Report

BB Biotech - Great valuation potential

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.
Underlying
BB Biotech AG

Co.'s principal activity is to invest in biotechnology companies globally. The investments are held through its wholly-owned subsidiaries: Biotech Focus N.V., Biotech Invest N.V., Biotech Target N.V., and Biotech Growth N.V., all of which are located in Curacao. Co. acquires holdings in companies in the biotechnology growth market. The focus of the holdings is on quoted companies that are concentrating on the development and marketing of innovative medicines. For the selection of holdings, Co. relies on fundamental analysis by physicians and molecular biologists.

Provider
Edison Investment Research
Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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Analysts
Pedro Fonseca

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