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 Our latest note on BIOG - https://www.trustintelligence.co.uk/investor/articles?fund_id=65 BIOG website - https://www.biotechgt.com/ Please note that this podcast was recorded on 23 September 2026.
