About

The Biotech Investment Paradigm covers biotech companies with market caps from approximately $50 million to $1 billion. We believe this niche offers tremendously high return and – when handled properly  - acceptable risk. It is our goal to assist investors with a portion of the due diligence necessary to navigate this rewarding, yet challenging, investment landscape. In particular, utilizing our science backgrounds we aim to provide objective, comprehensive coverage analyzing all publicly available information (including patents and scientific publications) and when possible, speak with management teams to create a more complete analysis.  We cover publicly traded companies primarily in late clinical stage (so called catalyst-plays, phase III data, NDA, PDUFA, etc.).  Occasionally, we will write about earlier stage companies with important upcoming events that we believe merit closer attention.

The Biotech Investment Paradigm was started in July 2010 by Rockford Coscia, with Steven Breazzano joining immediately after passing level 1 of the CFA in December 2010.  Shortly thereafter, Trevor Sherwood caught the analyst bug and joined the team.  The term ‘Biotech Investment Paradigm’ was actually first used as a term for downsizing at one of the big pharma firms where one of the authors had previously worked. We think the term is more appropriate here and hope that a more positive connotation will soon be associated with the phrase ‘being BIP’d’. As Rockford has finished his dissertation and moved on to the world of healthcare consulting, Steven and Trevor have taken over day to day responsibilities.

The authors will not, and have never, received payment from a company or other large institution to express their viewpoints. Furthermore, we avoid coverage of those firms with market caps below $50MM to avoid directly impacting share prices of the companies we cover. While some authors may carry share positions with the companies discussed – and we encourage them to ‘put their money where their mouth is’ whenever possible – we avoid every possibility of conflicts of interest and ulterior motives. Position disclosures are required of anyone writing for The Biotech Investment Paradigm.

We are always looking for additional authors for The Biotech Investment Paradigm. We do, however, have the utmost of standards relating to our author backgrounds, nor do we allow authors to write under pseudonyms. Writers who meet our standards and actively contribute are encouraged to do so. For more information please contact Steven via the link to the left.

Of course, the content contained within these pages should never be the sole basis of an investment decision.