📈 바이오테크, 다음 주도 섹터 될 수 있을까?

It's already broken out. XBI had a good year last year for once in a long while - in recent years, it's seemed as if the category broadly struggled while you could do well if you picked a narrow group of right names. I had four names bought out last year.

Biotech is incredibly risky and it depends on what you're looking for. If you're looking for obesity names, there's LLY in the lead, NVO and a lot of also-ran smaller names, one or more of which might get bought in the manner that PFE overpaid for MTSR. People also don't talk about aesthetics - I've done well with diversified dermatology co GALDY in the last year.

Still waiting for gene editing stocks to go but idk my money's still on space and shiny metal rocks for now.

Disclosure: I own both Pfizer and Novo Nordisk. Biotech can be super hit and miss depending on pipelines, approvals, etc. my gut says GLP-1 is a long-term play, with potential side benefits such as medications that tackle addiction which would be a true boon to society. However, it will be hard to pick winners and choosers. I’ve been burned by the biotech space before.

Just go to r/biotechnology and r/labrats to witness how we suffer.

I feel these Issues are holding back Biotech atm:

\- The AI bubble sucked up alot of VC which otherwise may have ended up in Biotech

\- Religious zealotism hinders Biotech research in the US (see transgenic mice debate) and ecological zealotism hinders it in Europe (See GMO crops)

\- It shows more and more that the promises of several processes could not be held, especiallyin a world which no longer prioriteses environmental protection

However there are chances:

\- EU is changing it's GMO legislature --> look at the BAYER stock

\- Food industry is adapting precise fermentation for meat replacement products

\- Health sector has a chance, esp. RNA vaccines etc (again in case the FDA does not go full MAHA-BS)

\- Germany needs to transfer large sectors of its chemical industry, industrial biotechnology might be a chance

I think investing in peptine industry can be a good idea, yet I have studied it and not even I want to invest the time to do my DD with all those companies business cases (nothing here is financial advice)

It already did, in 2025

The problem with pharmaceuticals and biotech is there are so many tiny companies developing new drugs but few of those drugs will be successful. There will be big winners but they’re much harder to pick than in other sectors like hi tech. I think the best way to deal with the sector is to focus on the biggest names assuming that they will buy up any small companies that develop important new drugs or therapies. Some of my best performers since 2009 have been LLY (up 3000%) and REGN (up 4000%).