Life Sciences Equity Research
The premise behind our research in the life sciences sector is that substantial undiscovered value can be found in biotechnology, specialty pharmaceutical, and diagnostics and device companies having robust clinical science, solid management, and sufficient financial resources. Irrespective of economic and market conditions, the public continuously demands innovation in medical care solutions, and companies operating in the life sciences sector remain determined to provide them. The majority of our work is done analyzing those firms which are focused on the areas of cancer, cardiovascular, autoimmune, and inflammatory diseases. Furthermore, we are generally more interested in the equities of smaller capitalization companies where a new discovery, approval, or product launch has the greatest potential for impacting overall market value. Our process sometimes can lead us to look at distressed securities when we feel we have particular insight as to why a given significant share price drop is not warranted.