Analyst Portfolios
Amp Core + Runup
Amp Bioresearch
Amp Core + takes positions in companies within 1 year of a Mover catalyst and then lowers position thru readout.
Amp Core Fund
Amp Bioresearch
Focuses on ~25 companies with promising clinical assets with established proof of concept that have shown especially promising clinical results (or target a validated target with promising differentiation), including early commercial companies, even if burning a lot of cash.
Amp Core Value
Amp Bioresearch
Amp Core's highest value/conviction companies, especially with late stage or approved assets, where valuation/enterprise value is particularly low; or earlier stage companies with highly differentiated assets/clinical trial results