Biotech Growth Trust (LON:BIOG) offers UK investors access to a global biotech sector that Geoffrey Hsu believes is entering a powerful window of opportunity. With valuations at compelling levels, the FDA approving new drugs at a proactive pace, and large pharmaceutical companies searching for acquisitions to replace revenue lost to patent expiries, the case for biotech exposure is being driven by both scientific progress and corporate urgency.
Key Moments
00:06 — Geoffrey Hsu introduces Biotech Growth Trust and its global biotech mandate
00:35 — Why now could be a compelling entry point for biotech investors
01:02 — How biotech innovation is creating new medicines for patients
01:22 — The key characteristics OrbiMed looks for in biotech companies
01:59 — Why the portfolio is currently tilted towards small and mid-cap biotech
02:31 — Global exposure across the US, Europe and China
02:40 — Diversification across RNA, cell therapy, gene therapy and antibody-drug conjugates
03:27 — The M&A resurgence and why shareholders can benefit directly
03:55 — Big pharma’s patent cliff as a major driver of biotech acquisitions
04:21 — What sets Biotech Growth Trust apart from other sector trusts
04:42 — How OrbiMed’s private equity platform supports public market diligence
05:05 — Why China is becoming an increasingly important source of biotech innovation
Biotech Growth Trust seeks to deliver capital appreciation by investing in leading biotech opportunities worldwide. Managed by OrbiMed, a global healthcare specialist with deep public and private market expertise, the Trust provides diversified exposure across geographies, company stages, therapeutic areas and cutting-edge technologies including RNA, cell therapy, gene therapy and antibody-drug conjugates.
