Equity Research
Our research analysts hold advanced scientific or medical degrees and produce research that is widely read by the most prominent life science institutional investors
A Differentiated Model
Our equity research is expert-driven, high quality, and highly informed so that we can raise the visibility of covered companies and educate investors on compelling opportunities
We generate thoroughly researched and insightful "deep dive" analyses that provide value to investors
Expert engagement is at the core of our process and enables us to have informed views on complex topics
Our research is available on an open platform that is broadly distributed to top institutional investors, high net worth, family offices, and biopharma leadership
Research Snapshot
Our team is highly selective in choosing companies to cover, focusing on innovative science, disruptive clinical data, and capable management teams
75% with MA/PhD/MD
under coverage
distribution list
in 2021 & 2022
Our Areas of Focus
- Therapeutics
- Medical Technology
Immunology and Inflammation
Celldex, Ventyx, Abivax, Immunovant, Viridian, Allakos, Eledon, InflaRx, Catalyst Biosciences, VYNE, Third Harmonic Bio, Moonlake Immunotherapeutics, Akero
Oncology
Cogent, ALX Oncology, Pyxis Oncology, Rain Oncology, Olema, Enliven
Rare Disease
Inhibrx, CymaBay, Aeglea, VectivBio, Larimar, Astria, Crinetics
Genetic Medicines
Ophthalmology
Respiratory
Nephrology
Calliditas Therapeutics, Vera Therapeutics
CNS
Hematology
Disc Medicine
Medical Technology
Orchestra BioMed, BetaBionics
Digital Health
Dario Health, Better Therapeutics, Akili Interactive
Key Research Activities
We utilize multiple tools for raising the visibility of our coverage universe and engaging with investors
Frequent, In-Depth Research
Deep-dive initiation reports, thought pieces, expert events, and sector analyses. On average, we issue a note every 1.5 months on all of our covered companies
Investor Events with KOLs
Physician Surveys
Medical Meeting Coverage
Sector Analyses
Thematic pieces dedicated to emerging therapeutic areas of investor interest