Added to YB: 2025-10-30
Pitch date: 2025-10-28
BION.SW [bullish]
BB Biotech AG
+12.25%
current return
Author Info
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Company Info
BB Biotech AG is an equity fund launched and managed by Bellevue Asset Management AG. The fund invests in the public equity markets across the globe.
Market Cap
CHF 2.3B
Pitch Price
CHF 40.80
Price Target
N/A
Dividend
4.38%
EV/EBITDA
N/A
P/E
13.59
EV/Sales
10.83
Sector
Capital Markets
Category
value
BB Biotech AG (BION Switzerland): Portfolio recovery gathers momentum as biotech sentiment turns
BION.SW (quick overview): Portfolio +20% Q3 as biotech sentiment turns, generating CHF 450M net income vs prior year losses. Disciplined rotation: exited Moderna/Black Diamond, added Revolution Medicines/Scholar Rock/Avidity. Stacked catalyst calendar across Ionis, Rivus, Agios holdings. Trades at NAV discount despite improving sector flows & M&A activity.
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