The themes to look out for
When it comes to finding growth in the UK, we are positive on the pharmaceuticals sector.
What should investors look out for?
Biotech and healthcare is leading sector
'Diminishing regulatory barriers'
INDUSTRY VOICE: Major headwinds caused by various factors weighed on investor sentiment in the healthcare sector during the second quarter. BB Biotech was not completely immune to these developments and delivered a return of 1.2% in EUR.
INDUSTRY VOICE: Big players in the healthcare sector are desperate to differentiate their approved 'checkpoint inhibitors' (a drug that unleashes an immune system attack on cancer cells) by combining their use with conventional chemotherapy or other new...
'Wobbling risk appetite'
INDUSTRY VOICE: Despite market volatility in Q1, BB Biotech performed very well with an overall return of 8.8% in CHF. Several large biotech companies are currently trading below their fundamental value,and offer an attractive entry level for investors....
Sustainability in focus
2018 should be another intensive year for BB Biotech, with many important clinical trial results and regulatory approvals expected to keep the biotechnology industry and BB Biotech's holdings in focus. The investment team expects new product launches...
With a total return of 23.1% in CHF and 13.1% in EUR buoyed by the euro's substantial appreciation against the dollar, BB Biotech delivered a strong performance in 2017 and will propose a record regular dividend of CHF 3.30 per share .
Big sustainability challenges being tackled
TER of 0.35%
Alternative routes to dividend income
The biotech sector has been churning out a new generation of drug treatment options.
The healthcare sector has been under a black cloud since the US Presidential Election last year, driven by concerns over drug pricing.
At a recent American Society for Clinical Oncology (ASCO) conference investors were able to review progress in immunotherapy clinical trials. The progress is positive. Incyte, for one, presented improved patient response rates in five types of cancer...
Daniel Koller, BB Biotech's head of investment, discusses sector growth, innovation and the attractive valuations of fast-growing companies.
Equity markets performed well in the first quarter driven by an expectation of lower corporate tax rates in the US and the potential repatriation of offshore cash and investments in infrastructure.
Look for companies exploiting new technologies
More support needed for UK innovation