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  • 25 Oct 23
BB Biotech - A cutting-edge sector and a high dividend

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 hol

Companies: BB Biotech AG

Edison
  • 03 Mar 23
BB Biotech - Picking growth at good value

According to BB Biotech’s (BION’s) investment team, the biotech industry remains in a very good position. Following a sell-off in the last two years, valuations are still close to the levels seen three years ago, reflecting ongoing challenges and despite the fundamental industry strength. In the sector, BION is differentiated from the Nasdaq Biotechnology Index by its concentrated portfolio (c 30 stocks). The investment team anticipates that 2023 will include multiple catalysts for the sector an

Companies: BB Biotech AG

Edison
  • 03 Mar 23
BB Biotech – executive interview

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bb-biotech-executive-interview-03-03-2023
  • 13 Sep 22
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-clas

Companies: BB Biotech AG

Edison
  • 08 Sep 22
BB Biotech - executive interview

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bb-biotech-executive-interview-08-09-2022
  • 01 Mar 21
BB Biotech - Looking for innovation beyond the pandemic

BB Biotech (BION) provided a solid platform of growth for its investors in FY20, with Swiss franc share price and NAV total returns of 19.3% and 24.3% respectively, outperforming the Nasdaq Biotechnology index in NAV terms amid a weaker environment for the US dollar. While the fund’s investment in mRNA platform company Moderna (share price +509% over 12 months) was the standout story after the rapid development of its successful COVID-19 vaccine, the BION team has been focused on backing compani

Companies: BB Biotech AG

Edison
  • 15 Dec 20
BB Biotech - fund manager interview

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bb-biotech-fund-manager-interview-15-12-2020
  • 16 Apr 20
BB Biotech - RNA focus provides a possible COVID-19 solution

BB Biotech (BION) recently updated the market on its views on the COVID-19 pandemic and how they are reflected in its portfolio (see video link below and the investor update). While direct exposure to infectious disease specialists in the portfolio is low, lead manager Daniel Koller expects a promising vaccine candidate could arise from one of the fund’s holdings in companies with RNA-based technologies (five RNA medicine-focused positions make up c 25% of the portfolio). The BION team recently

Companies: BB Biotech AG

Edison
  • 18 Jun 19
BB Biotech - Concentrated portfolio offering true differentiation

BB Biotech (BION) has continued the process of refocusing its portfolio on innovative smaller and mid-cap stocks, selling out of bigger names such as Novo Nordisk and Regeneron, and taking new positions in smaller stocks at the cutting edge of genetic medicine. The Switzerland-based fund retains a highly concentrated portfolio of c 30–35 stocks (and five to eight core holdings make up more than half of total assets), but has a broad spread of clinical indications and development stages. Lead Man

Companies: BB Biotech AG

Edison
  • 25 Oct 18
BB Biotech - Strong focus on emerging clinical areas

BB Biotech (BION) is a Switzerland-based closed-end fund focusing on the high-growth opportunities available in the global biotechnology space. Founded in 1993 by industry specialist Bellevue Asset Management, BION holds a concentrated (c 30–35 stocks) portfolio of biotech names, which are diversified across a range of clinical focuses. The fund’s strong record of NAV outperformance versus the headline NASDAQ Biotechnology index has suffered a setback in the past 12 months. However, the managers

Companies: BB Biotech AG

Edison
  • 23 Nov 17
BB Biotech - High-conviction specialist with impressive record

BB Biotech (BION) is a long-established (since 1993), Switzerland-based global investor in the innovative area of biotechnology. It is differentiated from peers by its short list of stocks (typically 30-35) and high-conviction approach, with five to eight core holdings accounting for half to two-thirds of the portfolio. While the fund can be vulnerable to short-term sentiment dips (such as in the period immediately before and after the US presidential election in 2016), its performance record is

Companies: BB Biotech AG

Edison
  • 27 Feb 17
Strong rebound for established specialist

BB Biotech (BION) is a long-established investor in biotech innovation, offering access to a concentrated portfolio of c 30 companies covering a range of therapeutic areas. It seeks to provide long-term capital growth, but also offers a yield of c 5% as a result of a capital distribution policy adopted in 2012. Performance has been strong both over the long term and more recently, with the fund ranking first among peers (in Swiss franc terms) over one and five years, and also outperforming the b

Companies: BB Biotech AG

Edison
  • 02 May 16
Bitesize Briefings - BB Biotech

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bitesize-briefings-bb-biotech-02-05-2016
  • 09 Feb 16
Sector specialist with high distribution policy

BB Biotech (BION) seeks to achieve long-term capital growth by investing in fast-growing biotech companies. A discount management programme adopted in 2012 allows it to return 5% of its value each year as a capital distribution, resulting in an unusually high yield (6.4% at 3 February) for a fund investing in a low-yielding sector. Biotech has performed strongly and BION has beaten the benchmark NASDAQ Biotech index in three of the last five years, although it has underperformed in a sharp sell-

Companies: BB Biotech AG

Edison

BB Biotech AG

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Research, Charts & Company Announcements

Research Tree provides access to ongoing research coverage, media content and regulatory news on BB Biotech AG. We currently have 35 research reports from 3 professional analysts.

Latest News/RNS

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Date Source Announcement
24May22 06:30 EQS-News DGAP-News: BB BIOTECH AG: Disruptive Technologien verändern einen ganzen Sektor
24May22 06:30 EQS-News DGAP-News: BB BIOTECH AG: Disruptive technologies are changing an entire industry
22Apr22 06:00 DGAP-AHD DGAP-Adhoc: BB Biotech AG veröffentlicht Zwischenbericht
22Apr22 06:00 DGAP-AHD DGAP-Adhoc: BB Biotech AG publishes its interim report
22Apr22 06:00 DGAP-AHD DGAP-Adhoc: BB Biotech AG pubblica il proprio rapporto intermedio
22Apr22 06:00 EQS-News DGAP-News: BB BIOTECH AG: Etablierte Kernbeteiligungen ermöglichen einen erhöhten Investitionsgrad
22Apr22 06:00 EQS-News DGAP-News: BB BIOTECH AG: Increased investment level balanced by established core holdings
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