Aescap Life Sciences Quarterly Update Q3 2021

The overall risk awareness in the stock market has driven the average share prices of biotech companies down 5% in Q3. The fund’s net performance for Q3 was -5,7%. As a result, the average undervaluation of our portfolio is now over 100% compared to our price targets.

Aescap Life Sciences Quarterly Update Q3 2021
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Facts & Figures – From History to Future in Cancer Treatment

At the beginning of the 20th century, the only two options doctors had available to treat cancer were surgery and/or radiation therapy. At that time, cancers that couldn’t be removed or irradiated, because of their position or because they involved blood cells, were deemed untreatable.

Facts & Figures – From History to Future in Cancer Treatment
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Sustainability at Aescap

Since its inception, Aescap has taken environmental, social and governance (ESG) factors into consideration by analyzing sustainability impact of its portfolio companies and potential new investments. By continuously doing so, Aescap aims to encourage companies in our sector to act with the well-being of people and our planet in mind. The fund focuses its investments in companies developing treatments that are aimed to significantly improve the life of patients and benefit society as a whole.

Sustainability at Aescap
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Aescap Life Sciences Quarterly Update Q2 2021

The fund finished the second quarter with a strong performance in June of +7,1%. Several portfolio companies presented positive news, as is further detailed in the company highlights section below.

Aescap Life Sciences Quarterly Update Q2 2021
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Facts & Figures – RNA Therapeutics

Innovation in the medical field has strongly accelerated in the last century and we see it continuing at an even higher pace going forward. In this technology showcase we will highlight one of the most advanced of such technologies, RNA therapeutics. We will describe the rationale behind this technology, as well as its strength and weaknesses compared to traditional medicines and other novel approaches.

Facts & Figures – RNA Therapeutics
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Aescap Life Sciences Quarterly Update Q1 2021

Our portfolio companies delivered a series of value creating events, such as improved financials, approval of new products, profitable licensing deals and superior clinical study data. Despite these positive developments during Q1, our NAV ended the quarter at -3% due to stock markets being unfavorable for the biotech sector as a whole.

Aescap Life Sciences Quarterly Update Q1 2021
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Aescap 2.0 becomes Aescap Life Sciences

After operating under the name Aescap 2.0 for almost 5 years, we feel our new name better represents our investment focus and the impact our companies have on the life of patients in need.

Aescap 2.0 becomes Aescap Life Sciences
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Aescap 2.0 Quarterly Update Q4 2020

Also for Aescap 2.0, 2020 was a roller coaster year. The fund was at an all-time high mid-February with a net performance of +5% for the year, after which it went down to -31% in mid-March, to then end the year at -3%.

Aescap 2.0 Quarterly Update Q4 2020
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Aescap 2.0 – Acquisition of Portfolio Company Myokardia

Just after we sent out our Q3 newsletter, we received the news from our portfolio company Myokardia that it will be acquired by big pharma player Bristol Myers Squibb for $13.1 billion in cash. This offer of $225 per share represents a 61% premium from the closing share price last Friday.

Aescap 2.0 – Acquisition of Portfolio Company Myokardia
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