Trust Issues: Investing in the biotech sector with BIOG’s Josh Golomb

In this episode of Trust Issues, we speak to Josh Golomb, manager of The Biotech Growth Trust, about the investment case for the biotech sector, including recent performance, current allocations, the rise of Chinese biotech and finding the most compelling opportunities across the sector.

 

00:00 Introduction

00:34 Fund objectives and current allocations

02:21 Private company exposure

03:32 Small v large-cap opportunities

04:32 Evaluating first-mover advantage

06:16 Managing downside risk

07:00 Thoughts on performance

11:14 Importance of M&A

14:27 Merits of remaining independent

15:28 Regulatory backdrop in the US

16:58 Opportunities in China

19:08 Outlook for next year

21:20 Further information

21:35 Risk warning

 

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Please note that this podcast was recorded on 23 September 2026.