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  • 08 Jan 24
Worldwide Healthcare Trust - Scope for the trust to get back on track in 2024

Worldwide Healthcare Trust’s (WWH’s) co-managers, Sven Borho and Trevor Polischuk, at global healthcare specialist OrbiMed, are disappointed with WWH’s performance as, in recent years, the trust has faced both top-down and bottom-up headwinds. The managers remain confident that investors will return to focusing on positive healthcare industry fundamentals, which include high levels of innovation, accompanied by an elevated number of new product approvals and robust M&A activity ahead of an upcom

Companies: Worldwide Healthcare Trust PLC GBP

Edison
  • 03 Aug 23
Worldwide Healthcare Trust - Healthcare industry prospects are shining brightly

Worldwide Healthcare Trust (WWH) has two co-managers, Sven Borho and Trevor Polischuk, at global healthcare specialist OrbiMed. They are very optimistic about the fundamentals for the healthcare sector. The managers are encouraged by high levels of industry innovation, increased clarity around US drug pricing, which removes a long-term overhang, and the acceleration in M&A, which historically has been an important driver for the performance of healthcare stocks. WWH’s results have already benefi

Companies: Worldwide Healthcare Trust PLC GBP

Edison
  • 11 Jan 23
Worldwide Healthcare Trust - Sticking to the successful long-term strategy

Worldwide Healthcare Trust’s (WWH’s) two co-managers, Sven Borho and Trevor Polischuk at specialist investor OrbiMed, remain positive on the prospects for the global healthcare industry. This view is based on favourable company fundamentals, increased clarity on US drug pricing and an upturn in merger and acquisition (M&A) activity, as pharma companies are using their strong balance sheets to bolster their product pipelines. The trust’s portfolio remains skewed to emerging (smaller-cap) biotech

Companies: Worldwide Healthcare Trust PLC GBP

Edison
  • 21 Jul 22
Worldwide Healthcare Trust - Manager suggests May 2022 was inflexion point

Worldwide Healthcare Trust (WWH) has two co-managers, Sven Borho and Trevor Polischuk at global healthcare specialist OrbiMed. Borho recently presented at the WWH AGM and despite disappointing performance in FY22 (March year-end), which he notes was a ‘mirror image’ of FY21, the manager remains optimistic about the trust’s prospects. He is hopeful that May/June 2022 marked the low point in the absolute and relative performance of biotech stocks and is confident that the focus on favouring emergi

Companies: Worldwide Healthcare Trust PLC GBP

Edison
  • 27 Jan 22
Worldwide Healthcare Trust - Drawing a line under a tough 2021

Worldwide Healthcare Trust (WWH) is managed by Sven Borho and Trevor Polischuk at healthcare specialist investor OrbiMed. While disappointed with the trust’s performance in 2021, the managers are upbeat about its prospects in 2022 based on their expectation for a reversal in the underperformance of biotech and Chinese stocks, due to positive industry fundamentals including high levels of innovation. Also, clarity in drug pricing reform could lead to an improvement in investor sentiment towards t

Companies: Worldwide Healthcare Trust PLC GBP

Edison
  • 20 Jul 21
Worldwide Healthcare Trust - Attractive industry fundamentals and valuations

Worldwide Healthcare Trust (WWH) has two very experienced co-managers, Sven Borho and Trevor Polischuk at healthcare specialist investor OrbiMed. They remain very positive on the outlook for the healthcare sector due to favourable industry fundamentals and relatively attractive valuations. Despite a period of underperformance this year due to the outperformance of large-cap companies and a market rotation from growth to value stocks given increased confidence in a post-pandemic economic rebound,

Companies: Worldwide Healthcare Trust PLC GBP

Edison
  • 05 Feb 21
Worldwide Healthcare Trust - Managers optimistic about 2021 prospects

Worldwide Healthcare Trust (WWH) is managed by Sven Borho and Trevor Polischuk at global healthcare specialist OrbiMed. Although the Democrats have regained control of the Senate, the managers consider it more of a blue ‘trickle’ than a ‘wave’ as they won by the narrowest of margins and they believe President Biden has far more pressing issues to deal with than healthcare reform. Borho and Polischuk are optimistic about the prospects for global healthcare stocks this year, supported by a ‘golden

Companies: Worldwide Healthcare Trust PLC GBP

Edison
  • 30 Jul 20
Worldwide Healthcare Trust - Marking 25 years with strong performance

Worldwide Healthcare Trust (WWH) is celebrating its 25th anniversary. Managed by Sven Borho and Trevor Polischuk at OrbiMed, the trust has an enviable absolute and relative performance track record. The managers remain very constructive on the prospects for the global healthcare sector, suggesting that while President Trump has once again focused on the issue of US drug pricing, his ‘bark is worse than his bite’, and his efforts are a negotiating ploy to get the healthcare industry to the table

