Can the rally continue for biotech?

Overall at this time one sees more attractive emergent biotech innovation – with the potential to improve health – than ever before in the sector’s history. Companies are paying careful and explicit attention to the very real question of value for money in healthcare.

Drugs that rely on RNA – a similar, but less stable cousin of DNA – are here to stay. At this time, smaller, cutting-edge firms are best able to offer attractive growth rates. 

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Selective merger and acquisition activity can also continue to provide a boost to investors in the sector. Despite turbulence, this is a time to invest judiciously, not a time to retrench and eschew innovation.

Daniel Koller is head of the investment team at BB Biotech