QuickView: Deutsches Eigenkapitalforum | November 2015 1 Taking opportunities after market correction
BB Biotech (BION) is a Switzerland-based investment company aiming to generate long-term capital growth from innovative biotechnology companies. BION has a concentrated investment portfolio of 20-35 holdings, built around a core of five to eight positions. At 30 September there were six core holdings (two large and four mid-cap) making up 52.7% of the portfolio. Reflecting the make-up of the biotech industry, the majority of holdings (87%) are US-based, with the balance in European stocks. The portfolio is diversified by clinical focus, with the largest portion (38.9%) in oncology. Following the late-summer correction in global markets, BION has been reinvesting its substantial cash balance in promising companies at more favourable valuations.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.
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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