Overview
BB Biotech invests in companies in the fast growing market of biotechnology and is one of the world’s largest investors in this sector with 30 years of experience. The shares of BB Biotech are listed on the SIX Swiss Exchange, the Frankfurt Stock Exchange and the Stock Exchange in Milan. Its investments are focused on listed companies that are developing and commercializing novel drugs that offer sound value for the healthcare system.
BB Biotech AG is a high-conviction, fundamental and long-term investor that offers investors direct access to a select portfolio of promising, fast-growing and profitable biotech companies listed on stock markets around the world, but with a strong bias to the US.
BB Biotech aims to deliver a compound total return of at least 15% per year with an annual dividend equivalent to 5% of NAV.
We wrote a note about the company that can be found below:
- Bold Brilliant biotech investor, published 11 February 2021
You can access the company’s website here
Fundamentals
Price
Research History
-
13 Oct 2022 14 min read
QuotedData’s Investment Companies Quarterly Review – Third Quarter 2022
Third quarter of 2022 Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Piling on the misery In the face of rising inflation, exacerbated by the war in Ukraine, central bankers have condemned for their relative inaction. However, in the third quarter of 2022, they stepped up a gear. Last month’s economic and political roundup […]
-
02 Nov 2021 1 min read
Manager Interviews – BB Biotech AG
BB Biotech – Interview with Dr. Daniel Koller BB Biotech invests in companies in the fast growing market of biotechnology and is one of the world’s largest investors in this sector with more than 25 years of experience. Dr. Daniel Koller is Head of the Investment Management Team for BB Biotech AG. He studied biochemistry […]
-
11 Feb 2021 19 min read
BB Biotech AG – A leading biotech investor
A leading biotech investor BB Biotech is the oldest-established, the largest and, over the longer term, one of the best-performing of the small group of closed-end funds that specialise in the biotech sector. It offers investors a vehicle to gain exposure to a focused portfolio of predominantly-US small-to-mid-cap biotech companies developing therapeutic products, with a […]
-
19 min read
BB Biotech AG – Bold Brilliant biotech investor
Bold Brilliant biotech investor BB Biotech is the oldest-established, the largest and, over the longer term, one of the best-performing of the small group of closed-end funds that specialise in the biotech sector. It offers investors a vehicle to gain exposure to a focused portfolio of predominantly-US small-to-mid-cap biotech companies developing therapeutic products, with a […]
-
20 min read
BB Biotech AG – Bold Brilliant biotech investor
Bold Brilliant biotech investor Swiss-listed BB Biotech is the oldest-established, the largest and, over the longer term, one of the best-performing of the small group of closed-end funds that specialise in the biotech sector. It offers investors a vehicle to gain exposure to a focused portfolio of predominantly-US small-to-mid-cap biotech companies developing therapeutic products, with […]
News
-
17 Jul 2023 3 min read
BB Biotech set to gain on Argenx positive trial news
BB Biotech should be able to report a significant increase in NAV tomorrow as a result of a positive trial outcome – with a corresponding c.25%increase in share price – by one of its largest holdings, the US-listed, Belgian company Argenx. The news represents an important fillip for the Swiss investment company, which has seen […]
-
23 Sep 2022 4 min read
BB Biotech’s latest investment hints at broader strategy
Switzerland’s BB Biotech has opened a new investment position in Rivus Pharmaceuticals, a privately held US biotech developing a mitochondrial-based approach to obesity and cardio-metabolic disease. This was made as part of a $132m Series B financing that is notable for its size and the top-tier syndicate of healthcare specialist investors who have participated. The […]
-
17 Jan 2022 2 min read
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 […]
-
23 Sep 2021 2 min read
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 […]
-
23 Jul 2021 3 min read
Moderna drives strong performance at BB Biotech
BB Biotech’s (SWX:BION) large position in US covid vaccine producer Moderna drove a strong performance against a volatile US biotech market in the first half of this year. Moderna was the second best performer within BB Biotech’s portfolio during the period, with a rise of 105%, beaten only by Essa Pharmaceuticals, whose stock was up […]
-
15 Jun 2021 2 min read
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% […]
-
11 Jun 2021 1 min read
QuotedData’s weekly news show 11 June 2021
QuotedData’s weekly news show 11 June 2021 Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on Youtube. In this week’s show, James Carthew covered the week’s top stories: Pacific Horizon’s Markson-Brown departs Baillie Gifford for Crux BB Biotech’s Biogen bet plays out successfully Digital 9 Infrastructure […]
-
21 May 2021 2 min read
BB Biotech portfolio positions hit on ASCO disclosures
A 2020 vintage investment for Switzerland’s BB Biotech has turned out to be one of the highest profile victims of the stock price moves occasioned by the ASCO abstract release earlier this week. Black Diamond Therapeutics (Nasdaq: BDTX) saw its shares fall by 37% yesterday after early-stage results of its lead compound BDTX-189 – although […]
-
06 May 2021 2 min read
BB Biotech top holding hit by US Covid vaccine IP move
Shares in the US Covid vaccine developer Moderna – the second largest holding for giant Swiss investment company BB Biotech – fell by 6% yesterday, after the Biden Administration said it would support an exceptional waiver of IP protection on COVID-19 vaccines for developing countries through the World Trade Organisation. Moderna accounted for 7.8% of […]
-
23 Apr 2021 3 min read
BB Biotech discloses portfolio changes in Q1
Swiss investor BB Biotech made two new investments in the first quarter in US small caps – Essa Pharma and Revolution Medicines – while exiting its positions in Cidara Therapeutics and Voyager Therapeutics, according to its portfolio update published earlier today. Essa Pharma (Nasdaq: EPIX) is developing a small molecule drug, EPI-7386, in metastatic castration-resistant […]
-
23 Mar 2021 2 min read
BB Biotech top pick Ionis hit by safety setback
BB Biotech top pick Ionis hit by safety setback – BB Biotech’s top holding, US antisense therapeutics pioneer Ionis Pharmaceuticals, has suffered a material setback, after the independent committee monitoring trials of one of its lead development products – tominersen, which is partnered with the pharma giant Roche – recommended discontinuation of dosing in Phase III […]
