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
Mutares — 8 videos in collection
The second panel at the inaugural Edison Growth Conference 2024 was titled ‘2024 – the year of M&A?’ After a two-year bear market, where global M&A dropped from $5tn in 2021 to $2.5tn in 2023, we are seeing signs of a recovery. M&A activity is being driven by a more stable financing environment, pent up demand and strategic requirements to shift business models to meet the mega-trend challenges and opportunities from areas such as AI and decarbonisation. The panel shared how they capitalise on these opportunities in different ways, from BB Biotech in Healthcare, to Mutares, which focuses on turnarounds, to Oakley Capital, a listed PE firm operating in the consumer, technology and education sectors.
Watch the recording of the discussion moderated by Edison’s Neil Shah and featuring:
• Ivo Hobson, head of UK, Mutares (XETR:MUX)
• Claude Mikkelsen, director of investor relations, BB Biotech (SW:SIX)
• James Isola, head of communications, Oakley Capital (LSE:OCI)