B Group Capital is a private investment company that specializes in long-short equities across the healthcare industry particularly therapeutics, service providers, and diagnostics. In recent years, B Group Capital has expanded to pursue private investments in the hospitality, media, and other sectors. The B Group has realized annual returns of 33% since its inception in 2006, with a 110% upside capture ratio, 8% downside capture ratio, and 0.34 beta.

CURRENT PORTFOLIO

Anthro is a full service marketing and media marketplace that connects tens of millions of engaged fans to some of the the world's largest influencers in sports, entertainment and more. Anthro's media platform works with influencers, brands and fans to share exclusive content created to engage and entertain. Anthro gives partners the opportunity, through their platform and services, to own their content and benefit from directly connecting with their millions of fans.

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Axovant is company focused on the treatment of dementia and Alzheimer's disease by comprehensively addressing the cognitive, functional, and behavioral needs of the patient. Their mission is to build a pipeline of late stage CNS drugs in a capital efficient manner to deliver value to patients and shareholders. AXON is currently developing two novel compounds to treat dementia and Alzheimer's disease.

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Cellectis is a biopharmaceutical company focused on oncology. The company’s mission is to develop a novel generation of therapy based on engineered T-cells to treat cancer. The Cellectis Group is focused on life sciences and uses leading genome engineering technologies to build innovative products in various fields and markets.

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Iovance Biotherapeutics, Inc. is a clinical-stage biotechnology company focused on the development of cancer immunotherapy products for the treatment of various cancers. The Company's lead product candidate is an adoptive cell therapy using tumor-infiltrating lymphocyte (TIL) technology being investigated for the treatment of patients with refractory metastatic melanoma, metastatic squamous cell carcinoma of the head and neck and metastatic cervical carcinoma.

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Reate is a pharmaceutical company which aims to develop therapeutics for patients with rare and life threatening diseases. Their lead product candidates, bardoxolone methyl and omaveloxolone, are Nrf2 activators, previously referred to as antioxidant inflammation modulators (AIMs). Nrf2 is an important transcription factor for restoring mitochondrial function, reducing oxidative stress, and resolving inflammation.

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Tocagen is a clinical-stage, cancer-selective gene therapy company focused on developing first-in-class, broadly applicable product candidates designed to activate a patient’s immune system against their own cancer from within. Tocagen obtained Fast Track designation from the U.S. Food and Drug Administration, for Toca 511 & Toca FC.

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INVESTMENT HISTORY

Financed immunotherapy drug candidates such as Ipilimumab (approved as Yervoy) in early clinical development by Medarex (MEDX), which was acquired by BMY in 2009. The drug is annualizing at $1B and underpins BMY’s industry leading Immuno-Oncology (IO) pipeline that is valued at $35B.

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Invested ahead of transformative data for Lenti-Globin, a cutting edge gene therapy seeking to transform treatment modalities in Beta-Thalassemia & Sickle Cell Disease. A potential future large cap gene therapy and editing platform company, it is a critical part of the transformation of the therapeutics industry from treatments to cures.

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Positioned ahead of Phase 2 data for Abiraterone Acetate which was acquired by Johnson & Johnson in 2009 and approved as Zytiga, a prostate cancer treatment used to treat men with metastatic castration-resistant prostate cancer. Zytiga is expected to sell $2B in 2014.

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Participated in financings from Phase 2 through Phase 3 for Sipuleucel-T (approved as Provenge), which was one of the first immunotherapies ever approved by the FDA for the treatment of metastatic castration-resistant prostate cancer.

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Beginning in 2007, financed the world leader in genetic sequencing leading to the commercialization of the Genome Analyzer and subsequently the HiSeq instrument. Over that time frame, ILMN has emerged from an unknown small cap company to a $20B+ behemoth dominating the high throughput sequencing space.

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InterMune developed Pirfenidone, which was approved as Esbriet in Europe in 2010. Esbriet is the only approved therapy for Idiopathic Pulmonary Fibrosis (IPF). ITMN was acquired by Roche in September 2014 for $7.8B.

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Led several Phase 2 and 3 financings from 2010-2012 as a top holder for Zerenex, a phosphate binder for the treatment of End Stage Renal Disease & Chronic Kidney Disease that has the potential to reduce dialysis treatment cost through its ability to reduce the need for Erythropoietin Stimulating Agents (ESAs) and IV Iron.

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Took part in several financings as early as Phase 1 development for MDV3100 (approved as Xtandi), an androgen receptor antagonist drug to treat men with metastatic castration-resistant prostate cancer. Xtandi is expected to sell nearly $1B in 2014.

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Led financings as a top holder in 2008 for MYGN—the marketer os the BRACAnalysis test for hereditary breast and ovarian cancer, which was popularized by Angelina Jolie and other high profile breast cancer advocates.

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Participated in Phase 2 financings of HCV pipeline beginning in 2010 through the acquisition of the company by Gilead Sciences (GILD) in 2012. Sofosbuvir was subsequently FDA approved as Sovaldi, which cures Hepatitis C (HCV). Sovaldi has been the most successful drug launch of all time. It is on pace to sell >$11B in 2014.

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Invested in Prosensa's leading edge RNA platform with blocking intellectual property on the exon-skipping therapeutics space in 2014. RNA was acquired by BMRN in December 2014 for $680M plus $160M in contingent milestones.

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Participated in multiple financings for Phase 2/3 Multiple Sclerosis (MS) & Ulcerative Colitis (UC) asset Ozanimod. Ozanimod is an S1P1 modulator that has shown potential to offer superior cardiovascular and liver safety. Receptos (RCPT) was acquired by Celgene (CELG) for $7.3B in July 2015.

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