We want to invest in healthcare, but what are the right investment opportunities to target to create a risk-balanced investment portfolio?
A new $200M fund had identified healthcare as a key strategic area of interest, and they had an interest in identifying high potential investment opportunities that represented a right balance of large market opportunity and low overall business and technical risk. SI methodically reviewed over 300 early stage opportunities in medical device and biotech sectors, and conducted a thorough due diligence on the overall market opportunity, key technical, clinical and business risks, evaluation of the defensive and offensive strengths and weaknesses of the intellectual property, and a review of the regulatory strategy, reimbursement strategy, and competitive landscape for each proposed investment opportunity. All of the above analyses were integrated to provide a comprehensive evaluation of the key opportunities that represented the finalist target opportunities for our client’s investment portfolio.