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.
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.
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.
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.
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.
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.
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.
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
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.
Independent researchers, clinicians, and thought leaders broaden our perspective, expand our understanding, and augment internal research efforts.
The Medicines Company
“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.”