The US Food and Drug Administration’s approval of a new treatment for Alzheimer’s disease suggests a sea change in the regulator’s attitude to green-lighting novel drugs for difficult-to-treat illnesses.
Read More
Spirit Technology Solutions has undergone an acquisition and organic sales-fuelled metamorphosis, selling an array of I.T. and telco add-on services to small to mid-sized businesses and not-for-profit clients.
Read More
It has been a rocky corporate journey for the ASX-listed Anteris Technologies, but with its revolutionary heart technology Anteris has the ticker to be the next Aussie medical device giant.
Read More
Tim Boreham has a look at Australian oil and gas developer Calima Energy (ASX: CE1) after its acquisition of Canadian producer Blackspur Oil and recent capital raising.
Read More
Little Green Pharma has become one of the few Australian cannabis companies with full approvals from both the TGA and the Office of Drug Control.
Read More
Two announcements from drug developer Antisense Therapeutics have raised hopes of an expedited path to market for its novel candidate to treat a genetic muscular disorder that affects only boys and is regressive, fatal, and poorly treated.
Read More
Kazia Therapeutics has been trialling its lead drug paxalisib (formerly GDC-0084) to treat the aggressive and complex disease. Paxalisib inhibits a signalling pathway called PI3K which is expressed in 85 per cent to 90 per cent of glioblastoma tumours. After years of quiet development, Kazia in August achieved two key milestones.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
The New Criterion’s Tim Boreham highlights several mining services contractors, large and small, and their potential at this time.
Read More
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?
Read More
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.
Read More
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.
Read More
Beyond the dismal parade of ASX-listed victims ensuing from the corona crisis, a low-profile cluster of stocks is benefiting from the mayhem.
Read More
The New Criterion’s Tim Boreham assesses what the virus and lockdown mean for Afterpay and other listed buy now, pay later companies.
Read More
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.
Read More
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?
Read More
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.
Read More
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.
Read More
In adversity lies opportunity and some deep-pocketed investors have recognised that, like the Stone Age, the era of coal won’t end overnight.
Read More
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.
Read More
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.
Read More
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.
Read More
The New Criterion’s Tim Boreham explains why junior gold miners are rushing to secure long abandoned riches in the Bendigo/Ballarat goldfields.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
With an increasing number of activist short selling campaigns targeting stocks perceived as overvalued, nervous directors will be asking ‘who’s next?’
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
