HBM Healthcare Investments Portfolio Breakdown and Performance

HBM Healthcare Investments has a diverse portfolio that spans across various healthcare sectors.

Their investments in medical technology companies, such as Medtronic and Boston Scientific, have shown significant growth and returns.

In addition to medical technology, HBM also invests in pharmaceutical companies, including Novartis and Roche, which have a strong track record of innovation and profitability.

Their investments in these companies have generated substantial returns, with some portfolio companies experiencing growth rates of over 20% annually.

HBM Healthcare Investments is a fund operator that closely monitors the market, as seen in their daily updates on the Swiss Exchange and other stock markets. The market is currently closed, but we can see the 5-day change in their latest update.

The 5-day change is +1.56%, which is a positive trend. However, looking at the 1st Jan Change, we can see that it's -3.18%, indicating a slight dip in the market at the beginning of the year. Despite this, the company has reported a rise in their FY25 nine-month NAV.

Here's a breakdown of the company stages that HBM Healthcare Investments generally invests in:

The Swiss Exchange market closed on January 17, 2025, with a 5-day change of +1.56%.

HBM Healthcare Investments has reported a rise in its FY25 nine-month net asset value (NAV) as of January 5.

The company's portfolio includes several IPOs, with the most recent being Sai Life Sciences, which completed its India IPO on December 19, 2024.

HBM Healthcare Investments' portfolio companies have raised significant funding, with Sai Life Sciences securing $4M in its Series C round, and Upstream Bio raising $200M in its Series A round.

Here are some key details about HBM Healthcare Investments' portfolio companies:

The IPO dates for these companies range from April 28, 2023, to December 18, 2024.

Co-investors play a crucial role in investment management, and HBM Healthcare Investments is no exception. Over the past 24 years, 742 investors have co-invested in their portfolio companies.

HBM Partners and Orbimed are notable co-investors, with 239 other investors joining them in various rounds. In fact, HBM Partners has invested in 9 companies before HBM Healthcare Investments, and Orbimed has done the same in 6 companies.

278 investors have entered a company alongside HBM Healthcare Investments, with Orbimed being one of the top co-investors, having partnered in 11 companies.

Here are some of the top co-investors of HBM Healthcare Investments:

A total of 223 investors have invested in HBM Healthcare Investments's portfolio after their investments, with Aisling Capital, RA Capital Management, and Orbimed being notable examples.

HBM Healthcare Investments' financial performance is reflected in its income statement, which includes estimates related to its stock market and equities investments.

The company's stock, HBMN Stock, is a key component of its financial performance, as it represents the value of the company's ownership in the market.

HBMN Stock is listed under the company's name, HBM Healthcare Investments AG, indicating its connection to the company's overall financial health.

Here is a summary of the company's listed financial components:

HBM Healthcare Investments is a significant shareholder in several companies, with a notable presence in the market.

One of the notable shareholders is Nogra Group SICAF-SIF SA, holding 15.81% of the company's equities, valued at 214 million CHF.

The company also has a stake in HBM Healthcare Investments AG, holding 3.002% of the company's equities, valued at 41 million CHF.

Here's a breakdown of the top shareholders in HBM Healthcare Investments:

As for the holdings, HBM Healthcare Investments AG holds 3.00% of its own equities, valued at 40,559,882 dollars.

HBM Healthcare Investments has a diverse portfolio of companies across various stages of investment. Specifically, they have invested in 30 Series B companies, 29 Series C companies, and 17 Series A companies.

One notable company in their portfolio is Paratek Pharma, which was acquired on June 6, 2023, after being first invested in on June 30, 2014. Paratek Pharma received a Post IPO investment of $93M.

Iconic Therapeutics is another company in their portfolio, acquired on October 4, 2022, after being first invested in on January 11, 2016. Iconic Therapeutics received a Series C investment of $48.6M.

ChemoCentryx and Homology Medicines are also part of their portfolio, both acquired in 2022. ChemoCentryx was acquired on August 4, 2022, after being first invested in on June 17, 2004, with a Series B investment of $33M. Homology Medicines was acquired on January 28, 2022, after being first invested in on August 1, 2017, with a Series B investment of $83.5M.

Here's a breakdown of the companies in HBM Healthcare Investments' portfolio:

The US is a top destination for investors, with over 50% of global venture capital investments flowing into the country.

Investors can also consider Canada, which has a thriving tech industry and a highly skilled workforce.

Germany is another attractive option, with a strong economy and a high standard of living.

Sweden is a leader in innovation, with many successful startups and a highly educated population.

In the Asia-Pacific region, Singapore is a popular choice, with a business-friendly environment and a highly developed infrastructure.

HBM Healthcare Investments has a diverse group of shareholders. The largest shareholder is Nogra Group SICAF-SIF SA, holding 15.81% of the company's equities.

The company's ownership is spread across several key shareholders. HBM Healthcare Investments AG holds 3.002% of the company's equities.

Carnegie Fonder AB is another significant shareholder, owning 1.247% of the company's equities. This Swedish investment firm has a notable presence in the company's ownership structure.

Union Bancaire Privée, UBP SA holds a smaller stake of 0.5237% in the company. This Swiss private bank has a modest presence in HBM Healthcare Investments.

Entrepreneur Partners AG also owns a small portion of the company, with a 0.4292% stake. The company's ownership is comprised of various institutional investors and private equity firms.

Here is a breakdown of the top shareholders:

HBM Healthcare Investments focuses on generating long-term capital gains through investments in private and public companies in the human medicine, biotechnology, medical technology, and diagnostics sectors.

The firm primarily invests in later-stage private companies that are attractively valued and have a convincing business model, including their product pipeline, technology, and management.

HBM Healthcare Investments invests predominantly in Series B and Series C companies, with 30 and 29 investments respectively, indicating a preference for companies that have already demonstrated some success and are looking to scale up.

Here's a breakdown of the company stages where HBM Healthcare Investments typically invests:

HBM Healthcare Investments has a clear focus on specific sectors when it comes to its investments.

The company primarily invests in later-stage private companies within the human medicine, biotechnology, medical technology, and diagnostics sectors.

Worldwide investments are made, with a primary focus on Europe, Asia, and North America.

The company's investments are spread across various sectors, including Life Sciences, High Tech, Sustainability Tech, Healthcare, HealthTech, and Others.

Here's a breakdown of the number of investments made in each sector:

HBM Healthcare Investments generally invests in later-stage private companies, which makes sense given their focus on attractively valued companies with a convincing business model.

Their data shows a clear preference for later-stage companies, with 30 investments in Series B, 29 in Series C, and 17 in Series A. This suggests they're looking for companies that have already demonstrated some level of success and are poised for further growth.

The numbers don't lie, with the majority of their investments falling into the Series B and C categories. Here's a breakdown of their investment stage distribution:

It's worth noting that while they do invest in earlier-stage companies, their focus is on later-stage companies with a proven track record.

HBM Healthcare Investments has a notable portfolio of public companies, with several firms going public through IPOs.

Sai Life Sciences, a company in HBM's portfolio, went public on December 18, 2024.

Upstream Bio, another company in the portfolio, went public on October 10, 2024.

Alumis, a company in HBM's portfolio, went public on June 28, 2024.

ArriVent, a company in the portfolio, went public on January 26, 2024.

Nicox, a company in HBM's portfolio, went public on April 28, 2023.

Here are the public firms and their IPO dates in HBM Healthcare Investments' portfolio: