Investment Philosophy

Mayewell Capital, LLC is an experienced value-based investor, with expertise in global healthcare and life sciences. Our objective is to maximize the long term capital growth in various economic and market conditions through consistent and sustainable investment processes, while in the process help bringing good medicines to patients.

To attain the investment objective, we have a two-pronged approach:

Firstly, together with numerous pharmaceutical companies who have exceptional market access in the Asia-Pacific (APAC) region, we look to directly acquire the regional (APAC) right of off-patent brand-name drugs, newly approved innovative drugs, and generic drugs from Pharma and Biotech for commercialization in the APAC region, or in-license the APAC right of developmental stage drug assets from Pharma and Biotech for parallel clinical development as well as commercialization in the APAC region.

Secondly, together with partner companies/investment firms, we engage in equity investments in biotechs at Pre-IPO stage. In this front, we follow a philosophy of unwavering commitment to invest capital in quality U.S. and non-U.S. businesses. These businesses should:

(i) have strong business models that can be easily understood or within our area of expertise. In addition, emphasis is placed on whether the business’ models offer sustainable competitive advantages which will lead to attractive and predictable future prospects resulting in rising intrinsic value;

(ii) have solid operating and financial fundamentals. The prospects of each company are extensively studied to appraise its intrinsic (fundamental) value, and to determine whether it had superior returns over long periods of time with consistent growth;

(iii) have ethical, honest, disciplined, motivated, and shareholder-oriented management teams with proven operating and capital allocation skills to maximize the long-term value of the enterprise;

The biotechnology sector in the US is innovating at an unprecedented rate on the foundation of profound scientific breakthroughs, and fortunately is within our area of expertise. The industry could provide substantial return if one has the know-how to minimize risk. With extensive pharmaceutical industry experiences and a genuine business mindset, we believe we possess a competitive advantage in identifying market opportunities in this sector. Fundamental scientific data of products and pipelines offered by a business will be evaluated in combination with the most important factor - valuation of the business or drug asset. In addition, original, in-depth, field-based research is conducted with patients, physicians, innovators, researchers and policy makers in order to further enhance the knowledge of the companies and the industry, thereby leading to greater clarity and conviction in our investment decisions.

Investment Product

Mayewell Asset (Offshore)

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