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BB Biotech (BION)

Currency in CHF

Last close As at 25/01/2023

CHF59.90

▲ 0.40 (0.67%)

Market capitalisation

CHF3,307m

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.

Latest Insights

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BB Biotech — Great valuation potential

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BB Biotech – executive interview

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BB Biotech – fund manager interview

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BB Biotech — RNA focus provides a possible COVID-19 solution
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Equity Analyst

Victoria Chernykh

Victoria Chernykh

Director, Investment Trusts

Key Management

  • Claude Mikkelsen

    Director of IR

  • Daniel Koller

    Head of investment management

  • Dr Silvia Siegfried-Schanz

    Director of IR

  • Erich Hunziker

    Chairman

Share Price Performance

Price Performance
% 1M 3M 12M
Actual 5.5 10.1 (5.6)
Relative (0.1) 2.3 (1.7)
52 week high/low CHF70.1/CHF51.0

Overview

According to BB Biotech’s (BION) investment team, the biotech industry has never looked in such a good position. Following a sell-off in the last 18 months, a combination of fundamental industry strength and discounted valuations has recently attracted investors to return to the biotech market. In the sector, BION is differentiated from the Nasdaq Biotechnology Index by its concentrated portfolio (c 30 stocks) of what the investment manager, Bellevue Asset Management, believes to be best-in-class biotech growth opportunities. The BION team continues to focus on its core portfolio of biotech staples, such as Moderna, blended with undiscovered, innovative companies, bringing new technologies.

Research

Investment Companies

BB Biotech — Great valuation potential

Investment Companies

BB Biotech – executive interview

Investment Companies

BB Biotech – fund manager interview

Investment Companies

BB Biotech — RNA focus provides a possible COVID-19 solution

Investment Companies

BB Biotech — Concentrated portfolio offering true differentiation

Investment Companies

BB Biotech — Strong focus on emerging clinical areas

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BB Biotech — High-conviction specialist with impressive record

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BB Biotech — Update 27 February 2017
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Thematics

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