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Upturn AI SWOT - About
Tekla Life Sciences Investors (HQL)
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Upturn Advisory Summary
03/27/2025: HQL (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -3.02% | Avg. Invested days 35 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 361.43M USD | Price to earnings Ratio 4.24 | 1Y Target Price - |
Price to earnings Ratio 4.24 | 1Y Target Price - | ||
Volume (30-day avg) 130690 | Beta 0.72 | 52 Weeks Range 11.14 - 14.64 | Updated Date 03/30/2025 |
52 Weeks Range 11.14 - 14.64 | Updated Date 03/30/2025 | ||
Dividends yield (FY) 15.06% | Basic EPS (TTM) 3.04 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 2143.14% | Operating Margin (TTM) -66.17% |
Management Effectiveness
Return on Assets (TTM) -0.32% | Return on Equity (TTM) 1.28% |
Valuation
Trailing PE 4.24 | Forward PE - | Enterprise Value 361430816 | Price to Sales(TTM) 90.81 |
Enterprise Value 361430816 | Price to Sales(TTM) 90.81 | ||
Enterprise Value to Revenue 4.17 | Enterprise Value to EBITDA - | Shares Outstanding 28061400 | Shares Floating - |
Shares Outstanding 28061400 | Shares Floating - | ||
Percent Insiders 0.01 | Percent Institutions 34.43 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Tekla Life Sciences Investors
Company Overview
History and Background
Tekla Life Sciences Investors (HQL) is a closed-end fund investing in public and private companies in the life sciences industry. The fund focuses on growth capital and special situation investments. It was founded to provide exposure to the innovative developments in biotechnology, pharmaceuticals, and medical technology.
Core Business Areas
- Public Equity Investments: Investments in publicly traded companies operating in the life sciences sectors, including pharmaceutical, biotechnology, and medical device companies.
- Private Equity Investments: Investments in private companies that are not publicly traded, which may provide significant growth opportunities.
Leadership and Structure
Tekla Capital Management LLC serves as the investment advisor. The fund is managed by a team of investment professionals with expertise in the life sciences industry.
Top Products and Market Share
Key Offerings
- HQL Shares: Tekla Life Sciences Investors offers shares (HQL) that represent ownership in the fund. The fund invests in a portfolio of life science companies. The success of HQL shares are tied to their underlying investments. Competitors include other closed-end life science funds.
Market Dynamics
Industry Overview
The life sciences industry is characterized by rapid innovation, regulatory scrutiny, and high growth potential. It is driven by increasing healthcare needs, technological advancements, and aging populations.
Positioning
Tekla Life Sciences Investors positions itself as a specialized investment vehicle focused on the life sciences industry, offering access to both public and private companies. Its competitive advantage lies in its deep industry knowledge and active management style.
Total Addressable Market (TAM)
The global life sciences market is estimated to be in the trillions of dollars. Tekla Life Sciences Investors, as a closed-end fund, captures a fraction of this TAM through its investments in various life science companies.
Upturn SWOT Analysis
Strengths
- Deep industry expertise
- Active management
- Access to both public and private investments
- Diversified portfolio within life sciences
Weaknesses
- Closed-end fund structure limits liquidity
- Reliance on investment manager's expertise
- High management fees
- Market volatility in the life sciences sector
Opportunities
- Increasing healthcare demand
- Technological advancements in life sciences
- Growing aging population
- Potential for undervalued investments
Threats
- Regulatory changes impacting life sciences companies
- Patent expirations
- Competition from other investment funds
- Economic downturns affecting healthcare spending
Competitors and Market Share
Key Competitors
- BME
- PSTX
- IHI
Competitive Landscape
Tekla Life Sciences Investors faces competition from other life sciences-focused investment funds. Its competitive advantage depends on investment selection skills.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends depend on market conditions and fund performance; consult financial news sources and company reports.
Future Projections: Future projections depend on market conditions and fund performance; consult analyst estimates.
Recent Initiatives: Recent initiatives include portfolio adjustments and strategic investments; consult company reports.
Summary
Tekla Life Sciences Investors is a closed-end fund that invests in both public and private life sciences companies. Its strength lies in its specialized focus and active management. A weakness is the limitations of its closed-end structure. Investors should watch for regulatory changes affecting the life sciences industry.
Similar Companies
- BME
- PSTX
- IHI
Sources and Disclaimers
Data Sources:
- Company filings
- Financial news sources
- Analyst reports
- Market research reports
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and thorough research.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Tekla Life Sciences Investors
Exchange NYSE | Headquaters Philadelphia, PA, United States | ||
IPO Launch date 1992-05-04 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Abrdn Life Sciences Investors is a closed-ended equity mutual fund launched and managed by abrdn Inc. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating in the life sciences sector, including the biotechnology, pharmaceutical, diagnostics, managed healthcare, medical equipment, hospitals, healthcare information technology and services, devices and supplies industries, and in agriculture and environmental management industries. The fund primarily invests in growth stocks of small cap companies. It employs fundamental analysis with a focus on factors such as market position for services or products, experience of business management, technological expertise, and the ability either to generate funds internally to finance growth or to secure outside sources of capital to create its portfolio. The fund benchmarks the performance of its portfolio against the NASDAQ Biotech Index and the S&P 500 Index. Abrdn Life Sciences Investors was formed on February 20, 1992 and is domiciled in the United States.
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