EDUCATION

Tailored to the client's request

A large firm wanted on-site education for their small analyst team concerning CRISPR long before gene editing was known to the public.  

ANALYSIS

Geared towards accredited investors

An accredited investor looking to invest less than $1 million in a secondary round of funding for a publicly traded biotechnology company desired a simplified summary of a private placement memorandum.  

CORPORATE GUIDANCE

Geared towards companies of any size

A broker-dealer required a series of presentations on a small biotechnology company’s pipeline.  The biotechnology company was ripe for takeover and the broker-dealer needed insight into the potential for generic competition and future drugs in the pipeline.  

NONPROFIT

Assisting charities and endowments with investment decisions

A non-profit board wanted to evaluate a large publicly-traded pharmaceutical company prior to investing a portion of their endowment in their stock.  The board was comprised of individuals with no science education whatsoever.