SV Inflections

We are a small-AIF focused on exploiting a rare market inefficiency in the valuation of publicly listed, research-stage biotechnology companies. Given the lack of established revenues for these companies, their market capitalization is fully dependent on the success or failure of their clinical trials, which often results in dramatic value inflections of their share price. While the outcomes of clinical trials were historically unpredictable, improvements in information technology and understanding of human diseases recently shifted these discrete events into the realm of predictability. With our experience in advising big pharma companies on science-driven M&A screens, we have generated proprietary tools and methodologies to predict the outcome of clinical trials and thus the future development of share prices with unprecedented accuracy – allowing us to invest with an anomalously favorable performance.