Biotech Boom: Where are the Aussie Investors?

Oct 18, 2023

Our managing Director, Dr Charlie Williams PhD, was interviewed by Nadine McGrath from Stockhead this month, talking about the why global biotech is increasingly an appealing investment proposition.

Read the article in Stockhead Here: Global Biotech Sector set to Boom but where are Aussie Investors?

Particularly now as prices are depressed from macro pressures (e.g. uncertainty regarding further interest rate rises), the Biotech Sector represents a compelling investment case due to the characteristics of:

  • High Growth Potential – historically the sector has delivered strong risk adjusted returns
  • Innovation and Breakthroughs – never before have there been so many tools at our disposal to fight disease
  • Unmet Medical Needs – In harnessing these breakthroughs, new markets are being created for diseases with high unmet medical needs
  • Diversification Potential – the biotech sector has one of the lowest correlations with broader market indices compared to any other sector

In this article, we discuss why Liquidity and Capital Adequacy (Cash Runway) are such important criteria in our investment selection process, themes we have discussed in posts previously, and why this drives us to invest more in global biotech stocks compared to the local market.

For more detail, read the article in Stockhead Here: Global Biotech Sector set to Boom but where are Aussie Investors?