PIWORLD audio investor podcasts
Business:Investing
The full video can be seen at: https://www.piworld.co.uk/2018/08/17/international-biotechnology-trust-ibt-presentation-at-sharesoc-april-2018/
IBT presentation at the ShareSoc growth company seminar in April 2018 by Lead Investment Manager Dr Carl Harald Janson.
International Biotechnology Trust offers investors access to the fast growing biotechnology sector through an actively managed, diversified fund. Its award winning fund managers at SV Health Investors are scientifically and medically trained with over 60 years of experience in this specialist sector between them. As well as investing in a wide ranging portfolio of global quoted biotechnology stocks, we include a small proportion of otherwise inaccessible carefully selected unquoted investments which have the potential to deliver additional returns over the long term. Excellent management teams, unique innovative products and strong potential for outperformance are the key criteria for inclusion in our diversified portfolio of assets.
Dr Carl Harald Janson, Lead Investment Manager introduction - 00:17
Performance 1, 3 & 5 years – 00:57
Dividend - 02:16
Share price/discount - 02:52
Dividend sustainability - 03:44
Biotech is a high growth sector - 04:35
Favourable regulatory environment - 07:55
Worldwide pharma sales - 08:25
M&A - 08:47
Risks - 10:25
The US market - 11:21
Sector valuation - 13:23
IBT investment process - 14:14
Risk mitigation - 15:04
Portfolio breakdown - 16:52
Oncology treatment options - 19:04
Top 10 holdings - 20:24
Unqouted portfolio - 21:10
Awards & Summary -23:08
Q&A -22:29
Introduction to Windward (WNWD)
Wynnstay (WYN) full-year 2021 results presentation February 2022
NWF Group (NWF) interim results 2021 presentation to analysts given 1st February 2022
SThree (STEM) Full Year 2021 results presentation
Idox (IDOX) full year 2021 results presentation
Accrol Group Holdings (ACRL) interim results presentation January 2022
Stockopedia/PIWORLD StockSlam January 2022
Creightons (CRL) Interim results presentation January 2022
PIWORLD Sell it to the City January 2022
Knights (KGH) interim results presentation - January 2022
Begbies Traynor (BEG) Interim Results presentation - December 2021
PIWORLD interview with Richard Leonard: Winners and Losers of 2021
Ilika (IKA) Capital Markets Day – December 2021
SThree (STEM) full-year 2021 Trading Update - December 2021
WH Ireland (WHI) interim results overview by CEO, Phillip Wale - December 2021
PIWORLD interview with Andy Brough: Markets & Lessons Learned in 2021
MindGym (MIND) interim results presentation - December 2021
WH Ireland (WHI) interim results presentation December 2021
ENGAGE XR Holdings (EXR) investor presentation - December 2021
TPXimpact (TPX) interim results presentation - December 2021
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast