BB Biotech

Overview
Price performance
Financials
Research
Thematics

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 is managed on a bottom-up basis, with a focused c 20–35 stock portfolio.

Latest Insights

Investment Companies |
Update

25.10.23

BB Biotech — A cutting-edge sector and a high dividend

Investment Companies |
Update

03.03.23

BB Biotech — Picking growth at good value

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edison tv

03.03.23

BB Biotech – executive interview

Investment Companies |
Review

13.09.22

BB Biotech — Great valuation potential

Healthcare business concept, Medical examination and growth graph data of business on tablet with doctor's health report clipboard on background.

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Sector

Investment Companies

Equity Analyst

Joanne Collins

Analyst, 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	(12.0)	(5.8)	(12.6)
Relative	(9.8)	(7.2)	(11.8)
52 week high/low	CHF49.4/CHF35.6

Overview

BB Biotech (BION) offers investors exposure to the innovative, rapidly expanding biotech sector. BION is the largest biotech investor among its investment company peers. It invests in high-quality biotech assets that target substantial market opportunities. BION’s managers are optimistic about the outlook for the sector. They believe sentiment towards the sector should improve as interest rates peak and begin to decline. Meanwhile, they expect to see ongoing fundamental progress by portfolio holdings, with several due to reach key regulatory, clinical or commercial milestones over coming months. In addition, historically low valuations have created opportunities to add or top up exposure to interesting companies at attractive prices. BION differentiates itself from its peers by its highly competitive dividend policy – it pays a dividend equivalent to 5% of the average share price over December each year.