Over the last ten years, developments in biotechnology have been significant and the future holds the potential for many cures and advancements in the medical world: we’ve gone from 22 approved drugs in 2000 to more than 330 today and global sales has risen from 20 to 100 billion dollars.

The investment strategy is based on specific characteristics and solid fundamentals:

  • a dynamic industry with demonstrated impressive revenue growth;
  • creation of life-saving drugs and treatments, improving well being of patients worldwide;
  • deep product pipelines and substantial investments in R&D;
  • major access to capital markets;
  • gained strategic alignments with big pharma companies and governments organizations;
  • undervaluation of medium and small cap companies.

The trend of increased healthcare spending and technology advancements, and the unmet medical needs for cures and treatments will continue to provide the biotech sector with growth and advancements, as well as lucrative investment opportunities.

Our goal is to search for biotech companies that may be tomorrow’s industry leaders and to discover the gems of medical biotech. We seek out those biotech companies that may one day deliver groundbreaking drugs for Alzheimer’s disease, cancer, multiple sclerosis and many other serious diseases.

While there may be plenty of promising biotech companies with exciting science/drugs and solid management teams, for many individual investors the complexity of the science and the regulatory processes can be daunting. J. Lamarck Biotech Sicav brings together all the elements required to analyze and discover the most promising biotech investments.

Before investing in biotechnology it is also important to be aware of the potential risks. These risks can be reduced by constructing a portfolio of promising biotech companies representing different types of experimental drugs at different stages of development. The model portfolio of Selectra Investment J. Lamarck Biotech Sicav is well diversified in different companies, pipeline development and classification (like diagnostics, oncology, antiviral, auto immune diseases, etc). It holds 15 – 30 direct investments in listed companies on American Stock Markets (NYSE, Nasdaq) and secondary in European or Asian Stock Markets.

At least 50% is invested in “top tier” companies in addition to growth companies, selected through thorough fundamental analysis in order to maximize shareholder value.

The strategy is “long-only” and excludes the use of derivatives (warrants, options or futures on shares or indices).