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Life Sciences Strategy:

High Potential Patient Impact. High Potential Growth.

The Life Sciences Program offers investors a unique opportunity to participate in a data-driven approach designed to capitalize on the high-growth/high-risk life sciences space.

 

The Evan Capital Life Sciences Program invests in publicly traded, early stage life science companies using a combination of individual equities and broadly diversified Life Sciences and Biotechnology exchange traded funds. The objective is long-term growth. Investment diversified across:

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  • DIAGNOSIS

  • TARGET PATIENT POPULATION

  • LIFE SCIENCES SUBSECTOR

  • EQUITY LIFE CYCLE

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Our Philosophy

A growing and aging population will increase demand for healthcare services and this demand will continue to outpace general economic growth.

Patients facing cancer, obesity, metabolic diseases and chronic autoimmune diseases will require innovative solutions that we believe can be addressed with biotechnology.

Major breakthroughs in human genome mapping, immune system derived therapeutics and medical technology have the potential to address this growing demand and provide ample opportunities for successful investment.

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Two broadly diversified life sciences and biotechnology exchange traded funds (“ETFs”) form the program core and may be resized at times based on market cycle.

 

Early stage public company stocks are gradually added to the portfolio.

Access to Diversified Life Sciences Investments

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Program Characteristics

Benefits: 

Public life sciences investments can add value through diversification and potential growth to an investor’s overall portfolio.

  • Successful FDA approvals and product marketing are the usual performance drivers behind early stage life science companies. This can make the performance of their stock differ significantly from the broader stock market, which tends to rise and fall over the long term based upon macro-economic factors.

  • Early stage life science companies that can successfully execute their business plan are typically acquired by pharmaceutical companies or larger rivals looking to expand their product and service pipeline.  Investment exits such as these have the potential to  generate outsized returns for investors.

  • Many of the companies that we invest in will be developing innovative solutions for disease treatment and patient care.

 

Risks:

  • Early stage life science companies have the potential for high volatility and risk of significant loss of capital. 

    • They can be highly sensitive to regulatory and policy changes.

    • Typically have a high cash burn rate (“negative cash flow”) while going through product regulatory approval.

  • Investor account funds are liquid, however loss in capital value due to high potential volatility may mean that investors may have reduced total funds available for withdrawal.  

 

Appropriate Investors:

  • This strategy/program is more appropriate for investors with a high risk tolerance and a long investment time horizon.

  • This strategy/program is not appropriate for investors with the need for short term cash availability.

  • This strategy/program is not appropriate for investors who feel they cannot tolerate large swings in investment value and high volatility.

 

Please see ADV for further description of potential risks of the Life Sciences Program.

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