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Axial partners with great founders and inventors. We invest in early-stage life sciences companies often when they are no more than an idea. We are fanatical about helping the rare inventor who is compelled to build their own enduring business. If you or someone you know has a great idea or company in life sciences, Axial would be excited to get to know you and possibly invest in your vision and company . We are excited to be in business with you — email us at info@axialsprawl.com
Value investing in life sciences
Is value investing possible in life sciences? This piece uses a set of case studies to show there is the potential to use ideas from value investing to identify and build great life sciences businesses.
Value investing is the practice of determining the intrinsic value of a business and investing at a price well below it. This leads to the next question — what is the intrinsic value of a life sciences company? Its patents? The fashionability of the company’s platform? The SAB? Common knowledge assumes that value investing in life sciences is more-or-less impossible because there’s too much technology risk. This leads to a common approach found particularly in biotech: invest based on momentum (i.e. what’s hot) and get…
