The biotech sector has been churning out a new generation of drug treatment options.
The healthcare sector has been under a black cloud since the US Presidential Election last year, driven by concerns over drug pricing.
At a recent American Society for Clinical Oncology (ASCO) conference investors were able to review progress in immunotherapy clinical trials. The progress is positive. Incyte, for one, presented improved patient response rates in five types of cancer...
Daniel Koller, BB Biotech's head of investment, discusses sector growth, innovation and the attractive valuations of fast-growing companies.
Equity markets performed well in the first quarter driven by an expectation of lower corporate tax rates in the US and the potential repatriation of offshore cash and investments in infrastructure.
Look for companies exploiting new technologies
More support needed for UK innovation
Criticised pricing policies
Opportunities in a number of sectors