Investors

I was a partner in a SMID cap investment firm and a member of TIAA’s six-time Lipper Award winning investment team for almost eight years. During that time, I ran a circa $1B biotechnology investment portfolio and got strong work reviews for my performance. I have followed hundreds of biotech companies over almost two decades, and developed clear ideas about the characteristics of drug development projects and management teams that lead to success. While I can handle virtually any aspect of public or private investment due diligence, I am happy to do a complete evaluation of a family of related biotech companies and recommend a comprehensive investment strategy.

 

Projects proven useful for buy side investors include:

Assessment of target validation and drug proof of concept

Evaluation of drug datasets and statistics to handicap odds of clinical trial success 

Running PK, PD, or other statistical simulations to get an edge on binary events

Drug platform evaluation and valuation

Sourcing relevant experts and evaluating sources of risk in the developmental program

Designing surveys- topics, questions, and proper respondents

Forecasting drug shares and market structure

Company comps, peers, standalone and M&A valuation

Evaluation of stock catalysts for tactical entry and exit points

 

Contact Us