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Trust Issues: Investing in the biotech sector with IBT’s Ailsa Craig
In this episode of Trust Issues, we speak to Ailsa Craig, manager of International Biotechnology Trust, about the investment case for the biotech sector, including recent performance, M&A, managing political noise and finding the most compelling opportunities across the sector.
00:00 Introduction
00:42 Key drivers of NBI movements
03:00 Thoughts on outperformance
05:12 Current portfolio allocations
07:28 Most attractive valuation opportunities
09:03 Private market exposure
09:47 Opportunity in China
11:14 Current gearing
12:11 Navigating political noise
16:57 Drivers of M&A
19:52 Thoughts on recent premiums
20:32 Identifying takeover targets
20:59 Most exciting developments
23:03 Further information
23:18 Risk warning
Our latest note on IBT - https://www.trustintelligence.co.uk/investor/articles?fund_id=2
IBT website - https://www.schroders.com/en-gb/uk/individual/funds-and-strategies/investment-trusts/international-biotechnology-trust/
Please note that this podcast was recorded on 11 November 2025.
View all episodes
By Kepler PartnersIn this episode of Trust Issues, we speak to Ailsa Craig, manager of International Biotechnology Trust, about the investment case for the biotech sector, including recent performance, M&A, managing political noise and finding the most compelling opportunities across the sector.
00:00 Introduction
00:42 Key drivers of NBI movements
03:00 Thoughts on outperformance
05:12 Current portfolio allocations
07:28 Most attractive valuation opportunities
09:03 Private market exposure
09:47 Opportunity in China
11:14 Current gearing
12:11 Navigating political noise
16:57 Drivers of M&A
19:52 Thoughts on recent premiums
20:32 Identifying takeover targets
20:59 Most exciting developments
23:03 Further information
23:18 Risk warning
Our latest note on IBT - https://www.trustintelligence.co.uk/investor/articles?fund_id=2
IBT website - https://www.schroders.com/en-gb/uk/individual/funds-and-strategies/investment-trusts/international-biotechnology-trust/
Please note that this podcast was recorded on 11 November 2025.