The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments.

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In this episode, we take a closer look at the biotechnology sector which has seen share prices come under pressure this year. Valuations have become cheaper even as clinical trial developments continue. We explore emerging new therapies in the sector as well as the potential for M&A. Learn more in this discussion with Julius Baer experts Yaw Shin Wong, Equity Specialist Asia and Fabian Wenner, Healthcare analyst for Julius Baer Research.

Chapters

(01:01) - Review of recent performance of sector
(02:59) - Fabian’s current take on biotech
(03:31) - Are fundamentals for biotech intact?
(05:59) - Clinical trials that could yield interesting results
(07:37) - Opinions on the mRNA-based therapies
(09:11) - M&A in the biotech sector

Biotechnology valuations are getting cheaper: What are the emerging opportunities?