Bitesize briefing – Allied Minds

Bitesize briefing – Allied Minds

Allied Minds — 1 video in collection

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Allied Minds is an IP commercialisation company focusing on early-stage companies within life sciences and technology. Although AIM listed, its portfolio companies are spin-outs from US federal government laboratories and universities. The portfolio has been significantly rationalised since 2017 and is now focused on six principal companies which comprise 92%+ of portfolio fair value. Management expects the top three companies to achieve commercialisation in 2019, and we believe there could be substantial upside if this is achieved. Following recent cash management measures, Allied Minds has extended its cash runway into 2021.


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