HLP
Heath Lukatch PhD Portfolio
Invests via Red Tree Management LLC | Managed by Heath Lukatch PhD
Invests via Red Tree Management LLC
Managed by Heath Lukatch PhD
Automatically Tracked
Company Profile
Veteran life‑sciences investor and translational scientist focused on early-stage therapeutics and platform biotech, with experience bridging R&D and capital allocation. Heath Lukatch PhD has led and advised venture-backed drug discovery and diagnostics companies, sits on corporate and scientific boards, and structures seed-to-series growth financing. Market relevance centers on technical due diligence, clinical de-risking and board-level value creation for biotech investors.
Veteran life‑sciences investor and translational scientist focused on early-stage therapeutics and platform biotech, with experience bridging R&D and capital allocation. Heath Lukatch PhD has led and advised venture-backed drug discovery and diagnostics companies, sits on corporate and scientific boards, and structures seed-to-series growth financing. Market relevance centers on technical due diligence, clinical de-risking and board-level value creation for biotech investors.
Investment Philosophy & Strategy
Combines translational science and venture discipline to invest in early‑stage therapeutics and platform biotech. Prioritizes companies with clear de‑risking paths from mechanism to IND, strong founder–scientist teams and data-driven milestone gating. Capital allocation emphasizes seed-to-series syndication, lean non-dilutive tooling and staged follow‑on reserves tied to clinical or translational inflection points. Underwriting centers on technical due diligence, reproducible preclinical evidence, regulatory-minded development plans and board-level operational support to accelerate value-creating clinical de‑risking over a 3–7 year horizon.
Combines translational science and venture discipline to invest in early‑stage therapeutics and platform biotech. Prioritizes companies with clear de‑risking paths from mechanism to IND, strong founder–scientist teams and data-driven milestone gating. Capital allocation emphasizes seed-to-series syndication, lean non-dilutive tooling and staged follow‑on reserves tied to clinical or translational inflection points. Underwriting centers on technical due diligence, reproducible preclinical evidence, regulatory-minded development plans and board-level operational support to accelerate value-creating clinical de‑risking over a 3–7 year horizon.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
-20.89%
Gain -0.87%
Monthly
-7.51%
Yearly
-20.89%
Drawdown
21.27%
$0
Equity
Holdings
$0
Investment
$0
-$31.74M
Profit -$1.06M
Realized
-$31.74M
Unrealized
$0
Dividends
$0
Goals
Avg. 0% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.87%
Profit
-$1.06M
Win %
25%
This Week
Compared To Last Week
Gain
-1.37%
Profit
-$1.67M
Win %
25%
This Month
Compared to last month
Gain
-6.24%
Profit
-$8M
Win %
25%
This Year
Compared to last year
Gain
-20.89%
Profit
-$31.74M
Win %
25%
Events
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Dividends
Dividend Analysis
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| Trades 4 | Longs Won 0/4 0% | Profit Factor - |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $7.16M |
| Average Win $0 | Best Trade - | Sharpe Ratio 0 |
| Average Loss -$8.38M | Worst Trade (Mar 30) -$14.71M | Z-Score -2 (98.69%) |
| Commissions $0 | Avg. Trade Length 2m 4w 1d | Expectancy -$7.94M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Ceribell, Inc - $14.71M, Bicara Therapeutics Inc - $13.92M, and Contineum Therapeutics, Inc - $4.89M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
How stable are Heath Lukatch PhD's monthly returns?
Heath Lukatch PhD's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Heath Lukatch PhD's strategy be considered aggressive or moderate?
It is difficult to clearly classify Heath Lukatch PhD's strategy as aggressive or moderate based on the available data. A more complete performance and portfolio structure history would be needed to assess the overall risk profile with confidence.
Should beginners follow Heath Lukatch PhD's strategy?
It is difficult to determine whether Heath Lukatch PhD's strategy is suitable for beginners based on the available data. A more complete view of performance, risk, and portfolio structure would be needed for a confident assessment.
