What smart money is saying about BB Biotech
1 fund in our archive has pitched BB Biotech — most recently Kavaljer Investmentbolagsfond in September 2026.
BB Biotech AG is an equity fund launched and managed by Bellevue Asset Management AG. The fund invests in the public equity markets across the globe. It primarily invests in stocks of companies that are engaged in medications and diagnostics based on modern biotechnology. The fund employs a fundamental analysis to create its portfolio. BB Biotech AG was formed on November 09, 1993 and is domiciled in Switzerland.
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Position history
Every position in BB Biotech on record in the archive was reported in Q3 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 1 |
Fund activity · 1 position
- September 2026
“Against this background, both companies are judged to be well placed to benefit from the improved market for biotech. HBM Healthcare and BB Biotech together constitute 6.3% of Kavaljer Investmentbolagsfond.”
BB Biotech
Fund coverage · 1 thesis
- Kavaljer InvestmentbolagsfondSeptember 2026
BB Biotech owns a concentrated portfolio of validated biotech companies and trades at a NAV discount despite improved sector conditions.
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