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BB Biotech (BION)

Last close As at 02/07/2024

CHF39.50

▲ −0.60 (−1.50%)

Market capitalisation

CHF2,250m

BB Biotech, a Switzerland-based investment company, targets long-term capital growth from biotechnology companies developing and marketing innovative drugs. At least 90% of the portfolio is held in listed companies, primarily those that already have products on the market or promising drug candidates in advanced stages of development. BION is benchmarked against the Nasdaq Biotech Index (in CHF) but is managed on a bottom-up basis, with a focused c 20–35 stock portfolio.

Latest Insights

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Investment Companies | Flash note

BB Biotech — Positive trial news lifts two portfolio holdings

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Edison Growth Conference panel – 2024: The year of M&A?

Investment Companies | Review

BB Biotech — A recovering sector with a healthy prognosis

Investment Companies | Update

BB Biotech — A cutting-edge sector and a high dividend
Healthcare business concept, Medical examination and growth graph data of business on tablet with doctor's health report clipboard on background.
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Equity Analyst

Joanne Collins

Joanne Collins

Analyst, Investment Trusts

Key Management

  • Claude Mikkelsen

    Director of IR

  • Daniel Koller

    Head of investment management

  • Dr Silvia Siegfried-Schanz

    Director of IR

  • Erich Hunziker

    Chairman

Share Price Performance

Price Performance
% 1M 3M 12M
Actual 0.0 (10.5) 3.3
Relative (0.7) (13.0) (4.2)
52 week high/low CHF49.4/CHF35.6

Overview

In our last BB Biotech (BION) review note, published in May 2024, we noted that the biotech sector was eagerly awaiting some key milestones, the most important being Alnylam Pharmaceuticals’ late-stage clinical trial of vutrisiran for patients with ATTR cardiomyopathy, a deadly heart disease. Alnylam, which comprised 4.3% of BION’s portfolio at end March 2024, released very positive, statistically significant, Phase III trial results this week. Assuming regulatory clearance, Alnylam expects that vutrisiran has the potential to become the new standard of care for the treatment of this disease, driving substantial future growth for the company. These results may have favourable implications for sentiment across the broader global biotech sector, and for Ionis Pharmaceuticals, BION’s largest portfolio position, which is also developing gene-silencing technology.

Review

Investment Companies

BB Biotech — Strong focus on emerging clinical areas

Review

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BB Biotech — High-conviction specialist with impressive record

Review

Investment Companies

BB Biotech — Update 27 February 2017

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Investment Companies

Bitesize Briefings – BB Biotech

Review

Investment Companies

BB Biotech AG — Update 8 February 2016