Where rigorous science meets disciplined capital.

Helix Data Analytics is an independent research and investment firm dedicated to the life sciences. We pair deep scientific diligence with patient, data-driven capital to back the breakthroughs that matter.

Independent & conflict-free
Evidence over hype
Who we are

An independent firm built for the science, not the noise.

Helix Data Analytics sits at the intersection of biotechnology research and capital allocation. We were founded on a simple conviction: the best investment decisions in life sciences come from understanding the underlying biology, clinical data, and translational risk — not market sentiment.

Free from the conflicts of larger institutions, we deliver candid, evidence-based research and deploy capital with the patience that real science demands.

Scientific depth

Diligence grounded in molecular mechanism and clinical evidence.

Capital discipline

Conviction-weighted, long-horizon allocation across the value chain.

True independence

No banking conflicts. Our only incentive is being right.

Aligned partnership

We work alongside founders and LPs as long-term partners.

What we do

Three lenses on every opportunity.

We evaluate every company through three connected disciplines — the science, the business, and the statistics — so conviction is never built on a single dimension.

The Science

We start with the biology — dissecting the mechanism of action to understand exactly how a drug, device, or platform actually works.

  • Mechanism of action
  • Modality & target validation
  • Translational & preclinical rationale

The Business

We pressure-test the commercial thesis — company valuation, total addressable market, penetration potential, and the competitive landscape.

  • Valuation & financial modeling
  • TAM & market penetration
  • Comparative competitive landscape

The Statistics

We interrogate the data itself — the statistics behind every top-line readout — to understand what the clinical results actually mean.

  • Clinical endpoints & trial design
  • Statistical significance & power
  • Beyond the top-line readout
Our approach

Conviction earned through evidence.

We move at the speed of data — not headlines. Every position and recommendation is backed by primary research, structured analysis, and a clear thesis.

100%
Independent research
12+
Therapeutic areas covered
360°
Diligence framework
Long
Investment horizon
Leadership

The conviction behind the firm.

Richard Doxtator

Richard Doxtator,CFA · MBA

Managing Director

With a deep foundation in rigorous fundamental research, asset valuation, and corporate capital structures, Richard establishes the quantitative frameworks that guide the firm’s research operations.

His background bridges the gap between complex technological value and institutional investment execution, focusing on deep analytical discovery where conventional consensus analysis falls short.

Portfolio

Conviction holdings across the life sciences.

A representative selection of public companies we research and track — spanning oncology, immunology, gene therapy, and beyond.

Aclarion, Inc. logo
ACON NASDAQ
Aclarion, Inc.
Diagnostics
Biomea Fusion, Inc. logo
BMEA NASDAQ
Biomea Fusion, Inc.
Metabolic
Compass Therapeutics logo
CMPX NASDAQ
Compass Therapeutics
Oncology
Alpha Tau Medical logo
DRTS NASDAQ
Alpha Tau Medical
Oncology
Grace Therapeutics logo
GRCE NASDAQ
Grace Therapeutics
Rare / CNS
Invivyd, Inc. logo
IVVD NASDAQ
Invivyd, Inc.
Infectious Disease
Lakewood-Amedex logo
LABT NASDAQ
Lakewood-Amedex
Anti-infectives
MoonLake Immunotherapeutics logo
MLTX NASDAQ
MoonLake Immunotherapeutics
Immunology
Ocular Therapeutix logo
OCUL NASDAQ
Ocular Therapeutix
Ophthalmology
SELLAS Life Sciences logo
SLS NASDAQ
SELLAS Life Sciences
Oncology
Vanda Pharmaceuticals logo
VNDA NASDAQ
Vanda Pharmaceuticals
CNS / Commercial
Adagio Medical Holdings, Inc. logo
ADGM NASDAQ
Adagio Medical Holdings, Inc.
MedTech / Cardiac
InflaRx N.V. logo
IFRX NASDAQ
InflaRx N.V.
Immunology
PepGen Inc. logo
PEPG NASDAQ
PepGen Inc.
Neuromuscular
Rocket Pharmaceuticals logo
RCKT NASDAQ
Rocket Pharmaceuticals
Gene Therapy

For informational purposes only. Logos and trademarks are the property of their respective owners and do not imply endorsement, affiliation, or a recommendation to buy or sell any security.

Get in touch

Let's talk science and strategy.

Whether you're a founder seeking a research-led partner or an investor looking for genuine independence, we'd love to hear from you.

Location
Ponte Vedra, Florida

We typically reply within 1–2 business days.