Analyst Portfolios

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Amp Core + Runup

Amp Bioresearch

Amp Core + takes positions in companies within 1 year of a Mover catalyst and then lowers position thru readout.

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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.

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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

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BPIQ Select

Amp Bioresearch

BPIQ Select portfolio focuses on spreading the risk over a larger number of companies (~50) with promising clinical assets with established proof of concept; Does not include commercial companies that are burning a lot of cash relative to revenue.