Evident Equity Research
Thalamus Healthcare Equity Research (THER) seeks to identify promising innovations and approaches in cancer and drug discovery for investors interested in contributing to patient care and generating a favorable return on their healthcare investments.
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Our goal is to bridge the gap between the financial world and patients, facilitating investments in high-quality healthcare companies.
These investments support research and development efforts aimed at creating the best medicines, ultimately providing new treatment options for patients.
Please don't hesitate to contact us for expert Equity Research tailored to your equity due diligence needs or for ongoing healthcare stock reporting.
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The THER Approach
Drug development is risky, and many products do not make it from preclinical to regulatory approval. There are many stumbling blocks along the way: dosing issues, side effects, modes of administration, competition, clinical benefit to be proven, marketing to physicians, disruption of the standard of care and many more.
With the latest clinical knowledge, we try to place new drugs in the overall context of the respective specialty and derive probabilities of success to encourage more investors to invest in possible new treatments and thus helping patients.​
Discover Healthcare Investment Opportunities
When making scientific and financial decisions, clinical researchers and biopharma investors must carefully consider the probability of success of a clinical trial. The prompt and accurate assessment of risk is a prerequisite for prudent resource allocation. However, investors can underestimate the risk and value of medication development without the most recent estimates of the POS, which would result in missed chances for both investors and patients. Access to precise data on trial features and results is one of the largest obstacles to accurately evaluating the success rate of clinical trials.
Due Dilligence Stage:
We can analyze the initial concepts and proof of concept and participate in investor-company discussions to discuss with the team our medical knowledge and perspective as a doctor. Based on past experiences, we can evaluate opponents and prospects of success, such as medical requirements, etc.
Moreover we do analyse the data already available, including its reliability, plausibility. On the other hand, if you are an early stage biotech company / start up, feel free to contact us to discuss your pipeline.
RCT and RWE assessment
Investing in healthcare innovation can become very complex and opaque. While the classic pharma players and biotechs mostly use randomized controlled trials, this is not always possible, especially in the quite new digital health sector. For example, in questions of adherence, long-term outcomes, special patient characteristics, co-morbidities as exclusion criteria, pregnant women or children, learning effects of the investigator and many more, this can be quite challenging. Therefore often Real World Evidence Data from huge databases is used. We help evaluating RCT aswell as RWE data to improve your investment decisions and encourage promising life science investments.
Workshops
For professionals without a medical degree, a thorough analysis of a biotech or pharmaceutical company's pipeline assets can be very challenging. In our workshop we want to introduce you to the exact approach, tools, databases and sources to enable you to create qualitative status reports on these assets to take the risk out of a buy or sell decision and validate it.
