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
Ted Baker (TED) interim results & Q3 trading update overview
Tracsis (TRCS) Full Year 2021 results overview
David Buik’s Macro Commentary: Interest rates, inflation & investments and much more.
The Stockopedia/PIWORLD Virtual StockSlam October 2021
PIWORLD interview with Simon Laffin: Secrets of the Boardroom - What every investor should know
GetBusy (GETB) CEO interview - October 2021
PIWORLD: Sell it to the City - October 2021
Vertu Motors (VTU) interim results presentation - October 2021
1Spatial (SPA) interim results presentation - September 2021
PIWORLD Interview with Iain Staples: Investing in dynamic companies
Personal Group (PGH) interim results presentation - September 2021
Air Partner (AIR) interim results 2021 overview – September 2021
CVS Group (CVSG) full year 2021 results presentation September 2021
Litigation Capital Management (LIT) full year 2021 results presentation September 2021
Judges Scientific plc (JDG) Interim results presentation September 2021
FireAngel (FA.) interim results overview September 2021
PIWORLD Interview with Christopher Mills: Spotting value & doing something about it
The Property Franchise Group (TPFG) Interim results presentation September 2021
Attraqt Group (ATQT) interim results 2021 overview
CVS Group (CVSG) Full Year 2021 results overview September 2021
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast