Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
Tekla Life Sciences Investors (HQL)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
06/30/2025: HQL (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $
1 Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
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 - | When - | 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 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Tekla Life Sciences Investors
Company Overview
History and Background
Tekla Life Sciences Investors (HQL) is a closed-end fund focused on investing in public and private companies in the life sciences industry. Founded with the goal of providing investors access to the growth potential of biotechnology, pharmaceutical, and medical device companies. Over time, it has become a leading fund in the life sciences sector.
Core Business Areas
- Public Equities: Investments in publicly traded companies within the life sciences sector, including biotechnology, pharmaceuticals, and medical devices.
- Private Equities: Investments in private companies within the life sciences sector, often focusing on early-stage or growth-stage businesses.
Leadership and Structure
The fund is managed by Tekla Capital Management LLC. The leadership team comprises experienced investment professionals with expertise in life sciences and finance.
Top Products and Market Share
Key Offerings
- Closed-End Fund Shares (HQL): Shares of the closed-end fund itself, allowing investors to gain exposure to a diversified portfolio of life sciences companies. HQL's market share is dictated by its assets under management relative to other life science funds. Competitors include BlackRock Health Sciences Trust (BME) and Columbia Seligman Premium Tech and Healthcare Fund (STK).
Market Dynamics
Industry Overview
The life sciences industry is characterized by innovation, regulatory hurdles, and significant growth potential. Advances in biotechnology, personalized medicine, and aging populations are driving demand.
Positioning
Tekla Life Sciences Investors is positioned as a specialized fund offering expertise and access to both public and private life sciences companies. Its competitive advantage lies in its deep sector knowledge and established network.
Total Addressable Market (TAM)
The global life sciences market is estimated to be in the trillions of dollars. HQL is positioned to capture a fraction of this TAM through its investments, particularly in innovative companies and emerging technologies.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Access to private equity deals
- Diversified portfolio
- Established track record
Weaknesses
- Closed-end fund structure limits flexibility
- High expense ratio
- Exposure to volatile biotechnology sector
- Dependence on management's investment expertise
Opportunities
- Growing demand for innovative therapies
- Increasing investment in biotechnology and healthcare
- Expansion into new therapeutic areas
- Partnerships with leading research institutions
Threats
- Regulatory changes
- Patent expirations
- Competition from larger investment firms
- Market downturns affecting life sciences stocks
Competitors and Market Share
Key Competitors
- BME
- STK
- PHT
Competitive Landscape
HQL competes with other healthcare and biotechnology funds. Its advantages include a focus on both public and private companies and an experienced management team. Disadvantages may include a higher expense ratio compared to some competitors.
Growth Trajectory and Initiatives
Historical Growth: HQL's growth is tied to the overall performance of the life sciences sector. Past performance can vary significantly.
Future Projections: Future growth depends on the fund's ability to identify and invest in successful life sciences companies. Analyst estimates would be required for specific projections.
Recent Initiatives: Recent initiatives would likely involve strategic investments in specific areas of the life sciences sector, such as gene editing, personalized medicine, or digital health.
Summary
Tekla Life Sciences Investors offers diversified exposure to the life sciences sector through public and private investments. Its experienced management and access to private deals are strengths. However, its closed-end fund structure and high expense ratio present challenges. It needs to watch out for regulatory changes and market volatility in the biotechnology sector.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Public financial reports, investment fund databases, industry analysis reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a financial professional.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.