Associated equity: BB Biotech
BB Biotech, a Switzerland-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 managed on a bottom-up basis, with a focused c 20–35 stock portfolio.
BB Biotech — 4 videos in collection
In this interview, we speak to Dr Daniel Koller, portfolio manager at BB Biotech (BION), the Swiss-based investment company listed in Switzerland, Germany and Italy. Dr Koller shares his views on the biotech sector and expands on the following themes:
The sectors ability to outperform the broader equity market as the market moves forward and returns to growth.
The outlook and key risks for the biotech/pharma sector for the remainder of 2023.
Listed versus private companies valuations in the sector.
How BB Biotech is positioned to take advantage of the current situation in the market amid lower valuations.
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