Michael Lee

WCP focuses on market leading, undervalued growth companies, seeking to buy above average growth at an attractive relative price. The firm utilizes rigorous fundamental, bottom-up research methods to understand the quality of the management team, including their investment process and ability to create sustained above market returns.

Functions as a College/University

Redmile focuses primarily on making investments in US and non-US healthcare companies. They may also invest in fields related to healthcare where due diligence shows those healthcare assets are the driving force behind value creation and in other sectors from time to time. The firm uses fundamental research as part of their investment process. Their protocols include company financial models, market models, investment theses, and regular dialogue. Redmile’s sources include contacts with physicians, focus outside US, dialogue with companies, attendance at medical conferences; meetings with private companies, and regular dialogue within the team.

Operates as a clinical stage biopharmaceutical company

Provides support services to cancer patients

Operates as a biotechnology company that develops therapeutics for inflammatory and immune-mediated diseases

Develops engineered IgM antibodies for the treatment of cancer patients

Develops molecular therapies for regeneration of damaged tissues