With Immutep’s largest and most advanced trial in breast cancer patients, AIPAC, the company is running it alone. Otherwise, its clinical activities revolve around partnerships with big pharmaceutical houses, which reduce the risk and cost of big-ticket drug development.
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As a pioneer of advanced battery materials the ASX listed technology house Novonix is playing a key role in cracking the battery equivalent of Roger Bannister’s four-minute-mile in 1954.
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While local investors are unfamiliar with psychedelic therapy, this is likely to change given the burgeoning interest in North America, where no fewer than 20 companies are actively involved in the field.
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Assuming the lack of a bad debt apocalypse, the big banks certainly look cheap. But the smaller banks look even cheaper, which suggests there’s better value at the minnow end which is more oriented to mortgages than business lending.
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The age-old notion of Australians betting on anything that crawls has been supported by the behaviour of sports punters during the virus lockdown that has stymied most professional sporting events.
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Little Green Pharma was the first company to produce a home-grown medicinal cannabis product for patient use and it was also the first to export when it became legal to do so. Tim Boreham highlights why the company stands out as a genuine player above a canopy of chancers.
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The New Criterion’s Tim Boreham highlights several mining services contractors, large and small, and their potential at this time.
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As followers of uranium would know, there have been plenty of proclamations about an imminent recovery post Fukushima, but they have all turned out to be false dawns. With buyers and sellers trilling from the same song book, is this time different?
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Who said capitalism was dead in the new world order of prolific government handouts? The profit motive is at least alive and kicking in the sexed-up sanitiser sector, as both new and established participants grab on to what’s hopefully a once-in-a-lifetime opportunity.
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Usually referred to in the same breath as health, “wellness” is an amorphous term but that hasn’t stopped investors from flocking to listed exposures to trendy sectors such as organics, artificial meat, probiotics, vitamins and health supplements.
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Beyond the dismal parade of ASX-listed victims ensuing from the corona crisis, a low-profile cluster of stocks is benefiting from the mayhem.
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The New Criterion’s Tim Boreham assesses what the virus and lockdown mean for Afterpay and other listed buy now, pay later companies.
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In more normal times – and nothing is normal at the moment – low oil prices benefit the global economy and stocks such as manufacturers and transport companies. Tim Boreham outlines those Australian companies which stand to benefit from significantly lower energy prices.
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With a sense of raw panic descending on global stock markets, the question is whether there are any truly safe havens in terms of remaining exposed to equities?
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Just as video didn’t kill the radio star, DVDs didn’t snuff out the silver screen and then streaming failed to deliver the mortal blow.
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ASX-listed Memphasys (MEM), has developed a novel device to separate and select sperm more quickly and effectively than the current methods. Dubbed Felix, the device uses electrical fields and membranes to sort the sperm by quality and size.
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In adversity lies opportunity and some deep-pocketed investors have recognised that, like the Stone Age, the era of coal won’t end overnight.
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Having been long on promises but short on deliverables, the ASX listed cannabis sector is taking an evolutionary step from growing the stuff to proving that pot is indeed the healing herb it is meant to be.
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The savage share sell down of Nearmap highlights the dangers of investing in tech stocks valued on lusty revenue multiples that leave little room for error. Given that billion-dollar valuations have become common in the sector, no doubt other casualties will emerge as the reporting season unfolds.
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As is the norm, the speculative end of the market moves to its own rhythms and influences. In this vein, here are three ‘special situation’ stocks that plug into the topical anxieties of natural disasters, the coronavirus threat and the security of domestic gas supply.
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The New Criterion’s Tim Boreham explains why junior gold miners are rushing to secure long abandoned riches in the Bendigo/Ballarat goldfields.
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With the prolonged bushfire crisis now abated thanks to the efforts of Mother Nature and tireless firefighters, Tim Boreham ponders the effect of the firestorm on listed equity exposures.
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It may be cold comfort for shareholders of Westpac and the Commonwealth Bank, but our two biggest banks are not alone when it comes to breaching anti money laundering rules.
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For yield chasing investors, the small-cap sector can offer attractive dividends based on sound and sustainable earnings. Many of these dividends delights are virtually unheard of, which means they haven’t been bid up as aggressively as the handful of blue-chip stocks that investors flock to.
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While demand for shared cloud-based data storage shows no signs of abating in a hurry, local data centre oversupply is looming as a short term issue.
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When it comes to small caps that have lost their way, it’s all too easy for investors to banish them from their portfolios and move to fresher pastures. In fact it’s quite cathartic. But don’t be so hasty: enterprises rarely evolve in a neat linear fashion.
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The bellwether of global economic activity, copper has pretty much marked time over the last 12 months price-wise – a fair reflection of the sluggish conditions.
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With an increasing number of activist short selling campaigns targeting stocks perceived as overvalued, nervous directors will be asking ‘who’s next?’
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The federal government may have succeeded in cleaning up the woeful private vocational education sector, but now faces a fresh issue in its quest to protect the $35 billion foreign student trade.
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With investors clamouring for better yields than paltry returns on cash deposits, the world’s top debt whisperers have obliged with an expanding cluster of ASX-listed funds to give retail punters an exposure to a $US2 trillion global sector hitherto the preserve of institutions and sophisticated investors.
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When a stock is trading at a fraction of a cent, it’s usually a message for investors to abandon all hope and sell for the tax losses while they can. But ‘penny dreadful’ shares can sometimes rise from the ashes.
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Massive legal settlements in the US have highlighted the scourge of opioid abuse, but Australian producer Palla Pharma is confident the drug class will remain the world’s foremost pain medication. Meanwhile, Paradigm Pharmaceuticals presents an alternative.
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The stronger-for-longer lithium story is not exactly panning out as such, with a global oversupply emerging and the upbeat blue sky stories supplanted by tales of woe from the emerging producers. The same thing’s happening with that other wonder battery metal, graphite.
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Meat substitute stocks are all the rage in the US, but locally there’s a more limited bill of fare for investors – for the time being at least.
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Being a supplier to the big bad supermarkets hasn’t been a fun place over the last decade, but two of the sector’s stalwarts are fighting their way out of the retailing wilderness.
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A paradox of the Pentagon is that it can start a war in about five minutes, but when it comes to selecting contractors to supply the materiel the process drags out for years. But some ASX stocks are achieving success in their assault on the military establishment.
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Shared office space used to be just that: cheap digs for start-up enterprises. Now it’s a burgeoning property sub-sector.
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Hampered to date by a lack of doctor awareness, perception issues and a dearth of approved treatments, the local medicinal cannabis sector is showing the first buds of meaningful growth.
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Speeding motorists and errant parkers hope they will never do business with Smart Parking and Redflex. But should investors?
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Bullion’s romp beyond the record $2000 an ounce level in Aussie dollar terms has prompted investors to take a closer look at the pantheon of ASX-listed local gold producers – despite some problems in the mid-tier that have tarnished the sector.
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