Of Lydia Haueter, Senior Investment Manager in the thematic fund team at Pictet Asset Management.
“A
Vaccine would of course be the most elegant way to win, and it exists
certainly hope ”, says Lydia Haueter and shows current ones
Research results in this area. “They are currently working
Scientists in the development or adaptation of various
Medicines to fight the pandemic. Have immediate priority
antiviral drugs that increase the virus in the body
stop or slow down. Another research area concerns
serious complications occurring in the later stages of
Virus infection occur. ”
Of the
Biotech has evolved in times of market turmoil and recession
historical comparison well, which is because the
Demand for medicines is not driven by business cycles.
The Pictet biotech strategy focuses on highly effective,
important therapies using an in-house scoring system
the each drug in terms of the severity of the treated
Illness, its effects, its affordability and accessibility
(including health insurances) and the
Competitive position compared to similar drugs that already exist
are on the market or are being developed. In the
The portfolio managers have made the allocations in recent weeks
some profitable large caps with lush liquidity buffers increased because
these are able to weather the storm on the stock markets as well as possible
survive. At the same time, they are also attentive to new ones
Investment opportunities. As the 12-month P / E shows, the biotech sector is
cheaper than it has been for years, both nominally and in
Relationship to the wider market.
For further details, please refer to the original publication (below this Link).
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