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About the company
HBM Healthcare Investments AG is a Switzerland-based venture capital company investing in emerging companies, mainly from the biotechnology and human medicine, diagnostics, as well as medical technology sectors. The Company focuses on unlisted companies, with two-thirds of assets being invested in private companies that offer high value-creation potential. As a holding company, it is involved in the acquisition, disposal and management of a diversified portfolio, as well as in financing and supporting the portfolio firms as a key partner. It focuses on companies with products either at an advanced stage of development or already available on the market. The primary investment areas are Western Europe and the United States. The Company's portfolio includes approximately 25 companies. As of March 31, 2012, the Company had six wholly owned subsidiaries, including three subsidiaries on Cayman Islands, two Barbados-based subsidiaries and a subsidiary in the United States.
- Revenue in CHF (TTM)262.50m
- Net income in CHF238.49m
- Incorporated2001
- Employees--
- LocationHBM Healthcare Investments AGBundesplatz 1ZUG 6300SwitzerlandCHE
- Phone+41 417107577
- Fax+41 417107578
- Websitehttps://www.hbmhealthcare.com/
Profile
| Management group(s) | HBM Partners Cayman Ltd |
|---|---|
| AIC sector | -- |
| ISIN | CH0012627250 |
| Launch date | 14 Feb 2008 |
| Share type | Ordinary Share |
| Structure | Investment Trust |
| Base currency | CHF |
Objective
HBM Healthcare Investments’ objective is to generate long-term capital gains with investments in private and public companies in the human medicine, biotechnology, medical technology and diagnostics sectors, and related areas. Within its target sector, HBM Healthcare Investments invests predominantly in later-stage private companies which are attractively valued and have a convincing business model, including their product pipeline, technology and management. Investments are made worldwide, primarily in Europe, Asia and North America.
Managed by
| Andreas Wicki, Erwin Troxler |
|---|
Management & contract fees
Management fee (paid quarterly): 0.75% of Company assets plus 0.75% of the Company's market capitalisation. Performance fee (paid annually): 15% on increase in value above the high water mark.
Peer analysis
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aberforth Smaller Companies Trust plc | 119.23m | 100.55m | 1.38bn | 0.00 | 14.19 | 0.9557 | -- | 11.58 | 1.18 | 1.18 | 1.40 | 17.45 | 0.0769 | -- | 33.99 | -- | 6.48 | 7.85 | 6.65 | 7.98 | 91.38 | 92.17 | 84.33 | 87.25 | -- | 22.25 | 0.0513 | 36.34 | -33.22 | -- | -36.52 | -- | -- | 7.04 |
| Rosebank Industries PLC | -104.48bn | -104.48bn | 1.39bn | -- | -- | 4.44 | -- | -- | -- | -- | -- | 0.7383 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0.0311 | -- | -- | -- | -- | -- | -- | -- |
| Is Yatirim Menkul Degerler AS | 25.46bn | 113.17m | 1.40bn | 603.00 | 12.24 | 2.77 | 9.56 | 0.055 | 4.33 | 4.33 | 972.39 | 19.13 | 17.49 | 4,275.37 | 26.28 | 2,305,537,000.00 | 9.57 | 11.49 | 28.40 | 38.14 | 0.3929 | 1.23 | 0.5473 | 0.9141 | 1.42 | -- | 0.1751 | 57.53 | 49.36 | 31.33 | -31.16 | 70.43 | 52.93 | 127.33 |
| Worldwide Healthcare Trust PLC | -155.38m | -176.02m | 1.42bn | 0.00 | -- | 1.01 | -- | -- | -0.3233 | -0.3233 | -0.3073 | 3.54 | -0.0818 | -- | -- | -- | -9.26 | 2.87 | -9.85 | 3.03 | -- | 73.57 | -- | 69.87 | -- | -- | 0.00 | 23.15 | -180.77 | -- | -204.28 | -- | -- | -0.8131 |
| BH Macro Ltd | 345.42m | 207.84m | 1.47bn | 0.00 | 8.36 | 0.9993 | -- | 4.24 | 0.5137 | 0.5137 | 0.8444 | 4.30 | 0.2215 | -- | 23.74 | -- | 13.33 | 5.99 | 13.36 | 6.11 | 90.02 | 79.10 | 60.17 | 40.87 | -- | 16.13 | 0.00 | 0.00 | 22.33 | 18.13 | -12.43 | -0.4175 | -- | -- |
