Institutional Advisory Services

Innovation, socio-economic and political changes are transforming the BioPharma industry and call for an in-depth and globally integrated understanding of new opportunities.
Enter Mehta Partners.

We analyze important issues real-time and communicate our conclusions in the form of company, therapeutic class and macro analyses, while also providing insight into M&A and a host of strategic developments from around the world.

How We Are Different

Pioneers in the worldwide coverage of BioPharmaceuticals, Mehta Partners has followed this dynamic industry exclusively for 25 years. This positions us to help you identify the real value creators and understand investment opportunities. Our dedicated team brings together scientific expertise, financial know-how, and industry experience to provide thoughtful and unbiased input. We work in collaboration with our clients and regularly conduct special projects, including deep-dive assessments of specific opportunities. We are independent thinkers — not broker dealers.

How We Add Value

We cast a wide net to unearth the best investment opportunities. Our coverage spans the globe and includes all market caps, offering built-in diversification for investors seeking to compose a sector portfolio with low volatility. We monitor over 400 companies with a deep focus on ~150 promising names. Our conclusions include in-depth analysis of long-term (>1year) investment opportunities along with constant reappraisal of selected short-term (3-6 months) ideas. Our Institutional Advisory services include:

BioPharma Outlook Publication
An annual extensive survey of the industry, with chapters covering our top picks, valuation, future drivers (ranging from in-depth R&D pipeline assessment to generic and biosimilar challenges), therapeutic class overviews, a look at industry consolidation, milestones, and company-specific commentary on nearly 200 companies.

Therapeutic Class Overviews
Analysis of the forces driving innovation and investment opportunities within a given disease area, where new product flow may change clinical practice.

Mid-Month Updates
Concisely summarizes our current thoughts on all worldwide BioPharma companies under active coverage.

Notes and Reports
Comprehensive updates on select companies and macro trends to highlight long and short opportunities as they arise.

Morning Meeting Musings
Inspired by the analysis emerging from our daily team meetings, these bullet points offer insight on near term developments.

BIR Performance Analysis
We monitor the performance of our investment recommendations in a paper portfolio (BioPharmaceutical Investment Recommendations), providing you with a monthly update on how our calls perform. This report also includes useful weekly and monthly price variation tables to help you stay alert to evolving price trends.

BIR Valuation Analysis
Complementing our BIR Performance Analysis, each quarter we provide you with our proprietary valuation tables (for both profitable and unprofitable companies), which highlight the relative values of companies under our coverage.

How We Share Our Work With You

As of July 1st 2010, Institutional Research is wholly provided by MP Advisors (see or call +1.212.343.6096)

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