Octus Radio
Reorg Radio Expert View: Conversation with Oaktree’s Aman Kumar
Nov 22, 2023
Aman Kumar, Oaktree's managing director, discusses direct lending in the life science sector, public-to-private transaction opportunities, and Oaktree's private credit strategy. He explores various sub-sectors within life sciences, attractive investment areas like immuno-oncology, and key markets. Kumar explains deal structuring, equity upside participation, leverage complexities, and pricing structure in life sciences lending. He also discusses conservative spending, non-dilutive financing in biotech and bio pharma markets, and the increase in public to private deals in the sector.
29:02
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Quick takeaways
- Oaktree has invested over $4 billion in 45 life sciences deals since 2013, prioritizing risk control and careful structuring.
- Oaktree focuses on bio-pharma and medical devices in the life sciences sector, analyzing growth projections and market trends for attractive lending prospects.
Deep dives
Oak Tree's Approach to Private Credit and Life Science Lending
Oak Tree has been investing in life sciences deals since 2013, deploying over $4 billion across 45 different deals. They maintain a focus on risk control, employing careful structuring, low loan-to-value ratios, and investing in companies post-regulatory approval. They have a dedicated team of 12 people globally and are a top lender in the space.
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