International Biotechnol... Share Discussion Threads

[davebowler] 17/10/2011 15:45

Date NAV Pence Friday 14(th) October Excluding Income 174.08

[davebowler] 19/9/2011 09:55

Thursday 15 September NAV Excluding Income 172.77

[davebowler] 09/9/2011 12:26

NAV Thursday 08 September 170.52

[davebowler] 05/9/2011 13:56

NAV Friday 02 September Excluding Income 164.25

[davebowler] 21/6/2011 09:51

http://www.investmentweek.co.uk/investment-week/analysis/2075951/medical-innovation-brings-health-biotech-sector

[davebowler] 19/5/2011 13:23

18 May 2011 International Biotechnology Trust plc The Board of International Biotechnology Trust plc announces that the unaudited net asset value per share Date NAV Pence Tuesday 17 May Excluding Income 183.34

[davebowler] 19/5/2011 13:23

http://www.moneyweek.com/news-and-charts/people-in-the-news/guru-watch/drug-stocks-pharmaceuticals-neil-woodford-10713

[davebowler] 26/4/2011 13:58

Wednesday 20 April NAV 179.01

[davebowler] 14/4/2011 10:10

Tuesday 12 April NAV 177.3

[davebowler] 11/4/2011 13:51

Friday 08 April NAV Excluding Income 176.90

[davebowler] 31/12/2010 16:21

Thursday 30 December NAV Excluding Income 181.09

[davebowler] 27/12/2010 10:42

https://www.winsresearch.co.uk/secure/files.php?file_id=334&file_type=wins-update

[davebowler] 24/12/2010 11:25

23/12 NAV 180.35

[davebowler] 21/12/2010 09:33

now at 18% discount to NAV; http://www.trustnet.com/Factsheets/Factsheet.aspx?fundCode=ITIBT&univ=T

[davebowler] 20/12/2010 15:47

Intl. Biotechnology Trust PLC 17 December 2010 INTERNATIONAL BIOTECHNOLOGY TRUST PLC Portfolio Update as at 30 November 2010 Total net assets GBP99.4m NAV per share 166.3p Share price 137.0p Total value of unquoted investments GBP23.3m Total number of portfolio companies 60 Cash 1% NAV Cash committed and reserved to 9% NAV unquoted investments Portfolio companies with < 1 year 10% NAV of cash Top Ten Holdings Company Name % NAV Celgene 5.80 Micromet 5.77 Amgen 5.30 Shire Ltd 5.16 Gilead Sciences 4.83 Alexion Pharmaceuticals 3.54 Teva 3.43 Insulet 3.39 Genzyme 3.27 Cadent 3.25 ----------- Total 43.74 Geographical Allocation % United States 74 Europe 23 Australia 2 Cash 1 ----------- Total 100 Quoted/Unquoted allocation % Quoted 76 Unquoted 23 Cash 1 ----------- Total 100

[davebowler] 03/11/2010 09:29

Edison note; During the 12 months to 31 August 2010 International Biotechnology Trust (IBT) underperformed the NASDAQ Biotechnology Index (NASBIOT) – large cap biased by 4.2% in terms of NAV total return, but outperformed Russell 2000 Biotechnology Growth Index (R2BIOG) – small cap biased by 11.5%. In terms of share price total return, IBT outperformed the NASBIOT by 4.2% and the R2BIOG by 19.9%. The superior share price performance, over the NAV, reflects a narrowing of the discount during the period. The manager considers that biotech has suffered from substantial negative sentiment during the last year and investors' appetite for risk is much diminished. The manager expects that, as this returns, valuations will move up from their current historic lows offering significant upside potential. International Biotechnology Trust aims to achieve long-term capital growth by investing in development stage biotechnology companies that are either quoted or unquoted with the potential for high growth.

[yespmedc] 03/11/2010 08:32

New note - http://www.stockopedia.co.uk/research/international-biotech-lonibt-recovery-potential-50097/

[davebowler] 21/7/2010 16:37

The Manager of BIOG's views; biotech will be a net beneficiary of healthcare reform; the regulatory environment will continue to improve; M&A activity will continue at a steady pace; and, in P/E terms, biotech valuations are at 15-year lows. As such, the outlook for the sector is positive.

[davebowler] 08/6/2010 13:55

THE BIOTECH GROWTH TRUST PLC is on a 4% discount to assets yet this is at a 18% discount -crazy!

[davebowler] 08/6/2010 13:17

http://www.fundstrategy.co.uk/features/trends/new-era-promises-a-sweeter-pill/1012893.article