Biotech Growth Share Discussion Threads

[sharesoc] 23/10/2024 11:05

!YOUTUBEVIDEO:t9x3cTkhpvc:
The recent ShareSoc webinar (17/10/24) featuring Geoff Hsu from The Biotech Growth Trust is now available to watch on YouTube. In this session, Geoff shared insights on the trust's performance, emerging biotech trends, and future strategies. Watch Here:

[sharesoc] 02/10/2024 14:10

Geoff Hsu, General Partner at OrbiMed Capital, will present The Biotech Growth Trust (BIOG) and will discuss its current performance and future strategies on the ShareSoc webinar taking place on the 17th October 2024 at 4 p.m on Zoom. The presentation will be followed by a Q&A session, where you can ask Geoff direct questions.

[ali47fish] 06/2/2024 23:07

what is scholae rock please?

[takeiteasy] 06/2/2024 18:15

Scholar Rock on the move again - a rather pretty looking chart (one of our top 10 holdings) - dyor and no advice...

[takeiteasy] 01/2/2024 13:36

From the holdings in IT noted in the annual report(may not be fully up to date and excluding any fallers) just YTD 2024 performance i.e. month of January alone:

Vera up 137%, Edgewise up 63%, Keros up 40%, Mersana up 36%, GH up 30% etc etc so my sense is that some of the star performers here are coming out of hibernation and back to life and hopefully a much better outlook for the year ahead.

I have not added the 1/3 year comparatives as we all know the recent past has been poor so I am trying to look forward and not back :)

dyor and no advice etc...

[daveoz1] 01/2/2024 08:26

Thanks takeiteasy, I really need some good news at last about Biotech Growth since its disastrous share price run for 16 months after Feb 2021...!

[takeiteasy] 01/2/2024 07:45

2seventybio is one of the investments in this trust - just caught my interest as whilst it is only one from a long list of investments, it seems to have had an unusual share price move...
hxxps://www.2seventybio.com/

[ali47fish] 01/2/2024 07:38

tke please explain what's 2seventybio

[takeiteasy] 31/1/2024 18:50

2seventybio which was a c.3% holding in the annual report is up 38% today. Can't harm the NAV :)
dyor and no advice

[takeiteasy] 25/1/2024 16:41

Helps the cause when one of the holdings is up 43% in one day vera therapeutics. Scholar rock is also an interesting one to follow now in the top 10 holdings list.

dyor and no advice intended

[takeiteasy] 10/1/2024 05:38

Could not agree more, finally being the operative word e.g. the 7 year chart shows we are pretty much flat over the entire period where it appears the US index has been up a small amount - perhaps the very small cap bias has not helped in the distant past but is now seen as a help given the exceptionally low valuations to net cash for many of the smaller companies - would be nice if this is the year for the biotechs...dyor etc

[1c3479z] 09/1/2024 22:20

finally showing some vigour,
seems m and a activity benefiting in the US

[luckymouse] 31/12/2023 09:45

Hard to know where that will go - certainly its coming off a deep technical discount here & will likely rise - but ever since the great 2008 Biotech run, excitement over genome sequencing & other new genetic techniques, its largely been stuck in that consol & gone nowhere. Lot of work to do to get back into trend.
If miraculous new Ai applications start appearing that could turn the sector hot again - perhaps a discounted punt upon that outcome..

free stock charts from uk.advfn.com

[1c3479z] 17/4/2023 15:33

put up a dire performance in March with trouble in China, mainly.

[c3479z1] 13/3/2023 12:49

some slight relief for shareholders from the seagen takeover, apparently 1.7% of assets as of September 2022 and confirmed they were holders in the latest factsheet.

[mozy123] 13/1/2023 16:24

What's moving this today? Any news?

[ali47fish] 16/11/2022 07:54

biog update new chair some improvement

[ali47fish] 08/8/2022 07:34

no dave the share price is coming back

[mozy123] 17/6/2022 14:53

Seagen jumps on report Merck is said to eye possible acquisition

[daveoz1] 14/6/2022 14:47

Quote from above "By the standards of 2008 / 2009, this little Investment Trust has had a reasonably decent year". !!! What does that mean? When was that written? Am I missing something? Since March 2021, the Biotech Growth Trust price has plummeted by 50%! My worst investment by far.

[ali47fish] 14/6/2022 13:42

ned buys 10000 shares

[mozy123] 10/5/2022 11:39

Brutal. Cheap or is this pricing defaults and bankrupcies in the sector?

[ali47fish] 03/2/2022 17:12

can't work out whether rathbone has added or sold some here

[richtea2517] 15/1/2022 16:44

Bought a few Friday