Biotechnology valuations are getting cheaper: What are the emerging opportunities?

In this episode, we take a closer look at the biotechnology sector which has seen share prices come under pressure this year. Valuations have become cheaper even as clinical trial developments continue. We explore emerging new therapies in the sector as well as the potential for M&A. Learn more in this discussion with Julius Baer experts Yaw Shin Wong, Equity Specialist Asia and Fabian Wenner, Healthcare analyst for Julius Baer Research.

Chapters

• (01:01) - Review of recent performance of sector
• (02:30) - Fabian’s current take on biotech
• (03:02) - Are fundamentals for biotech intact?
• (05:30) - Clinical trials that could yield interesting results
• (07:08) - Opinions on the mRNA-based therapies
• (08:42) - M&A in the biotech sector

What is Beyond Markets?

“Beyond Markets” by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape.
The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.