| HBM Healthcare Investments AG | 262.50m | 238.49m | 1.50bn | -- | 6.18 | 0.7904 | -- | 5.70 | 35.93 | 35.93 | 39.15 | 280.87 | 0.1342 | -- | 5,706.52 | -- | 12.19 | 5.62 | 12.67 | 5.69 | 91.97 | 69.28 | 90.85 | 66.41 | -- | -- | 0.0857 | 56.52 | 81.12 | -29.13 | 1,812.10 | -36.72 | -- | -0.525 |
| JPMorgan Emerging Mkts Grt & Inc PLC | 68.16m | 51.70m | 1.50bn | 0.00 | 32.41 | 1.18 | -- | 21.96 | 0.046 | 0.046 | 0.0611 | 1.26 | 0.0488 | -- | 10.71 | -- | 3.70 | 3.70 | 3.73 | 3.71 | 86.33 | 85.20 | 75.85 | 73.94 | -- | -- | 0.00 | 33.23 | -37.69 | 8.03 | -41.77 | 10.10 | -- | 8.14 |
| Gimv NV | 365.87m | 183.53m | 1.52bn | 94.00 | 7.50 | 0.8386 | 8.17 | 4.15 | 6.03 | 6.03 | 12.22 | 53.90 | 0.1805 | -- | 77.95 | 4,263,862.00 | 9.05 | 8.60 | 9.30 | 8.88 | 95.57 | 95.32 | 50.16 | 45.49 | -- | 3.32 | 0.1538 | 45.09 | 26.85 | 27.65 | 0.8622 | -- | -- | 1.39 |
| Fidelity Special Values PLC | 180.43m | 165.49m | 1.52bn | 0.00 | 9.17 | 1.15 | -- | 8.43 | 0.4901 | 0.4901 | 0.5337 | 3.92 | 0.1429 | -- | 18.30 | -- | 13.11 | 14.67 | 13.14 | 14.74 | 96.03 | 96.22 | 91.72 | 92.98 | -- | 26.49 | 0.00 | 19.15 | -27.12 | -- | -29.07 | -- | -- | 11.95 |
| Kinnevik AB | 0.00 | -287.37m | 1.54bn | 47.00 | -- | 0.5041 | -- | -- | -12.08 | -12.08 | 0.00 | 127.39 | 0.00 | -- | -- | -- | -8.14 | -4.98 | -8.51 | -5.08 | -- | -- | -- | -250.19 | -- | -0.085 | 0.0542 | -- | -100.00 | -- | -27.56 | -- | -- | -- |
| AG Anadolu Grubu Holding AS | 11.31bn | 40.11m | 1.54bn | 72.49k | 38.51 | 0.8027 | 1.76 | 0.1366 | 0.9349 | 0.9358 | 263.63 | 44.85 | 1.09 | 6.78 | 14.18 | 8,491,218.00 | 3.46 | 9.69 | 9.84 | 27.50 | 28.45 | 27.65 | 3.18 | 8.86 | 0.6308 | 0.858 | 0.3299 | 4.51 | 4.00 | 65.96 | -81.83 | 56.11 | 68.37 | 110.84 |
| Fidelity China Special Situations PLC | 616.52m | 582.12m | 1.58bn | 0.00 | 2.84 | 0.8925 | -- | 2.56 | 1.13 | 1.13 | 1.19 | 3.59 | 0.376 | -- | 98.88 | -- | 35.50 | 4.86 | 36.61 | 5.09 | 94.78 | 72.57 | 94.42 | 69.96 | -- | -- | 0.00 | 41.72 | 314.48 | -- | 258.35 | -- | -- | 13.49 |
| Roko AB (publ) | 554.04m | 65.10m | 1.58bn | 1.58k | 29.36 | 4.02 | 15.81 | 2.85 | 51.66 | 51.66 | 439.90 | 377.12 | -- | -- | -- | 4,077,750.00 | -- | -- | -- | -- | 44.71 | -- | 11.69 | -- | 0.5322 | 27.31 | 0.2049 | -- | 4.37 | -- | 7.41 | -- | -- | -- |
| Tamburi Investment Partners SpA | 2.14m | 78.50m | 1.58bn | 14.00 | 17.81 | 1.06 | 20.84 | 739.98 | 0.5282 | 0.5282 | 0.0144 | 8.87 | 0.0012 | -- | 8.18 | 167,476.40 | 4.22 | 3.41 | 4.59 | 3.91 | -- | -- | 3,532.47 | 178.78 | -- | -- | 0.2687 | 38.62 | -97.74 | -30.20 | -55.17 | 4.29 | 25.12 | 12.20 |
| Peugeot Invest SA | 157.92m | 36.37m | 1.59bn | 31.00 | 43.86 | 0.4392 | 22.67 | 10.07 | 1.59 | 1.59 | 6.94 | 159.16 | 0.0251 | -- | 2.06 | 5,580,581.00 | 1.10 | 3.70 | 1.23 | 4.11 | -- | -- | 43.59 | 81.18 | -- | 1.78 | 0.2039 | 32.14 | -7.72 | 5.58 | 7.08 | 2.18 | -10.82 | 8.61 |
| Tetragon Financial Group Ltd | 760.68m | 537.08m | 1.61bn | 570.00 | 1.96 | 0.3511 | -- | 2.11 | 7.62 | 7.62 | 10.81 | 42.58 | 0.2702 | -- | 40.00 | 1,863,962.00 | 19.08 | 7.05 | 19.72 | 7.23 | 76.09 | 69.82 | 70.60 | 60.35 | -- | 26.74 | 0.0898 | 17.49 | 116.45 | 5.30 | 149.61 | 4.11 | -- | -9.88 |
| Holder | Shares | % Held |
|---|---|---|
| Saba Capital Management LPas of 29 Aug 2025 | 199.57k | 2.96% |
| Partners Group AGas of 30 Jun 2025 | 70.49k | 1.05% |
| Carnegie Fonder ABas of 30 Dec 2025 | 56.84k | 0.84% |
| LGT Capital Partners AG (Investment Management)as of 31 Oct 2025 | 35.00k | 0.52% |
| PMG Investment Solutions AGas of 30 Jun 2025 | 34.40k | 0.51% |
| Entrepreneur Partners AGas of 30 Jun 2025 | 29.14k | 0.43% |
| LUKB Expert Fondsleitung AGas of 31 Jul 2025 | 23.03k | 0.34% |
| DNB Asset Management ASas of 28 Nov 2025 | 16.07k | 0.24% |
| Axxion SA (Luxembourg)as of 30 Jun 2025 | 15.04k | 0.22% |
| Invesco Capital Management LLCas of 06 Feb 2026 | 12.71k | 0.19% |
