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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DOWNLOAD RESEARCH REPORTFDA Feedback as Good As It GetsAntisense Therapeutics has received formal written feedback from the US Food and Drug Administration (FDA) on its development plans for ATL1102 for non-ambulant patients with Duchenne muscular dystrophy (DMD). In a phase II trial, ATL1102 performed extremely well. The regulatory path for a disease like DMD can be simplified and shortened. To achieve this outcome, though, determining the requirements of regulators is paramount. |
DOWNLOAD RESEARCH REPORTMargins rising on pricing, volumes and management controlAfter a difficult period late in 2020 that resulted in a worse-than-expected half-year loss, junior thermal coal producer TerraCom has returned to profitability at the EBITDA level so far in 2021, and has positioned itself to reap the benefit of improved coal prices. |
DOWNLOAD RESEARCH REPORTMarket leading lifelong learning platform technology company in Australia and SE AsiaPayGroup (PYG) delivers multi-country BPO services and cloud SaaS HCM solutions, assisting companies to manage employees in multiple, complex jurisdictions. The company has many growth opportunities, including new clients, new jurisdictions, new products, partner expansion, and new revenue sources. PYG’s scalable business model allows operating leverage and with savings from in-housing third party technology, support margin expansion. |
DOWNLOAD RESEARCH REPORTMarket leading lifelong learning platform technology company in Australia and SE AsiaOpenLearning (OLL) is a higher education technology company that operates a scalable online learning platform through a software-as-a-service (SaaS) business model and provides a global marketplace of high quality courses for learners of all levels. Its primary customers are education providers based in Australia and South-East Asia (primarily Malaysia). OLL started operations in Australia in 2012 and expanded to Malaysia in 2015, Singapore in 2018, and recently also Indonesia. |
DOWNLOAD RESEARCH REPORTEfti a highly sought after compound for mono & combo Cancer treatmentImmutep (IMM.AX) is one of the most promising drug developers listed on the ASX. A core competency is its unsurpassed understanding of the biology of the lymphocyte activation gene-3 (LAG-3) and the development of therapeutics based on that knowledge. In this report, we take a deep-dive into Immutep’s project pipeline. We look at major factors in oncology drug development and the broader market and how Immutep are likely to support the value of its lead asset, eftilagimod alpha (efti), currently in mid-late-stage clinical trials. Finally, we look at the company’s intellectual property and management, the latter being often overlooked by investors. |
DOWNLOAD RESEARCH REPORTThe EV Megatrend – Responsibly sourced lithium the “new oil”Lake Resources (LKE.AX) aims to become a major global producer of high quality battery grade lithium carbonate. It holds 100% equity in four significant Argentinian brine assets situated in the Lithium Triangle. LKE is using disruptive lithium extraction technology to produce lithium for sales into the US, Europe and Asia. With its clean tech partner Lilac Solutions, LKE is moving fast to bring a low carbon, low water, low waste, no acid products, light footprint, low-cost and high value project to market. |
DOWNLOAD RESEARCH REPORTDo Two A+ Deals Foreshadow THE DEAL?Licensing deals are the life blood of small pharmaceutical companies, representing their exit from the development of a molecule, often in a staged manner, and a coalescing of the value they have added to a compound. Kazia Therapeutics has done two licensing deals in the space of a month, something unique for an Australian company. In this report, we look at those deals, assess their quality and look at other takeaways they provide. |
