About Us

     Dr. Alex To, the founder of Cross Current Research, LLC, has 30 years of experience in life sciences and healthcare investing derived from professional engagements on both the buy-side and the sell-side. During the course of his long and diverse career, Alex has accumulated a unique set of insights into the risks and rewards inherent in life sciences investing. His deep understanding in medical technology, product development, competitive landscapes and regulatory challenges is complemented by his wide network of professional contacts in the worlds of both finance and industry. Alex also serves as a valued advisor to life sciences companies in the areas of financing and R&D strategies.    

     Over the last two decades, Cross Current Research has helped clients navigate the complex world of Life Science investing with our differentiated and proprietary equity investment research within the Pharmaceutical and Biotechnology Sectors. 

     As an independent, pure research firm, our work is unfettered by traditional sell-side motivations and creates the opportunity for our analysts to make unbiased judgements throughout our stringent process of developing investment and asset allocation recommendations for our clients worldwide.

     In addition to our efforts in publicly traded securities, Cross Current Research provides individualized analysis and due diligence for our private equity/venture capital clients who seek expert advice and sourcing from a team with a deep and valued knowledge base in Life Sciences.

     Our top down approach to selecting stocks are based on three views:
First, from 50,000 feet, secular bull and bear markets.
Second, from 30,000 feet, long-term relative strength.
Third, at ground level, important fundamental trends likely to differentiate individual industries and companies.

      The first two views from above enables us to root our approach in long and intermediate term market realities. The third view draws attention to real time events and relationships that can yield useful investment ideas without getting into the realm of the industry specialist. We will not be making market forecasts or interest rate predictions as such, nor will we be making detailed comments on fiscal or monetary policy. We will leave these to economists and conventional strategists.

     What we will be doing is isolating and exploiting trends. The trends we identify can be charted by specific events and hard data in an investable time frame. They will be the guiding force providing order and direction in setting up specific investment ideas. They will also provide a vehicle for casting light on related companies and issues that are relevant to the conversation.

     Our goal is to provide perspective, context and insight to investors on important forces acting on markets today and the investment opportunities they present, and to do so in a timely manner. We believe that by combining the investment idea with an underlying trend we can shed light on investment opportunities in a fundamentally different way.