Investment

Chart of the month: April Edition

by Angel Sanz

Biotechnology: a fallen angel or a buying opportunity?

The recent performance of the biotech sector has been truly dismal since Hillary Clinton sent her famous tweet on 21st Sept 2015: “Price gouging like this in the specialty drug market is outrageous. Tomorrow I’ll lay out a plan to take it on.”

During the last 3 quarters, profits in the biotech sector have continued to increase (red line in the chart) whereas stock prices have been falling (blue line in the chart). By June 30th, 2015, the sector traded at PE multiples in line with the S&P500 and today it trades at 25% discount!

The index shown is the S&P 500 Biotechnology Industry Index GICS Level 3 (S5BIOTX), whose components are the large caps: Alexion, Amgen, AbbVie, Regeneron, Celgene, Baxalta, Gilead, Biogen and Vertex. These companies are profitable, whereas the most widely known Nasdaq Biotechnology Index is broader and contains also the mid and small caps Biotech companies that in many cases are not profitable yet.

What has been the driver for such bad performance? Hillary Clinton is making aggressive proposals that might damage the pharmaceutical and biotechnology sectors. The most damaging ones for the biotechnology sector would be:

  • Enable US government to directly negotiate drug prices and so pressing for an overall decrease in prices.
  • Limit exclusivity for biotech drugs from 12 to 7 years.

Will these reforms be approved? Current polls shows that Hillary might be the Democrat candidate and will likely beat Trump, the presumable candidate from the Republican Party. On the other hand, some of these proposals might be stalled under a Republican-led Congress. The Senate is more difficult to predict, but it seems that it will be also controlled by the Republican Party, who is friendlier with the pharma companies.

In case the reforms are approved, what will be the impact on profits? Difficult to estimate, and that is one of the main reasons why the sector has underperformed.

Any other reason for the underperformance? Sarepta and PTC Therapeutics (Duchenne muscular dystrophy) suffered regulatory setbacks and had dramatic falls in prices, although both of them had about $3 bn. market cap only.

Why would the sector recover the historical upward trend?

  • The growth story has not changed: “Innovation is still firmly entrenched as the main tailwind and should be for some time to come. Advances in potentially first-in-class and/or disruptive therapies are increasingly frequent (immune-oncology, gene editing, etc.) with plenty of activity on the horizon over the next 12-24 months; biotech companies across the cap spectrum are involved” (JPMorgan).
  • FDA productivity remains high. In general the FDA is committed to accelerated development where appropriate (orphan drugs for instance)
  • Valuation: the S&P Biotech index is currently trading at 12.3x 12moth forward, 25% discount to the SP500.
  • Merger & Acquisitions: Companies in the sector have cash and might be taken over by large pharma companies. Bloomberg Intelligence estimates that US pharma companies have about $200 bn. in combined debt capacity to make acquisitions. Also the largest Biotech funds may have more than $125 billion in debt capacity to fund M&A or licensing deals.

Difficult to call a bottom in such a complex sector which is exposed to political risk, but there are some reasons to believe that there is an attractive asymmetrical risk profile for buyers in the biotech sector, one of the few growth sectors in the current macroeconomic environment.

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Antonio Mira
CHIEF FINANCIAL OFFICER, MEMBER OF THE EXECUTIVE COMMITTEE

Antonio Mira joined NS Partners in 2006 as Group Chief Financial Officer. He heads the corporate functions and is involved in coordinating and implementing the decisions of the Executive Committee.
An experienced bank auditor, Antonio started his career in 1995 with Arthur Andersen, where he worked for some 7 years before joining Ernst & Young in 2002 as a Senior Manager.
Antonio is a Swiss chartered accountant and a Business graduate of Lausanne University (HEC).

Sébastien Poiret
DEPUTY HEAD OF WEALTH MANAGEMENT

Sébastien Poiret joined NS Partners in 2008 and manages funds of hedge funds and private client mandates. He also oversees the development of the Group’s offices in Mauritius.

Prior to joining NS Partners, he served as a Trader, Head of Manager research and Portfolio Manager in the USA and Switzerland for a single hedge fund (1998-2004) and for Optimal (2004-2008), Grupo Santander’s fund-of-hedge funds operations.

Sébastien holds a Bachelor’s degree in Corporate Finance from the ESPEME Business School (EDHEC Group) and an MBA in Finance and Economics from the Institute of Business Administration, both in Nice.

Abir Oreibi
BOARD DIRECTOR

Abir Oreibi joined the Board of the NS Partners Group in 2018, where she brings her truly international perspective and rich experience.
Among many other ventures, Abir set up Alibaba.com’s first European office. After living and working in Shanghai, Hong Kong, Bangkok and London, she now lives in Geneva, where she is CEO of Lift Events, an organization that identifies technology trends, their business and social impact through the organization of events and open innovation programs. Issues related to the challenges and opportunities created by new technologies as well as the strategic responses from organizations are at the heart of Lift’s activities.
Abir holds a BA in Political Sciences from the University of Geneva. She is an investor, and member of advisory and innovation boards.

Romain Pidoux, CAIA

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Romain Pidoux joined NS Partners in 2011 and heads the Group’s Risk Management.
He started his financial career in 2005 as Head of Quantitative Analysis for a Swiss Family Office, selecting funds and managing portfolio allocation. In 2008, he switched to the alternative world and joined Peak Partners as hedge funds analyst.
He is a Chartered Alternative Investment Analyst (CAIA) and holds a Master’s degree in international relations from the Graduate Institute of International Studies at Geneva University.

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