Consistent with top 36 biopharma hedge funds
• Each held 22-125 companies @ end Q1
⇒ Stonepine (22 companies)
⇒ EcoR1 (58)
⇒ RA Capital (59)
⇒ Perceptive (99)
⇒ Baker Bros. (105)
⇒ Orbimed (125)
• Mostly own smid-caps & $10B-$50B large caps
⇒ 4-5 funds = median # funds per company for $250M to $50B
⇒ 1 fund = median for micro-caps & >$50B mega caps
Learn about our Amp and BPIQ Elite strategies and see which companies we hold
Article History:
Originally Published 7/24/23 (RB)
This is not investment, legal or tax advice. Do your own diligence and seek the advice of professionals.
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