The UK Investor Magazine was delighted to welcome Dr Daniel Koller, Head of the Investment Team at Bellevue Asset Management, the manager of Swiss-listed BB Biotech.
CHF2.5bn (£2.2bn) 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 and the Frankfurt Stock Exchange. Its investments are focused on listed companies that are developing and commercializing novel drugs that offer sound value for the healthcare system.
BB Biotech’s holdings include Alnylam, Argenx, Moderna, and Biohaven.
We discuss the main biotech investment themes Daniel and his team observe, as well as specific recent investments.
Daniel explains BB Biotech’s investment approach and how they balance valuations with securing exposure to significant discoveries and commercialisation.
We explore the impact of the Inflation Reduction Act on big pharma and the small-cap biotech sector.