washington D.C. given Cardinal Health's diverse business mix.

Answer

CEO Jason Hollar indicated that while Cardinal Health likely picked up a portion of the Rite Aid volume, it's not the primary driver of the broad-based strength. Regarding policy changes, he stated that Cardinal Health aligns with the administration's goal of affordable, innovative healthcare, suggesting such changes could be neutral to positive by driving utilization, though the exact impact on utilization and pricing remains hard to define.

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Question · Q1 2026

Elizabeth Anderson inquired if the updated guidance includes the impact of Rite Aid volume shifting due to the CVS closing, and sought clarification on potential opportunities or impacts from policy and regulatory changes in Washington D.C. given Cardinal Health's diverse business mix.

Answer

CEO Jason Hollar explained that while Cardinal Health is likely picking up a greater share of Rite Aid's volume, it's not the primary driver of overall strength. Regarding policy changes, he stated the company aligns with the administration's goal of affordable, innovative healthcare, viewing such changes as neutral to positive for utilization and patient needs, with no material change to the solid utilization environment expected.

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