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21 Jan 2022

BB Biotech sees compelling opportunities at current biotech valuations

With valuations in biotech having fallen substantially in the last year, BB Biotech (SWX: BION) sees compelling opportunities in the small-to-mid cap space this year and believes some of its core portfolio companies, such as Neurocrine, Incyte and Ionis Pharmaceuticals, could see interest from strategic investors, including as M&A targets. The comments come in the […]

17 Jan 2022

BB Biotech resilient in challenging period for portfolio

BB Biotech (SWX: BION) seems to be resilient in the current challenging period for biotech investing and most especially in the last week, which ranks as one of the most important trading periods in the biotech calendar. The Swiss investment company saw a 0.8% fall in its NAV in the five days from January 10-14th […]

04 Jan 2022

Investors reward BB Biotech despite turbulent year

Swiss investment company BB Biotech (SWX:BION) closed 2021 with its shares trading at CHF77.15, a rise by 8.3% over the year. However, the positive stock performance contrasts with an 11.4% fall in its NAV to CHF59.4/share in 2021, which was adversely affected by the severe bear market for biotech – and particularly its small to […]

23 Sep 2021

BB Biotech discloses a third bargain top up this quarter

BB Biotech has disclosed an increase in its holding in Mersana Therapeutics (Nasdaq:NRSN), the timing of which suggests it again aims to capitalise on a 40% fall in an investee company’s share price that occurred after a clinical trial update earlier in the month. The Swiss investment company disclosed the increased holding in a SEC […]

10 Aug 2021

Stellar Moderna share drives BB Biotech back to near all time high

Swiss investor BB Biotech’s (SWX:BION) large position in US covid vaccine producer Moderna continues to drive a remarkable performance in a volatile US biotech market. Yesterday, Moderna (Nasdaq: MRNA) surged 17% to a new all-time high of $484.5/share, giving it a market capitalisation of $167bn. Moderna is the largest of BB Biotech’s holdings accounting for […]

05 Jul 2021

QD view – Volatility remains hallmark of biotech in first half

Essa Pharmaceutials (Nasdaq: EPIX) and Moderna (MRNA) may have been the top performers within Swiss investment company BB Biotech’s (SIX:BION) 34-strong portfolio in the first half, sporting stock price rises of 137% and 124% respectively, but these gains are modest by comparison with some of the ones from within the wider world of biotech investing. […]

01 Jul 2021

BB Biotech ends volatile Q2 on a (near) all-time high

BB Biotech (SWX:BION) ended the first half with its shares up 22.2% and at CHF87 at the close yesterday, just 5% below their all-time high of CHF90 that was reached in February. The Swiss investment company’s net asset value grew by 8.9% in the first half to CHF73.1 per share, which seems to be a […]

15 Jun 2021

BB Biotech ups stake in high conviction stocks

BB Biotech (SWX:BION) increased its stake in the US cancer biotech MacroGenics by a fifth just over a week ago, seemingly taking advantage of a fall in the company’s share price in the wake of the ASCO scientific meeting earlier this month. Hitherto, MacroGenics ranked in tenth position in BB Biotech’s portfolio, accounting for 3.6% […]

08 Jun 2021

BB Biotech’s Biogen bet plays out successfully

BB Biotech’s large bet on the US regulatory approval of Biogen’s Alzheimer’s disease therapy aducanumab has met with success, after the FDA rendered an approval in a landmark, although highly controversial, decision yesterday. The news prompted a huge rise in Biogen’s share price (Nasdaq: BIIB), which closed 38% up at $395/share, having peaked at $450 […]

07 Jun 2021

BB Biotech positions move on first day of ASCO

Two of BB Biotech’s holdings were among the largest movers – one up and one down – on Friday, the first day of ASCO – the American Society of Clinical Oncology – when stocks responded to an avalanche of updated clinical trial data released at the start of the virtual scientific meeting. Fate Therapeutics, BB […]

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