Know what the science
actually says before
you size the position.
Polovina Scientific Advisory gives hedge funds and venture investors an independent read on clinical probability, technical feasibility, and commercial outlook for biotechnology assets — out of the jargon, into a thesis you can act on.
Sample structure only — every read is built around the specific asset, endpoints, and decision in front of you.
Three questions every position comes down to.
Clinical Probability of Success
An independent read on the likelihood a trial reads out positively — grounded in mechanism, endpoint choice, comparator data, and how the agency has actually treated similar programs.
Learn more →Technical Feasibility
Whether the science and the manufacturing can actually deliver what the deck promises — vector, payload, delivery, and process risk mapped directly to investment risk.
Learn more →Financial & Commercial Outlook
What a credible approval and launch actually look like — addressable population, pricing and reimbursement reality, and the capital required to get there.
Learn more →A short path from question to thesis.
Send us the asset, ticker, or program and the decision in front of you.
We assess the science, data package, and regulatory record — without sitting in on management's narrative first.
A structured read across clinical, technical, and financial dimensions — built for an investment committee, not a journal club.
Available for follow-up questions, catalyst updates, and a second opinion as new data emerges.
Considering a position in a biotech name?
Send us the asset and the decision in front of you. We'll tell you honestly what the science supports — and what it doesn't.
Request a Briefing