With an option to invest in a product used to treat alcohol dependency, an institutional investor required support on a short timeline to uncover risks associated with the investment opportunity.
Shift Health’s Role
Using a rapid scan evaluation framework Shift Health previously developed for the client, we examined potential risks related to the product’s safety/efficacy, patent status, competitive threats, payer dynamics and revenue trends. Restricted reimbursement in the payer environment, limited treatment efficacy and looming entry of new competing products were identified as potential red flags and were investigated further. We developed a report that highlighted key findings and assigned a risk level for the investment opportunity as a whole and for each topic explored.
Shift Health’s report and the identified investment risks were timely and served as guideposts that focused the client’s further diligence efforts, aiding them in making an investment decision.