Aescap Life Sciences has a focused portfolio, investing in approximately 20 companies. The investment decisions are based on thorough research and fundamental analyses. In the biotech sector such an analysis especially encompasses the product portfolio, patent protection, product development risks, market entry barriers, competition and the expected market development. But perhaps even more vital to our process are the serious efforts we undertake to understand the strengths and weaknesses of a company’s management, track record, their team dynamics, and their view on the future of the company and the markets they serve.
We believe companies can truly make a difference if their products differentiate themselves from their competitors. We therefore do not invest in me-too products; instead we actively search for companies which develop next-generation medicines with a unique selling point.