Report
Dominic Rose ...
  • Naresh Chouhan
EUR 4231.00 For Business Accounts Only

Xlife - INITIATION - European IP Commercialisation Play (TP CHF47, 50 pgs)

Xlife is an IP commercialisation company but with a strong focus on CDMO’s/CRO’s and A.I. based Healthcare assets. We believe they have an exciting opportunity to generate superior returns given management’s extensive European network. Whilst there has been limited success from European Biotech, Europe has a strong track record in developing and growing highly successful CDMO & CRO companies. Xlife project co’s are skewed towards the healthcare services space. Xlife was formed in 2019, so there have yet to be any exits to showcase the returns profile, but the early signs are that some holdings have increased more than 6x. We see ~50% upside to the current valuation and significantly more in the mid-term.
For access to the full note, please contact Naresh Chouhan ( )
Provider
New Street Research
New Street Research

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Analysts
Dominic Rose

Naresh Chouhan

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