Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ad-Free, Unlimited access)​
NO CREDIT CARD REQUIRED
HQL
Upturn stock rating

Tekla Life Sciences Investors (HQL)

Upturn stock rating
$16.45
Last Close (24-hour delay)
Profit since last BUY34.95%
upturn advisory
Consider higher Upturn Star rating
BUY since 94 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

10/15/2025: HQL (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type Stock
Historic Profit 47.5%
Avg. Invested days 47
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/15/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 368.99M USD
Price to earnings Ratio -
1Y Target Price -
Price to earnings Ratio -
1Y Target Price -
Volume (30-day avg) -
Beta 0.68
52 Weeks Range 10.55 - 15.90
Updated Date 06/29/2025
52 Weeks Range 10.55 - 15.90
Updated Date 06/29/2025
Dividends yield (FY) 14.79%
Basic EPS (TTM) -0.48

Earnings Date

Report Date 2025-06-09
When After Market
Estimate -
Actual -

Profitability

Profit Margin -
Operating Margin (TTM) -100.99%

Management Effectiveness

Return on Assets (TTM) -0.32%
Return on Equity (TTM) 1.28%

Valuation

Trailing PE -
Forward PE -
Enterprise Value 368989472
Price to Sales(TTM) 112.61
Enterprise Value 368989472
Price to Sales(TTM) 112.61
Enterprise Value to Revenue 10.64
Enterprise Value to EBITDA -
Shares Outstanding 28872400
Shares Floating -
Shares Outstanding 28872400
Shares Floating -
Percent Insiders 0.01
Percent Institutions 30.72

ai summary icon Upturn AI SWOT

Tekla Life Sciences Investors

stock logo

Company Overview

overview logo History and Background

Tekla Life Sciences Investors (HQL) is a closed-end fund focused on investing in companies involved in the life sciences industry. The fund was established to provide investors with exposure to the growth potential of the healthcare and biotechnology sectors.

business area logo Core Business Areas

  • Investment Management: HQL invests primarily in public and private companies in the life sciences industry. The fund focuses on areas such as pharmaceuticals, biotechnology, medical devices, diagnostics, and healthcare services. The goal is to deliver current income and long-term capital appreciation.

leadership logo Leadership and Structure

HQL is managed by Tekla Capital Management LLC. Key personnel includes the portfolio managers who oversee investment decisions and the research team that analyzes investment opportunities.

Top Products and Market Share

overview logo Key Offerings

  • Closed-End Fund Investments: HQL's primary product is its closed-end fund structure, allowing investors to buy and sell shares on the stock exchange. The fund invests in a diverse portfolio of life sciences companies. No specific market share for this investment fund itself. Competitors: BlackRock Health Sciences Trust (BME), Columbia Seligman Premium Technology Growth Fund (STK).

Market Dynamics

industry overview logo Industry Overview

The life sciences industry is characterized by innovation, regulatory scrutiny, and significant growth potential. Factors like an aging population, advances in medical technology, and increased healthcare spending drive the industry. Investing in biotechnology and healthcare are seen to outperform during a recession. The industry is also influenced by regulatory changes and clinical trial outcomes.

Positioning

HQL aims to capture the growth of the life sciences industry by investing in a mix of established and emerging companies. HQL differentiates itself with a focused approach on specific sub-sectors and utilizes an experienced management team.

Total Addressable Market (TAM)

The global healthcare market is estimated to be in the trillions of dollars. HQL is positioned to capitalize on the growth within life sciences through its investment approach.

Upturn SWOT Analysis

Strengths

  • Experienced Management Team
  • Focused Investment Strategy
  • Diversified Portfolio

Weaknesses

  • Market Volatility
  • Regulatory Risks
  • Dependence on Research & Development

Opportunities

  • Emerging Technologies
  • Aging Population
  • Increasing Healthcare Spending

Threats

  • Economic Downturn
  • Increased Competition
  • Patent Expirations

Competitors and Market Share

competitor logo Key Competitors

  • BME
  • STK

Competitive Landscape

HQL competes with other healthcare and biotechnology-focused closed-end funds. Its performance depends on its investment strategy and management team's ability to identify and capitalize on opportunities.

Growth Trajectory and Initiatives

Historical Growth: Historical growth is dependent on the life sciences market performance and manager's choices. The total return is impacted by market fluctuations.

Future Projections: Future growth projections for HQL depend on the outlook for the life sciences industry and the fund manager's investment acumen. Access analyst estimates on financial websites.

Recent Initiatives: Recent initiatives involve adjustments to the portfolio allocation, and active fund management.

Summary

Tekla Life Sciences Investors (HQL) offers exposure to the growth potential of the life sciences industry through a closed-end fund structure. HQL's strengths lie in the management team and investment strategy, but it faces risks from market volatility and regulations. The future growth depends on capitalizing on new technologies and healthcare trends. Investors should consider their risk tolerance and investment goals.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • SEC filings
  • Financial websites
  • Company reports

Disclaimers:

This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on thorough research and consultation with a financial advisor.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Tekla Life Sciences Investors

Exchange NYSE
Headquaters Philadelphia, PA, United States
IPO Launch date 1992-05-04
CEO -
Sector Financial Services
Industry Asset Management
Full time employees -
Full time employees -

Abrdn Life Sciences Investors is a closed-ended equity mutual fund launched and managed by abrdn Inc. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating in the life sciences sector, including the biotechnology, pharmaceutical, diagnostics, managed healthcare, medical equipment, hospitals, healthcare information technology and services, devices and supplies industries, and in agriculture and environmental management industries. The fund primarily invests in growth stocks of small cap companies. It employs fundamental analysis with a focus on factors such as market position for services or products, experience of business management, technological expertise, and the ability either to generate funds internally to finance growth or to secure outside sources of capital to create its portfolio. The fund benchmarks the performance of its portfolio against the NASDAQ Biotech Index and the S&P 500 Index. Abrdn Life Sciences Investors was formed on February 20, 1992 and is domiciled in the United States.