ABOUT

Palkon Capital Management invests in innovative private and public life sciences companies. We build long-term partnerships with exceptional management teams developing groundbreaking technologies that address significant unmet medical needs.

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WHY US?
01

Data focused

Scientific data is the North Star that guides our investment decisions. We evaluate primary data sources to identify breakthrough discoveries, which will give rise to novel therapies that improve patient outcomes and drive sustained long-term value.

02

Experience matters

With decades of combined investment experience, we have invested in companies at all stages of their life cycles, across dozens of therapeutic areas, and through bullish and bearish environments. We supplement our experience by leveraging an extensive network of professionals with industry, research, and clinical expertise. We use this combined internal and external knowledge base to help our portfolio companies.

03

Partners and pedigree

Palkon was launched in partnership with Julian Robertson, the billionaire investor and renowned philanthropist behind Tiger Management. Many of the world’s largest, most successful, and best-known investment firms trace their heritage to Tiger. Palkon is a proud member of the Tiger family, a network that spans dozens of firms and billions of dollars in capital under management. We can mobilize novel pools of capital and connect companies to partners who can help them achieve their goals.

OUR INVESTMENT PHILOSOPHY

Now is the time to invest aggressively in biopharma.

We are in the early stages of a decades-long cycle of unprecedented innovation in medicine. By investing in development stage healthcare companies, we can simultaneously catalyze innovation that addresses unmet medical needs and capture key value inflections.

01

We are in the Golden Age for Therapeutics

Advances in genomics, computing power, and biomarkers have fueled the rise of precision and personalized medicine, while reducing the risks of drug development. As a result, early-stage biopharma companies can pursue big ideas more efficiently than ever, with increased odds of R&D success.

02

Innovation Drives Value

We understand the cost pressures faced by healthcare systems around the globe. Innovation must balance benefit to the patient, provider, and health system in order to generate meaningful long-term value. Thus, we are focused on major scientific advances, rather than “me too” products and other low value-creation strategies.

03

Science Guides Everything

The biopharma industry is driven by science, as are we. Focusing our due diligence on an in-depth understanding of the underlying science enables us to invest with a shared perspective.

04

Long-term Partnership is Key

Palkon manages a concentrated portfolio, which enables us to make meaningful time and capital commitments to our investments. We give each portfolio company our full attention, as well as access to our network and resources. We recognize that drug development is neither a short nor linear path, and have the experience and patience to be long-term partners.

A snapshot of our numbers

Capital deployed
$300M
Portfolio Companies
~15
IPOs and Acquisitions
14
OUR TEAM

Our investment team works relentlessly to identify companies developing future medical breakthroughs. An institutional-grade operations team underpins the firm's infrastructure, providing a premium level of service.

Shaheen Wirk
Shaheen Wirk
Founder and Portfolio Manager
Dr. Wirk founded Palkon Capital in 2013 in partnership with Julian Robertson and Tiger Management. Prior to that, he was a senior analyst at Roberto Mignone’s Bridger Capital from 2001 to 2012. Throughout his career, Dr. Wirk has identified, researched, and invested in healthcare companies. He is responsible for managing Palkon Capital’s portfolio, guiding the investment staff’s research endeavors, and overseeing the rest of the firm. Previously, Dr. Wirk received training as a research scientist in oncology and trauma surgery at University of Texas MD Anderson Cancer Center, Rabin Medical Center through the National Institutes of Health Fogarty International Center, and Duke University Medical Center. He currently serves as Senior Advisor to the Board at Tvardi Therapeutics. Other healthcare-related experiences include work in information technology with MercuryMD and small business consulting to Paradigm Genetics. Dr. Wirk earned M.D., M.B.A., and B.S. degrees from Duke University.
Nathan Sadeghi-Nejad
Nathan Sadeghi-Nejad
Partner
Mr. Sadeghi-Nejad joined Palkon pre-launch as a Partner. Dr. Wirk and Mr. Sadeghi-Nejad have a long relationship that dates back to 2001, when they met while researching healthcare companies. In his capacity at Palkon, Mr. Sadeghi-Nejad identifies and researches life sciences companies and works alongside Dr. Wirk in the research process. Previously, Mr. Sadeghi-Nejad managed a ~$300 million healthcare portfolio for Highside Capital; during his four-year tenure, the portfolio's compound return exceeded both the S&P Health and MS Healthcare indices. Since starting his career in 1997, his research and investing experience has included all healthcare subsectors, with a particular focus on biopharma. Mr. Sadeghi-Nejad earned a B.A. from Columbia University.
Dan Miller
Dan Miller
Blue River Senior Managing Director, HF Operations
Dan Miller joined Blue River Partners in 2019. His areas of expertise include counterparty management, ensuring fund accounting best practices are adhered to, and building robust and
Matthew Hale
Matthew Hale
Blue River Manager, Hedge Fund Operations
Mr. Hale has over 5 years of experience at Blue River supporting a variety of different back and middle office operations. Mr. Hale has worked on many different
Brandon Ortiz
Brandon Ortiz
Blue River Managing Director, Regulatory Compliance
As a Managing Director in Regulatory Compliance at Blue River, Mr. Ortiz assists Palkon with implementing and administering compliance programs.
Ana Benitez
Ana Benitez
Office Manager / Executive Assistant
Ms. Benitez joined Palkon pre-launch to serve in an operational and administrative capacity at the firm where she supported the front office and assisted with various back office functions.
Scientific Advisors

Independent researchers, clinicians, and thought leaders broaden our perspective, expand our understanding, and augment internal research efforts.

