Biotechnology – From villain to savior
18 December 2020
Bottom Line
Health is undervalued, this pandemic showed us the tremendous importance of the biotech sector. Transformative patient outcomes resulting from an innovative biotechnology industry have never been so evident as they did in the passing year, across modalities and therapeutic areas. Improving R&D efficiency and higher rates of clinical success coupled with a supportive regulatory environment and diminishing political pressure set the stage for one of the most favorable environments for biotechnology investments, and 2020 was only the beginning.
In our portfolios, we currently have exposure to all the subthemes including an exposure on China. Next year AI-driven companies as well as Chinese biopharmas will be continuously monitored, and their exposure may increase.
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