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HBM Healthcare Investments
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== The fund manager: HBM Partners== '''The manager’s view: ‘Increasingly interesting’ opportunities''' FY22 was the first time in a decade that HBMN posted a negative result for the year, but the team led by CEO Dr Andreas Wicki and CFO Erwin Troxler is undeterred, pointing to more attractive valuations in the small- and mid-cap biotech space, a continued high level of innovation, and signs of a pick-up in M&A activity as established pharma companies seek to capitalise on market falls. HBMN’s mix of private and public investments enables it to seek out interesting growth opportunities that may be at an early stage (although the managers seek ‘proof of concept’ before investing), and hold them until their value is more widely appreciated. Currently the managers are focused on growth companies in the biotech, medtech, diagnostic and healthcare IT sectors, with ‘digital health’ in particular giving exposure across the whole healthcare value chain, including in areas such as pharmacies and clinics that would otherwise be out of the fund’s scope. With a variety of macroeconomic and geopolitical factors having weighed on sentiment towards growth stocks in general and biotechnology in particular so far in 2022, the HBMN team continues to rate the prospects for the healthcare investment universe as ‘good’, and says it intends to exploit (selectively) the ‘increasingly interesting’ investment opportunities arising in public markets in particular over the coming months.
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