paid-only post

Soleus Capital Management, L.P.

I. Basics

Soleus Capital is a healthcare-focused investment firm employing a fundamentals-driven strategy to deliver superior risk-adjusted returns. It manages discretionary portfolios across hedge funds, private equity, and special purpose vehicles, with a focus on biotechnology, medtech, life sciences tools, and healthcare services. Investment ideas are sourced from issuer disclosures, market trends, sector shifts, and valuation screens. The firm emphasizes deep due diligence and ongoing analysis to maintain a sustainable competitive edge.

Guy Levy

Guy Levy is the CIO and Managing Partner of Soleus Capital Management, a healthcare-focused investment firm he founded in 2017. With over 17 years of experience in healthcare investing, his expertise spans long/short, private, event-driven, and cross-capital structure strategies. A Yale graduate, Levy previously held roles at Morgan Stanley, Warburg Pincus, Shumway Capital, and Paulson & Co. At Soleus, he leads global investments in life sciences, emphasizing catalyst-driven strategies. He also serves on the board of the Fibrolamellar Cancer Foundation.

II. Letters & Presentations

Letters

Theratechnologies Inc. - 11-Apr-2025

Essa Pharma Inc. - 15-Apr-2025 | 24-Apr-2025

III. Live "significant" companies
Companies with fund stakes involved in activist actions such as 13D filing(s) or proxy campaign(s).
This post is for paying subscribers only

Subscribe to continue reading