Sven Borho, head of public equities and portfolio manager at OrbiMed Healthcare Fund Management, talks to Lawrence Gosling about ObamaCare, 3D printing in medicine, and why exciting ideas do not always translate into investment returns.
This year could be the big year for biotech, with a number of groundbreaking medical solutions coming to the market to either cure or alleviate major medical conditions. The manager of the £385m Biotech Growth trust, Sven Borho, believes the opportunities for investors are the best he has seen for decade. Your team has a strong scientific background. How do you achieve the right balance between understanding the science and spotting the investment potential? With ten ex-CEOs of healthcare companies on our investment team, we do have a scientific background. The team hasto consta...
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