Medical Strategy

Biotechnology – an industry of the future: Investing in innovative progress

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Knowledge creates value: Our investment approach

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6 reasons why you should invest in biotechnology now:

Putting the TECH in BioTECH

Increasing innovative strength

Big pharma needs biotech

Demography and civilisation

Attractive valuations

Improved macro environment

Discover your opportunities in biotechnology with our flagship fund MEDICAL BioHealth. To the information material:

From genes to giants: Investment strategies in promising therapeutic areas of biotechnology

Oncology

Oncology is a dynamic and complex therapeutic area with intensive research initiatives. Governments and researchers are striving to make significant progress with the aim of "attacking cancer by the billions". The focus here is on personalised medicine, which enables individual therapies through the analysis of molecular causes. This is in contrast to traditional chemotherapy, which often has an unselective effect and can cause significant side effects. A further advance is immuno-oncology, which uses the immune system to recognise cancer cells. In the next five years, the market volume is expected to increase by more than 100%, which means an additional USD 224 billion.

Rare diseases

Rare diseases are a particularly fascinating focus of our fund. In the USA, a disease is considered rare if it affects fewer than 200,000 people. Of the approximately 7,000 known rare diseases, 50% of those affected are children, but only 5-6% are currently treatable. One promising approach is gene therapy, especially for diseases caused by a single defective gene. This involves replacing the defective gene with a healthy one. Although our understanding of the genetic causes of disease is still young, technologies such as CRISPR are enabling revolutionary new forms of treatment.

Cardiometabolic diseases

Cardiometabolic diseases such as hardening of the heart, heart attacks and strokes are among the leading causes of death worldwide, often caused by smoking, diabetes and, in particular, obesity (BMI > 30). Obesity is associated with over 200 secondary diseases, including cancer and cardiovascular diseases. Currently, around 1 billion people worldwide are obese, and the trend is rising. Originally developed for diabetes, the GLP1 target could also be important for the treatment of obesity. In addition, there are other receptors such as GIP, glucagen and amylin that could potentially offer even more effective therapeutic approaches, especially for common diseases such as diabetes and obesity.

Autoimmune diseases

Autoimmune diseases are very common and the need for new treatment options is great. These diseases, in which the immune system attacks the body's own tissue, include diseases such as multiple sclerosis or epidermolysis bullosa. Despite the availability of treatments, many patients remain symptomatic and require improved therapy options. Research is focussing on molecular and genetic targets to develop more precise treatments. Innovative approaches show promising results in modulating the immune system and reducing inflammation. The development of personalised medicine could enable individual therapies that significantly improve the quality of life of those affected.

CNS diseases

The therapeutic area of CNS disorders encompasses the treatment of diseases of the central nervous system, including Alzheimer's, Parkinson's, multiple sclerosis and epilepsy. These diseases affect the brain and spinal cord and can have a serious impact on the quality of life of those affected. Advances in research and the development of new medicines, including biological therapies and the use of artificial intelligence, offer hope for more effective treatments and an improved quality of life for patients. Innovative thinking and interdisciplinary approaches are crucial for progress in this area.

About us

We make healthy progress investable

On the basis of scientific-fundamental analysis, we find the companies in the healthcare sector that promise above-average growth. In particular, the small and medium-sized biotechnology companies stand for innovation and develop the "therapies of tomorrow".

 

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Expertise

Sector focus Biotechnology

In the growth market of "healthcare", we focus on companies that are not threatened by patent expiries and the associated loss of sales, but instead have high value creation dynamics due to their innovative strength.

 

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Awards

Top positions in a long-term comparison: Our investment funds have received numerous awards from well-known rating agencies.

 

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