Companies: Worldwide Healthcare Trust PLC GBP

Edison
  • 07 Jan 20
Worldwide Healthcare Trust - Managers remain optimistic on sector’s prospects

Worldwide Healthcare Trust (WWH) is managed by Sven Borho and Trevor Polischuk at OrbiMed. They remain very constructive on the prospects for the global healthcare sector – despite headline risk ahead of the 2020 US presidential election – citing industry innovation, which they suggest is at ‘unparalleled’ levels, and has historically been an important driver of the sector’s performance. Although investor concerns about drug pricing in the US remain, Borho and Polischuk say that pharma and biote

Companies: Worldwide Healthcare Trust PLC GBP

Edison
  • 12 Jun 19
Worldwide Healthcare Trust - Managers bullish on healthcare sector outlook

Worldwide Healthcare Trust (WWH) is managed by Sven Borho and Trevor Polischuk at OrbiMed, a major global specialist healthcare investor. They remain constructive on the outlook for the sector, citing strong industry fundamentals, including a ‘golden era’ of innovation, a favourable regulatory environment and undemanding company valuations. There is also the potential for further industry mergers and acquisitions, which should be supportive for the sector’s performance. While WWH suffered a toug

Companies: Worldwide Healthcare Trust PLC GBP

Edison
  • 22 Nov 18
Worldwide Healthcare Trust - Expecting a less turbulent industry environment

Worldwide Healthcare Trust (WWH) is managed by Sven Borho and Trevor Polischuk of specialist healthcare investor OrbiMed. The managers are positive on the outlook for healthcare stocks in 2019, following a volatile period for global equities so far in 2018. They see reduced political pressure on the sector following the US mid-term elections and believe there will be more of a focus on company fundamentals. The managers cite a series of novel therapeutic products under development, which could m

Companies: Worldwide Healthcare Trust PLC GBP

Edison
  • 26 Jul 18
Worldwide Healthcare Trust - Positive industry fundamentals

Worldwide Healthcare Trust (WWH) is managed by Sven Borho and Trevor Polischuk, of OrbiMed, one of the world’s leading specialist healthcare investors. The managers are very excited about the prospects for the global healthcare sector for the balance of the year. The threat of regulated drug pricing in the US is abating and the sector is experiencing a period of high innovation, which could lead to the launch of therapies with multi-billion-dollar sales potential. Within the key US market, the r

Companies: Worldwide Healthcare Trust PLC GBP

Edison
  • 26 Mar 18
Worldwide Healthcare Trust - Business as usual under new lead manager

Worldwide Healthcare Trust (WWH) is managed by OrbiMed Capital, a leading specialist healthcare investment company. Since December 2017, following the departure of Sam Isaly, its lead manager is Sven Borho, who is a founding partner of OrbiMed and has been involved with the management of WWH since the trust’s launch in April 1995. Borho is bullish on the outlook for the global healthcare sector due to continued innovation, a benign regulatory environment, an expected acceleration in mergers and

Companies: Worldwide Healthcare Trust PLC GBP

Edison
  • 25 May 17
Investing in healthcare across the globe

Worldwide Healthcare Trust (WWH) aims to generate capital growth from a global portfolio of healthcare stocks. While around two-thirds of the portfolio is invested in the US, there is a meaningful c 15% exposure to emerging markets and WWH can invest across all subsectors of the healthcare industry. Since launch, the trust has been managed by Sam Isaly, who is co-founder of OrbiMed Capital, the largest dedicated healthcare investment manager in the world. WWH has a strong investment track record

Companies: Worldwide Healthcare Trust PLC GBP

Edison
  • 23 Nov 16
Finding investment opportunities in healthcare

Worldwide Healthcare Trust (WWH) aims to generate long-term capital growth from investing in a portfolio of global healthcare stocks; a differentiating feature is the trust’s c 15% exposure to emerging markets. Following a change in mandate in 2010, WWH now invests in all sectors of the healthcare industry. Performance versus its benchmarks is particularly strong over three, five and 10 years. Sam Isaly has been lead manager since launch in 1995; he is co-founder of the world’s largest specialis

Companies: Worldwide Healthcare Trust PLC GBP

Edison

Worldwide Healthcare Trust PLC GBP

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Date Source Announcement
19Apr24 17:36 PRN Worldwide Healthcare Trust Plc - Transaction in Own Shares
19Apr24 14:32 PRN Worldwide Healthcare Trust Plc - Net Asset Value(s)
18Apr24 14:21 PRN Worldwide Healthcare Trust Plc - Net Asset Value(s)
17Apr24 15:10 PRN Worldwide Healthcare Trust Plc - Monthly Fact Sheet as at 31 March 2024
17Apr24 14:10 PRN Worldwide Healthcare Trust Plc - Net Asset Value(s)
16Apr24 17:34 PRN Worldwide Healthcare Trust Plc - Transaction in Own Shares
16Apr24 14:43 PRN Worldwide Healthcare Trust Plc - Net Asset Value(s)
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