A Case for Small Cap Investing: Biotech

| March 1, 2018

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In this paper, we sought to lay out the rationale for investing in small cap biotech. There are two key drivers of stock performance of small cap biotech: clinical data and acquisitions. As clinical data must be analyzed on a case-by-case basis, we have focused our efforts in this paper on factors that will drive M&A in this space. We have also examined the forces that worked to get us to the point we are today. We have arrived at four principles that we believe frame the discussion around the future of M&A. The discussion begins by taking a deep dive into the desperation being felt by the potential acquirers.

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Xcenda

Xcenda’s strategic consulting and field reimbursement services help pharmaceutical and biotech manufacturers thrive in global, value-driven healthcare markets. Our areas of expertise include health economics and outcomes research, reimbursement and global market access strategy, market research, and health policy analysis, as well as the development of value demonstration tools, scientific publications, training programs and outsourced field reimbursement teams.

OTHER ARTICLES

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Spotlight

Xcenda

Xcenda’s strategic consulting and field reimbursement services help pharmaceutical and biotech manufacturers thrive in global, value-driven healthcare markets. Our areas of expertise include health economics and outcomes research, reimbursement and global market access strategy, market research, and health policy analysis, as well as the development of value demonstration tools, scientific publications, training programs and outsourced field reimbursement teams.

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