Beacon VP researches and invests in small and mid cap biotechnology companies (biotechs) that have drugs progressing through the United States Food and Drug Administration (FDA) approval process. Our members work collaboratively in a team setting to evaluate the scientific foundation of biotechs with an event-driven mindset.
Our investment universe is the set of biotechs with a forthcoming FDA event. We assess the probability that drugs will be approved using publicly available scientific information together with an internally developed framework. Our framework guides characterization of drug efficacy and safety, the two most critical issues involved with FDA approval decisions. Our portfolio contains only companies whose drugs we believe will gain endorsement from an upcoming FDA-related event, and whose stock price we believe will substantially appreciate as a result.
Our research methodology is scientifically focused and framework guided. We initially screen companies with scheduled FDA events for whether the respective drug is a central component of that company's pipeline. We further evaluate companies whose prospects are highly dependent on the outcome of the FDA's approval decision. Our data sources include primary scientific literature, company presentations, and SEC filings. We use our internally developed framework to identify drugs with a high efficacy-to-safety ratio and then make investment decisions accordingly.
Equity Research Reports
A selection of our research reports can be found at http://seekingalpha.com/author/beacon-vp-investments.
Subscribe to get our exclusive content for members only and research articles before they are published at https://www.beaconvp.com/event-based-biotech-newsletter.
Ditto Trade clients can mirror our investment model and trades at http://www.followable.com/profile/BeaconVP.