Edison issues report on The Biotech Growth Trust (BIOG)

Summary by AI BETAClose X

Edison Investment Research issued a report on The Biotech Growth Trust (BIOG) on September 5, 2025, highlighting the trust's focus on long-term capital appreciation through investments in high-quality biotech stocks. Managed by OrbiMed, the trust has experienced performance challenges since Q1 2021. Despite this, the managers believe current valuations are disconnected from the biotech sector's favorable fundamentals. They anticipate that industry innovation, a supportive regulatory environment, and major pharma companies seeking to enhance pipelines before a patent cliff will drive M&A activity, potentially creating an opportune moment for investors. The full report is available on Edison's website.

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Edison Investment Research Limited
Edison issues report on The Biotech Growth Trust (BIOG)

05-Sep-2025 / 10:36 GMT/BST
The issuer is solely responsible for the content of this announcement.


 

London, UK, 5 September 2025

 

Edison issues report on The Biotech Growth Trust (BIOG)

Edison issues report on The Biotech Growth Trust (LSE: BIOG)

The Biotech Growth Trust (BIOG) is managed Geoff Hsu and Josh Golomb at leading global healthcare specialist OrbiMed. The trust provides access to the rapidly evolving biotech sector, seeking long-term capital appreciation by investing in high-quality biotech stocks across the market cap spectrum, with a bias towards smaller, emerging biotech companies. Since Q121, the trust has faced significant performance headwinds in what has been the industry’s largest and most prolonged drawdown. However, the managers remain confident that a stark disconnect exists between current valuations and the favourable fundamentals of the biotech sector. With industry innovation at an all-time high, a generally supportive regulatory environment and major pharma companies looking to bolster their pipelines ahead of a major patent cliff, which should spur M&A activity, now may be an opportune time for investors to consider the biotech sector.

Click here to read the full report.

All reports published by Edison are available to download free of charge from its website

www.edisongroup.com

Edison is authorised and regulated by the Financial Conduct Authority.

Edison is not an adviser or broker-dealer and does not provide investment advice. Edison’s reports are not solicitations to buy or sell any securities.

For more information, please contact Edison:

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+44 (0)20 3077 5700

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