David Stanton

David Stanton joined Jefferies Australia in September 2019. Prior to joining the company David worked for ABN Amro/RBS, Nomura and CLSA in Sydney. David is a Doctor of Medicine and holds an MBA from the Australian Graduate School of Management.

Vanessa Thomson

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Vanessa Thomson joined Jefferies Australia in September 2019 from CLSA Australia. Before this Vanessa worked on the buy-side at ING Investment Management in their Australian and AsPac businesses. Vanessa has a BSc in Pure Maths, an MBA from the Australian Graduate School of Management and is an Associate of the Institute of Actuaries.

What I am Known For

• Deep understanding of healthcare stock market from global perspective
• Detailed sector knowledge on development pipelines
• A focus on upcoming catalysts, estimating upside/downside of an event

How I am Different

• In depth pieces on Australian Healthcare: The Australian healthcare firms that operate in a global context are, in general, large players in niche oligopolies. Australia’s ageing population will drive use of healthcare services.
• In depth pieces on Australian Aged care and PHI sector: We expect listed operators to see margins under pressure until there is meaningful reform of the sector.
• In depth analysis of recovery from COVID-19: As Australia emerges from COVID lockdowns, on a stock-by-stock basis we identify catalysts for each stock.
• Deep dives on CSL AU: We are increasingly bullish on IG vs. FcRns after our research. Also have done in-depth work on plasma collection industry and the Vifor acquisition.
• Initiations, industry feedback and 50+ calls

Corporate & Strategic Access

• Niche Players with a Global Footprint
• A Benign Regulatory Environment – Initiating on Australian Healthcare Services
• Claim to Fame: Initiating on Australian Private Health Insurers
• CSL AU: Vifor Deep Dive – Opportunities Exist for the Combined Business
• Plasma Industry – Underpenetrated & Rational. Deep Dive on CSL, Grifols, TakedaPlasma Industry – Underpenetrated & Rational. Deep Dive on CSL, Grifols, Takeda
• CSL Limited: CSL AU: BUY: Step by Step – Examining CSL Vifor’s Iron Franchise
• Tour: UK Healthcare Tour (Nov. 2025)
• Conferences: Multiple Australian companies at Jefferies New York and London Healthcare Conferences (June and Nov. 2025)
• Expert Events