BB Biotech AG : Des fondamentaux au rendez-vous, OC ajusté à 62 €
>Les fondamentaux continuent d’orienter la performance - Le momentum positif enregistré au sein du portefeuille de BB Biotech en début d’année s’est maintenu sur ces derniers mois malgré un début de T2 délicat. En effet, 7 des 10 premières positions du portefeuille de la holding (comptant pour plus des 2/3 du portefeuille au T1) ont terminé le second trimestre sur une performance positive notamment boostées par le newsflow clinique et réglementaire à l’image d’Alnylam...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.
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
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