Know which parts of the investment thesis the evidence supports.
Systemix helps life sciences investors trace material disease and asset claims to their sources, assess evidence gaps, and identify the questions that need answering before an investment decision.
When the thesis depends on claims you have not yet traced
Evaluating a disease-specific therapeutic, diagnostic or device opportunity often means relying on claims about unmet need, patient numbers, pathways and comparators that arrive already packaged.
We help you see which of those claims the available evidence supports, where it is conflicting or incomplete, and what to ask management and external experts next.
Three questions an engagement can answer
- 1
Which material claims are supported by the available evidence?
- 2
Where are findings conflicting, incomplete or dependent on interpretation?
- 3
What should we investigate with management and external experts next?
What you could receive
- Focused evidence diligence brief
- Claim-to-source register
- Material uncertainties and conflicting findings
- Questions for management and expert diligence
- Clearly labelled interpretation of implications
Proposed deliverables. Scope is agreed for each engagement and fitted to your diligence timeline.
Evidence and expert interpretation, kept distinct
We take the material claims in the thesis and trace each one to the published evidence, recording sources and dates.
Where findings conflict or are incomplete, we say so explicitly rather than smoothing them over.
Our interpretation of the implications is labelled as such, so your team can weigh it alongside its own view.
Where to start
Rare disease landscaping
The source-linked evidence base for the disease around the asset.
Read moreLiving intelligence
For investors, the same monitoring tracks the assets in your portfolio.
Read moreBarrier and driver analysis
Shows what could block or speed adoption of the asset, market by market.
Read moreFrequently asked questions
Does this replace full due diligence?
No. This is evidence-focused diligence. It does not replace financial, legal, IP or comprehensive technical diligence.
Will you give an investment recommendation?
No. We do not make investment recommendations, predict returns or validate valuations. We show what the evidence supports and what remains open.
Can we send the data room?
Not through the initial contact form. Once an engagement is scoped and confidentiality terms are agreed, we will agree how materials are shared.
Discuss an evidence diligence question
Tell us the opportunity, the disease area and your timeline. Please do not include confidential deal materials at this stage.