Investing in life changing medicines
Humanity will always depend on medicines. Continuous innovation in the biotech sector is a given, bringing better medicines to the market all the time. Aescap is able to select those companies that are developing tomorrow’s groundbreaking medicines. Thereby it can achieve excellent returns, without taking large risks. Aescap is heavily involved with the companies it invests in, acting as a private equity investor on the stock market, and as an activist where needed.
The Aescap funds invest in highly innovative publicly traded biotech/life sciences companies. The funds are supervised by an AIFM and managed by an experienced investment team with an excellent track record. The members of the investment team significantly invest in the Aescap funds themselves. The name Aescap is derived from ‘Aesculapius’, the Roman god of Medicine, and ‘Capital’.
Sustainable investing
The Aescap funds are classified as article 8 fund, according to the Sustainable Finance Disclosure Regulation (SFDR). In addition to their financial aim to gain value, they promote a social characteristic by investing in companies that develop treatments for diseases with a high unmet medical need.
Investments can have a very positive impact on the quality of life of millions of people.
Update via webcast
We regularly organise information meetings for existing and potential investors. In these meetings we share our investment philosophy as well as methodology.
The next meeting takes place in May (date to be confirmed).
Meet the investment team
The Aescap investment team, led by portfolio manager Patrick Krol, consists of experienced professionals with different backgrounds in the health care industry. We aim to provide a good financial return to our investors, and in parallel contribute to improving the well-being of millions of people. Our team members invest in the Aescap funds themselves with over 25 million euro.
Biotech market
The biotech sector, also known as the life sciences sector, is a large and fast-growing sector, driven by an aging population and a high pace of innovation. New medicines like RNA, gene and cell therapies will replace the vast majority of medicine over the coming decades. With around 1000 public biotech companies in the EU and US, it requires sector specific expertise to find de-risked companies with a high earning power that are still undervalued.
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Investment strategy
- Next-generation medicine
- Outstanding management
- High-growth companies
- Diversification within our focus
- Undervalued companies
- Buy and Sell discipline
Latest news
Intra-Cellular Therapeutics acquired by Johnson & Johnson
J&J is acquiring this Aescap Life Sciences portfolio company for $132 per share. This represents a 39% premium to Friday’s closing price of $ 94,87. The deal is valued at $ 14,6 billion. A 39% premium may not seem like much. However, there was already some takeover speculation in the share price, which rose earlier
Portfolio company Uniqure up 110%
Following positive feedback from the FDA around a potential approval of its treatment of Huntington’s disease, the share price of Uniqure rose by 110% yesterday. This large increase in the share price is not a surprise. There is no treatment available for this severe disease which causes nerve cells in the brain to gradually die.
Roche pays 215%+ premium for Aescap Genetics’ Poseida Therapeutics
Today Roche announced the acquisition of Aescap Genetics’ portfolio company Poseida Therapeutics for $ 9 per share, a premium of 215% over yesterday’s closing share price of $ 2,86. Poseida shareholders also receive a CVR (contingent value rights) of $ 4, consisting of 3 payments of respectively $ 2, $ 1 and $1 upon the