Known as Integrated BioSci Investing, our investment practice is inspired by various gurus, including Peter Lynch, Warren Buffett, Phillip Fisher, and Ben Graham. We integrate what we learned from those luminaries with various disciplines (i.e., medical, scientific, and market expertise) that are adapted specifically to biotech investing like a custom-made suit. In our approach, we believe that physicians/scientists with market expertise have a tremendous edge in biotech stock picking.
Our fund focuses on stocks with a market cap of at least $1 billion. After all, it takes roughly $1B for a company to fund a drug from bench research to commercialization in a seven to ten-year-long process. If the company doesn’t have adequate market capitalization, the stock tends to crash whenever it does a significant public offering. Our sweet spot is small-cap stocks (i.e. $250M to less than $2B) which have much more room to grow. At the same time, their shares won’t crash whenever they execute an equity raise.