Financial Services

Biocoast capital provides services to the finance industry including banking, hedge fund and insurance clients in the areas of business strategy development and optimization.

Risk Management:

• Strategic Business Planning
  • Model Feasibility Analysis
  • Business Intelligence reporting tools
  • Program & Product Management
  • Business Technology – Request for Information (RFI), Request for Proposal (RFP), Proof of Concept (PoC), vendor selection
  • Process Design and Improvement
  • Impact analysis across portfolios and lines of business
  • Integrated stress testing
• Risk KPI Evaluation and Development
  • Market Risk – Value at Risk (VaR), Expected Shortfall (ES)
  • Credit – Potential Future Exposure (PFE), Credit Value Adjustment (CVA), Exposure at Default (EAD)
  • Liquidity –  Balance Sheet Analysis, Funding
• Operational Risk
  • Governance and Regulatory (CCAR, DFAST)
  • Model Risk
  • Data Integrity
  • 3rd Party Risk
• Credit Lifecycle Management
  • Workflow and Consolidation
  • Enterprise Management

Service Analytics:

• Cash Flow Modeling/Forecasting
• Securities Pricing/Valuations
• Market-Factor Simulation
• Stress Testing
• Back-Testing

Equity research

Biocoast capital provides independent, differentiated sell-side equity research reports by utilizing our deep expertise in the life science and financial service industry.  We use a comprehensive top-down approach to constructing valuable report and financial models for both public and private securities.  Our research analysts have the life science experience that enables them to understand complex issues and emerging trends.  We have access to information that helps us uncover subtle and often over looked details that may affect a security valuation.

Public information

• News stories
• Company press releases
• Conference calls
• Regulatory Fillings

Proprietary Information

• Colleagues covering sector
• Management of public and private companies
• Consultants and trade journalist
• Government officials

Proprietary Due Diligence

Our due-diligence services enable our customers to benefit from our deep expertise in the life science and financial service industry. Our team offers subject matter expertise in clinical, regulatory, and public policy.

We evaluate the:

• Medical and scientific strengths and weakness of novel products
• Statistical accuracy of reported preclinical and clinical trial data
• Real options analysis and probabilistic estimates of upcoming key events and threats
• Clinical trial methodology and design for each therapeutic area
• Regulatory strategy and upcoming huddles
• Market competitive intelligence to unlock new opportunities
• Value proposition for third-party payer coverage and market demand
• Macroeconomic and political landscape
• Product safety in the context of risk, reward and overall cost-effectiveness

Technology Transfer Solutions

Our industry expertise and professional affiliations allows for unique industry-academic collaborations. We support the transfer of promising technologies from publicly funded labs and universities to the private sector. We can offer Technology transfer consulting to early start-ups, entrepreneurs, and academic tech transfer offices.

We can conduct:

• Market intelligence analysis
• Competitive Landscape
• Financial modeling
• Business plan optimization
• Regulatory, HEOR and going to market strategy
• Corporate legal structure and grant procurements strategy
• Data room optimization