PropThink is a leading online destination for retail and institutional investors seeking actionable and independent analysis of publicly-traded, emerging growth companies in the healthcare sector. Our editorial team is comprised of individuals with a strong background in science, medicine and the business of successfully commercializing therapeutics, medical devices, diagnostics and healthcare services. Our ultimate objective is to leverage the knowledge and experience of our contributors to introduce our subscribers to profitable long and short investment opportunities in the healthcare sector.
Successfully trading and investing in development-stage healthcare companies is a difficult task. Over 90% of drugs that are tested in the laboratory never make it to market, and only a small portion of drug candidates that move into human testing will make it across the finish line – an approved and marketed product. Most of these small companies won’t have revenues for many years as they move through development, and will require huge capital investments along the way. This often results in repeat and highly dilutive equity financings for these companies, sometimes done on the backs of retail investors. Most biotechnology companies simply won’t succeed, and identifying the quality companies in this complicated landscape is no easy task.
We leverage a combined 50 years of experience in science, medicine, legal, regulatory affairs, finance, and operational industry experience to analyze companies at a highly technical level. This detailed analysis and due diligence process defines our editorial strategy and provides our subscribers with a high level of confidence in our research. There’s plenty of noise out there, which is why PropThink’s mandate is complete independence. We’re committed to providing a balanced view and believe that skepticism is a major prerequisite to investing in the healthcare sector.
At present, PropThink offers regular market coverage and periodic feature stories (called Insights), periodic Interviews with key opinion leaders and investors, as well as an actionable investing newsletter called PropThink Premium (see our Research).
Mr. King trades and invests almost exclusively in the healthcare sector, particularly event-driven and small/mid-cap equities, and brings a deep understanding of public markets and biotechnology/healthcare equities to PropThink, in addition to journalistic experience covering financial and broader economic policies. Mr. King graduated with a B.A. in English and Writing from Eastern Mennonite University, where he focused academically on journalism while pursuing finance and economics in his spare time. Find Mr. King on Twitter at @fajajake.
Mr. Deryugin is the founder of Helix Investment Research, founded in July 2011 as an investment management and advisory firm. Helix and Mr. Deryugin tend to take a secular, thesis based approach to investing, looking for fundamental trends around the globe that transcend the vagaries of the business cycle. Ivan’s work is regularly featured on Seeking Alpha and other prominent financial websites.
Rajesh Patel, Ph.D.
Rajesh is the Managing Director for Equities at Red Acre Investments, where he leads the firm in researching and executing trades. Red Acre specializes in binary events, special situations, and mispriced securities, and in 2012 the firm realized trading gains of 699% due to Rajesh’s leadership. Prior to Red Acre, Rajesh was a Member of Technical Staff with the Massachusetts Institute of Technology, (MIT) Lincoln Laboratory where he analyzed the strategic value of emerging technologies to enhance the capabilities of the U.S. Military. Rajesh holds a Ph.D. in Applied Physics from the University of California, Davis, a Master’s in Environmental Science from Rice University, and bachelors degrees in both Physics and English from the University of Connecticut. Find Rajesh on Twitter at @redacre.
Aafia Chaudhry, MD
Dr. Chaudhry is a founding partner at Noesis LLC, an investment management firm focused on the pharmaceutical and biotechnology sectors. She is a graduate of the University of Manchester Medical School and originally trained in general surgery prior to transitioning her career into the healthcare industry. Aafia has been an active life sciences investor for the past eight years and is an expert in pharmaceutical life cycle management strategy. She was formerly President of 81qd, a strategic data analytics consultancy, and most recently was VP, Strategic Market Planning at WebMD Health Corp.
David J. Phillips
David J. Phillips is a former emerging growth and health-care equity analyst with more than fifteen years of experience on both the buy and sell-side. His writing has appeared in and been recognized as “Must-Read” by Bloomberg BusinessWeek, Time, Kiplinger's Personal Finance, and Forbes. From 2008 to 2011, David was a reporter for CBS News Interactive. He graduated Phi Beta Kappa from the University of Vermont with degrees in Political Science/ Economics and holds a MBA from Boston College (specializing in financial statement analysis).
Mr. Fink is co-founder and portfolio manager for BioTerp Partners (BTP), with a focus on RNAi, gene therapy, and immunotherapy. While finalizing a degree in Bioengineering in the Spring of 2015, Zack works collaboratively with the PropThink team to provide regular insights on the evolving RNAi, gene therapy, and immunotherapy subsectors. Mr. Fink has published in the past on financial outlets including SeekingAlpha.com. Find Zack on Twitter at @bioterp.
Dr. Paul Nunzio De Santis (Pharm.D.)
Dr. De Santis is Founder and CEO of Alpha BioPharma Advisers, a healthcare research firm specializing in comprehensive healthcare analysis for institutional and buyside investors. De Santis has been actively managing personal assets since 2003, and started managing family assets in 2008 during the pinnacle of the global financial crisis. Dr. De Santis and Alpha BioPharma provide high-level analysis of medical literature, equity valuations, regulatory insights and the competitive landscape, structuring trading strategies to efficiently capture alpha while minimizing risk.
As we observe intriguing developments or technical news we publish our analysis and thoughts collectively under Editorial Staff. Articles by Editorial Staff is simply the culmination of due diligence by several members of our research team.
Editorial Reviews by Editorial Staff
PropThink continues to search for individuals with a strong background researching and analyzing emerging growth healthcare companies to join our organization on a full-time or contract basis. If this is you, please contact us.
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