Paradigm Biocapital Advisors LP
Paradigm Biocapital Advisors LP is a US-based investment adviser headquartered in New York, NY. The firm focuses on investments in the biotechnology and life sciences sectors, managing public and private investments. Founded in the early 2020s, Paradigm Biocapital Advisors employs around 9 professionals, serving institutional and high-net-worth clients with interests in biomedical innovation and healthcare advancement.
Investment Strategy
Paradigm Biocapital Advisors LP employs a sector-focused strategy, primarily investing in biotechnology and life sciences companies. The firm utilizes in-depth scientific and industry research to identify undervalued public and, on occasion, private opportunities, often taking concentrated positions in companies developing breakthrough therapies and technologies. Their approach emphasizes fundamental analysis, engagement with company management, and active monitoring to optimize long-term value creation.
Top Holdings
Equity Positions (27)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NUVL | NUVALENT INC | 17.17% | $402.1M | 5,269,433 | $67.32 | $76.30 | +$28.3M |
A ACLX | ARCELLX INC | 13.07% | $306.1M | 4,649,016 | $44.21 | $65.85 | +$11.5M |
M MRUS | MERUS N V | 9.62% | $225.2M | 4,281,954 | $48.89 | $52.60 | +$83.4M |
R RVMD | REVOLUTION MEDICINES INC | 9.57% | $224.2M | 6,093,291 | $36.63 | $36.79 | +$5.7M |
T TARS | TARSUS PHARMACEUTICALS INC | 5.15% | $120.6M | 2,976,099 | $32.86 | $40.51 | -$13.5M |