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Companies dealing with Alzheimer’s – Joint ventures

06/06/2014

Companies dealing with Alzheimer’s – Joint ventures:

Company Ticker Sub-Sector Upside Potential Sharpe (FY01)
Evotec EVTG Biotechnology 10.4 % 2.53
Investment case: Evotec has entered into an in-sourcing agreement with Johnson & Johnson, which will provide milestone payments in the region of USD 120 to USD 145 million per new drug brought forward.

Company Ticker Sub-Sector Upside Potential Sharpe (FY01)
Orion ORNBV Biotechnology -18.1 % 2.91
Investment case: Orion is benefiting from an in-sourcing agreement with Johnson & Johnson, which consisted of an upfront payment of USD 31 million.
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