Aescap Life Sciences Quarterly Update Q1 2021

Our portfolio companies delivered a series of value creating events, such as improved financials, approval of new products, profitable licensing deals and superior clinical study data. Despite these positive developments during Q1, our NAV ended the quarter at -3% due to stock markets being unfavorable for the biotech sector as a whole.

Aescap Life Sciences Quarterly Update Q1 2021
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Aescap Life Sciences Quarterly Update Q1 2021

Our portfolio companies delivered a series of value creating events, such as improved financials, approval of new products, profitable licensing deals and superior clinical study data. Despite these positive developments during Q1, our NAV ended the quarter at -3% due to stock markets being unfavorable for the biotech sector as a whole.

Aescap Life Sciences Quarterly Update Q1 2021
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Aescap 2.0 becomes Aescap Life Sciences

After operating under the name Aescap 2.0 for almost 5 years, we feel our new name better represents our investment focus and the impact our companies have on the life of patients in need.

Aescap 2.0 becomes Aescap Life Sciences
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Aescap 2.0 becomes Aescap Life Sciences

After operating under the name Aescap 2.0 for almost 5 years, we feel our new name better represents our investment focus and the impact our companies have on the life of patients in need.

Aescap 2.0 becomes Aescap Life Sciences
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Aescap 2.0 Quarterly Update Q4 2020

Also for Aescap 2.0, 2020 was a roller coaster year. The fund was at an all-time high mid-February with a net performance of +5% for the year, after which it went down to -31% in mid-March, to then end the year at -3%.

Aescap 2.0 Quarterly Update Q4 2020
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Aescap 2.0 Quarterly Update Q4 2020

Also for Aescap 2.0, 2020 was a roller coaster year. The fund was at an all-time high mid-February with a net performance of +5% for the year, after which it went down to -31% in mid-March, to then end the year at -3%.

Aescap 2.0 Quarterly Update Q4 2020
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Aescap 2.0 – Acquisition of Portfolio Company Myokardia

Just after we sent out our Q3 newsletter, we received the news from our portfolio company Myokardia that it will be acquired by big pharma player Bristol Myers Squibb for $13.1 billion in cash. This offer of $225 per share represents a 61% premium from the closing share price last Friday.

Aescap 2.0 – Acquisition of Portfolio Company Myokardia
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Aescap 2.0 – Acquisition of Portfolio Company Myokardia

Just after we sent out our Q3 newsletter, we received the news from our portfolio company Myokardia that it will be acquired by big pharma player Bristol Myers Squibb for $13.1 billion in cash. This offer of $225 per share represents a 61% premium from the closing share price last Friday.

Aescap 2.0 – Acquisition of Portfolio Company Myokardia
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Aescap 2.0 Quarterly Update Q3 2020

We would like to see our NAV going up nicely every month, but history shows that is not how it works. While achieving a +71% net outperformance against the market (NBI), fluctuation is inevitable. This is further illustrated by the graph below. The decline of 11% over Q3 is partially due to the weakening of the $ versus the € (over 4% decline with 68% exposure to the $), a setback for portfolio company Galapagos and delays of some clinical studies due to Covid-19.

Aescap 2.0 Quarterly Update Q3 2020
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Aescap 2.0 Quarterly Update Q3 2020

We would like to see our NAV going up nicely every month, but history shows that is not how it works. While achieving a +71% net outperformance against the market (NBI), fluctuation is inevitable. This is further illustrated by the graph below. The decline of 11% over Q3 is partially due to the weakening of the $ versus the € (over 4% decline with 68% exposure to the $), a setback for portfolio company Galapagos and delays of some clinical studies due to Covid-19.

Aescap 2.0 Quarterly Update Q3 2020
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