Investment Themes

Investing in Life Sciences: Biotechnology

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Investment Themes

For decades, investment in the life sciences sector was mainly channelled through large pharmaceutical companies in oligopolistic or quasi-oligopolistic situations. This began to change in the 1980s with the emergence of new players. Some emerged by taking advantage of structural changes in the sector, such as generic drug manufacturers. Others relied on discovery and innovation to explore new territories. The latter category is now well established in the stock market landscape. These players, commonly referred to as "biotechs", have even become an investment theme in their own right, with their own specificities, codes and unprecedented scale of risk.

Biotechnology... a sector that investors love, even if it often gives them a hard time. In the stock market, investing in a "biotech" is to aspire to the thrill of the clinical success of a slowly maturing treatment. But for a success, how many failures? Investing in a biotech player means accepting a less rational approach to the market. It is also a high-risk gamble that requires strong nerves. At first glance, you even have to be a little reckless to invest in a biotech. It's like investing money with maximum risk in the hope that, after a long and complex process, the company will commercialize a product or technology that will bring in millions or even billions. Currently, about 4 out of 5 drugs in development are derived from biotechnology research, which says a lot about the importance of biotechnology research. On the stock market, the sector is very popular, much like the Internet stocks of the late 1990s. Investors are hoping to make large capital gains, much more than they are likely to get from a player in the traditional economy. But there is always a counterpart with extraordinary potential: it is an extraordinary risk. The following list includes a panel of major players in the sector: it is a list of discovery, not investment. It has been deliberately limited to laboratories whose capitalization is already high, by applying a limit to the number of US stocks, which largely dominate the sector.

Our selection

Healthcare
Other Biotechnology & Medical Research
36.26B +31.49%
Healthcare
Bio Therapeutic Drugs
18.4B -6.04%
Healthcare
Bio Therapeutic Drugs
7.95B +4.28%
Healthcare
Other Biotechnology & Medical Research
716M -6.01%
Healthcare
Bio Therapeutic Drugs
4.52B +1.67%
Healthcare
Bio Therapeutic Drugs
51.05B -1.12%
Healthcare
Other Biotechnology & Medical Research
13.25B +1.88%
Healthcare
Bio Therapeutic Drugs
31.17B -14.53%
Healthcare
Other Biotechnology & Medical Research
5.5B +18.51%
Healthcare
Other Biotechnology & Medical Research
1.57B -15.32%
Healthcare
Other Biotechnology & Medical Research
2.21B +1.29%
Healthcare
Bio Therapeutic Drugs
274M +27.85%
Healthcare
Other Biotechnology & Medical Research
82.49M +34.92%
Healthcare
Bio Therapeutic Drugs
1.73B -0.18%
Healthcare
Bio Therapeutic Drugs
1.79B +70.42%
Healthcare
Other Biotechnology & Medical Research
408M -19.18%
Healthcare
Bio Diagnostics & Testing
891M +15.13%
Healthcare
Bio Therapeutic Drugs
1.76B +0.78%
Healthcare
Other Biotechnology & Medical Research
421M +3.04%
Healthcare
Bio Therapeutic Drugs
145M -5.66%
Healthcare
Bio Therapeutic Drugs
1.27B -8.15%
Healthcare
Bio Therapeutic Drugs
4.57B -14.30%
Healthcare
Other Biotechnology & Medical Research
3.66B -17.52%
Healthcare
Bio Therapeutic Drugs
3B +13.69%
Healthcare
Bio Therapeutic Drugs
3.22B -7.45%
Healthcare
Other Biotechnology & Medical Research
2.18B -21.79%
Healthcare
Bio Therapeutic Drugs
760M -1.77%
Healthcare
Bio Therapeutic Drugs
11.09B +0.21%
Healthcare
Other Biotechnology & Medical Research
2.76B -12.44%
Healthcare
Bio Therapeutic Drugs
364M +31.39%
Healthcare
Other Biotechnology & Medical Research
392M -12.05%
Healthcare
Other Biotechnology & Medical Research
2.24B -12.50%
Healthcare
Other Biotechnology & Medical Research
928M +4.20%
Healthcare
Other Biotechnology & Medical Research
467M +16.41%
Healthcare
Other Biotechnology & Medical Research
3.18B +3.67%
Healthcare
Bio Therapeutic Drugs
172M +0.74%
Healthcare
Other Biotechnology & Medical Research
931M +2.03%
Healthcare
Other Biotechnology & Medical Research
125M -9.45%
Healthcare
Other Biotechnology & Medical Research
59.29M -30.14%
Healthcare
Other Biotechnology & Medical Research
102M -15.77%
Healthcare
Bio Therapeutic Drugs
1.81B -9.33%
Healthcare
Other Biotechnology & Medical Research
495M -7.03%
Healthcare
Other Biotechnology & Medical Research
9.61B -11.79%
Healthcare
Bio Therapeutic Drugs
1.3B +33.39%
Healthcare
Bio Therapeutic Drugs
1.1B +20.95%
Healthcare
Other Biotechnology & Medical Research
507M -16.56%
Healthcare
Bio Therapeutic Drugs
1.26B -6.82%
Healthcare
Bio Therapeutic Drugs
82.73M -37.98%
Healthcare
Bio Therapeutic Drugs
4.03B -3.94%
Healthcare
Other Biotechnology & Medical Research
896M +16.68%
Healthcare
Bio Therapeutic Drugs
86.95M +188.02%
Healthcare
Bio Therapeutic Drugs
1.19B +34.09%
Healthcare
Bio Therapeutic Drugs
328M -5.84%
Healthcare
Other Biotechnology & Medical Research
1.18B +6.67%
Healthcare
Other Biotechnology & Medical Research
421M +35.42%
- - 61.85M -
Healthcare
Bio Therapeutic Drugs
223M -6.74%
Healthcare
Other Biotechnology & Medical Research
702M -8.46%
Healthcare
Bio Therapeutic Drugs
227M +0.23%
Healthcare
Other Biotechnology & Medical Research
157M -8.36%

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. Investing in Life Sciences: Biotechnology