Shahid Nimjee
Shahid Nimjee
Professor of Neurosurgery and Neuroscience
Shahid Nimjee, MD, PhD is an Associate Professor of Neurosurgery and Neuroscience and the Surgical Director of the Comprehensive Stroke Center at The Ohio State University Wexner Medical Center (OSUWMC), where he treats stroke patients.
Ryan Fields
Ryan Fields
Chief of Surgical Oncology
Ryan Fields, M.D., F.A.C.S. is the Chief of Surgical Oncology at Barnes-Jewish Hospital and the Alvin J. Siteman Comprehensive Cancer Center at Washington University School of Medicine, where he is the Kim and Tim Eberlein Distinguished Professor of Surgical Oncology.
Rahul N. Khurana
Rahul N. Khurana
Vitreoretinal surgeon
Rahul N. Khurana, MD, is a vitreoretinal surgeon and Partner at Northern California Retina Vitreous Associates, one of the largest retina practices in California. Dr. Khurana is a national thought leader in retinal disease and clinical trials.

Portfolio Highlights

Tvardi Therapeutics

Tvardi Therapeutics

Tvardi is a privately held, clinical-stage biopharmaceutical company developing small molecule inhibitors of STAT3, a key regulatory protein
Arena Pharmaceuticals

Arena Pharmaceuticals

Arena Pharmaceuticals is a team with a singular purpose – deliver important medicines to patients. In a rapidly changing global market, we work with a sense of urgency every day to understand the needs of all our stakeholders, identify bold.
Constellation Pharmaceuticals

Constellation Pharmaceuticals

Constellation Pharmaceuticals is a clinical-stage biopharmaceutical company developing novel therapeutics that selectively modulate gene expression to address serious unmet medical needs in patients with cancer.
Dicerna

Dicerna Pharmaceuticals

Dicerna Pharmaceuticals is a biopharmaceutical company focused on discovering, developing and commercializing medicines that are designed to leverage ribonucleic acid interference (RNAi) to silence selectively genes that cause or contribute to disease. Using our proprietary GalXC™ and GalXC-Plus™ RNAi technologies,
HeartWare

HeartWare International

HeartWare International develops and manufactures miniaturized implantable heart pumps, or ventricular assist devices, to treat patients around the world suffering from advanced heart failure.
Ignyta

Ignyta

Ignyta develops potentially life-saving, precisely targeted therapeutics (Rx) guided by diagnostic (Dx) tests to patients with cancer.
Immunomedics

Immunomedics

Immunomedics is a leader in next-generation antibody-drug conjugate (ADC) technology, committed to help transform the lives of people
InterMune Pharmaceuticals

InterMune Pharmaceuticals

InterMune Pharmaceuticals is a biotechnology company focused on the research, development and commercialization of innovative therapies in pulmonology and orphan fibrotic diseases.
Kadmon

Kadmon Holdings

Kadmon Holdings is a biopharmaceutical company that discovers, develops and delivers transformative therapies for unmet medical needs.
KYTHERA Biopharmaceuticals

Kythera Biopharmaceuticals

Kythera Biopharmaceuticals is a biopharmaceutical company focused on the discovery, development and commercialization of novel prescription
The Medicines Company

The Medicines Company

The Medicines Company is a biopharmaceutical company with a singular, relentless focus on addressing the greatest global health
Paige

Paige

Paige was founded in 2017 by Thomas Fuchs, Dr.Sc. and colleagues from Memorial Sloan Kettering Cancer Center (MSK). The company builds computational patholo
Receptos

Receptos

Receptos is a biopharmaceutical company developing therapeutic candidates for the treatment of immune and metabolic diseases. Receptos' lead program, O
Salix Pharma

Salix Pharmaceuticals

Salix Pharmaceuticals is one of the largest specialty pharmaceutical companies in the world committed to the prevention and tre
Spark Therapeutics

Spark Therapeutics

At Spark Therapeutics, a fully integrated, commercial company committed to discovering, developing and delivering gene therapies,
SQZ Biotechnologies

SQZ Biotechnologies

SQZ Biotechnologies is a clinical-stage biotechnology company focused on unlocking the full potential of cell therapies for patients around the world and has active programs in Oncology, Autoimmune and Infectious Diseases, as well as ad
Tvardi Therapeutics

Tvardi Therapeutics

Tvardi is a privately held, clinical-stage biopharmaceutical company developing small molecule inhibitors of STAT3, a key regulatory protein
Arena Pharmaceuticals

Arena Pharmaceuticals

Arena Pharmaceuticals is a team with a singular purpose – deliver important medicines to patients. In a rapidly changing global market, we work with a sense of urgency every day to understand the needs of all our stakeholders, identify bold.

“We live in an era of unprecedented biological innovation, made possible by cutting-edge drug development techniques. Biopharma is producing medical breakthroughs with previously unimaginable success rates. It is a privilege to collaborate with these innovators to help catalyze their discoveries.”

Shaheen Wirk
Founder and Portfolio Manager
Shaheen