Biotech Sector

[winston]

Investors Are Really Giving Up on These Stocks

by Brett Eversole

Biotech stocks have been dead money for years. And now, investors are really giving up on the sector.

That negative sentiment alone won’t cause a recovery. But it tells us that when the recovery does begin, it’ll be a big one.

Biotech stocks need to deliver. Only then will momentum return and prices move in the right direction.

Still, the massively negative sentiment tells us that few investors own these stocks today. That means there will be a lot of potential buyers when this sector inevitably moves from a bust to a major boom.

Source: Daily Wealth

https://tradesoftheday.com/2025/06/06/i ... se-stocks/

[winston]

China’s biotech moment ignites 60% stock rally that beats AI

By Sangmi Cha, Winnie Hsu & Amber Tong

The Hang Seng Biotech Index has surged more than 60% since the start of January amid investor enthusiasm over a pair of billion-dollar deals involving foreign firms licensing Chinese drugs.

China biotech is no longer just an emerging story — unlike 10 years ago — it is now a disruptive force reshaping global drug innovation.

“The science is real, the economics are compelling, and the pipeline is starting to deliver.”

Pfizer Inc said on May 19 it had agreed to pay a record US$1.25 billion (RM5.3 billion) to license an experimental cancer drug from China’s 3SBio Inc, and also invest US$100 million in the firm’s shares.

Two weeks later, Bristol-Myers Squibb Co said it would pay Germany’s BioNTech SE as much as US$11.5 billion to license a cancer drug that BioNTech had itself licensed from China’s Biotheus Inc in 2023.

3SBio has surged 283%, topping a Bloomberg gauge of global biotech stocks.

RemeGen Co, which develops antibody drugs, has climbed more than 270% after saying it was approached by multinational pharmaceutical firms for potential licensing deals.

Bears, mostly healthcare specialists, plan to take profit at this point, and some investors prefer the healthcare laggers with capability of constant dividend payout and stable revenue growth.

Source: Bloomberg

https://theedgemalaysia.com/node/759036

[winston]

3 Biotech Stocks That Could Benefit from the Patent Cliff

By Chris Markoch

Key Points

Biotech M&A activity is accelerating ahead of a projected $300 billion patent cliff, creating new opportunities in smaller, innovative companies.

Gene editing leaders like CRISPR Therapeutics, Intellia Therapeutics, and Beam Therapeutics offer differentiated platforms that could attract acquisition interest.

Investors willing to take on higher risk may find outsized upside in biotech stocks developing one-time curative therapies for chronic diseases.

Source: Market Beat