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Articles by HB Biotechnology
4 key themes every biotech investor should be watching (and 9 stocks to watch)
In our last review mid-2024 we had been asking the question: “Are there signs of a biotech market breakout?”. Especially compared to the period between 2021 to 2023, now referred to as the "Biotech Bear Market", or even the "Biotech Nuclear Winter" by those in the industry, the overall biotech market had a decent year, returning 11.3% in AUD for calendar year 2024.
Conviction stock-picking drives biotech success: a biotech market review of 2024
In our last review mid-2024 we had been asking the question: “Are there signs of a biotech market breakout?”. Especially compared to the period between 2021 to 2023, now referred to as the "Biotech Bear Market", or even the "Biotech Nuclear Winter" by those in the industry, the overall biotech market had a decent year, returning 11.3% in AUD for calendar year 2024.
Coming home with a wet sail - or just getting warmed up?
What a difference two months can make. Had the year ended on 31 October, the global biotech market, as measured by the S&P Biotechnology Industry Index (“Biotech Index”), would have been on track to return -14% at 31 Oct 2023, measured in AUD.
Radiopharmaceuticals: Prostate cancer diagnostic revenues currently in focus, but the opportunity in therapeutics could be larger
Australian Investors have witnessed the rise of Telix Pharmaceuticals ASX:TLX, which listed in 2017 with a market capitalisation of AU$128m and is now valued at AU$3.2 billion. The company's PSMA-PET[i] diagnostic, Illucix, has garnered significant investor attention, with expectations of reaching approximately US$800 million in peak sales, representing a significant portion of the ~US$2 billion total addressable market (TAM) for PSMA-PET diagnostics.
Sticking to you Guns
While considering what to focus on for a financial year end wire, I came across an article from RA capital's Managing Director, Peter Kolchinsky, which is part of a series on how RA capital, a specialist US-based biotech investor, thinks about portfolio construction. Comfortingly, many of the key takeaways from this series of articles reflect how we approach portfolio construction here at HB Biotechnology.
M&A continues to gather pace in Global Biotech
M&A is a critical part of the global biotech and biopharmaceutical value chain. While some biotech companies will go on to have their drugs approved and take them to market, a large proportion will partner or be acquired by a larger biopharmaceutical firm. Why is this?
Global Biotech - a market on sale with solid fundamentals
Global Biotech is currently enduring one of the most protracted downturns in its history, currently trading around 50% off its peak in mid-February 2021. Almost inconceivably, when you consider the value delivered to the world in the form of COVID vaccines, the biotech index is currently trading below pre-COVID levels. This is despite a rally in the second half of CY2022, the overall market gains of which have largely been given back in the first quarter of 2023.
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