Associated equity: BB Biotech
BB Biotech, a Swiss-based investment company, targets long-term capital growth from biotechnology companies developing and marketing innovative drugs. At least 90% of the portfolio is held in listed companies, primarily those that already have products on the market or promising drug candidates in advanced stages of development. BION is benchmarked against the Nasdaq Biotech Index (in CHF) but is managed on a bottom-up basis, with a focused c 20–35 stock portfolio.
BB Biotech — 9 videos in collection
In this video, we speak with Dr Christian Koch, head of BB Biotech at Bellevue Asset Management. Dr Koch discusses the increasingly positive sentiment towards the biotech sector, following the recent JP Morgan healthcare conference. He also covers some of the transactions that have benefited BB Biotech’s portfolio in recent periods, provides a summary of how the company uses agentic AI to support its investment process and outlines what to expect for BB Biotech in the year ahead.
BB Biotech is a Swiss-listed investment company managed by Bellevue Asset Management, a specialist in biotech investments. The company provides investors with targeted access to the global biotechnology sector, focusing on innovative companies developing transformative therapies. BB Biotech aims to deliver long-term capital growth through active, fundamental stock selection.