Stuart Roberts
By background I am an investment professional who did Australian equity research from the late 1990s until 2015. For a lot of that time I focused on healthcare and biotechnology, and the Life Sciences has become a passion of mine. My forte is making complex, technology-based investment ideas easy to understand. In January 2015 I joined my first biotechnology company, a cancer immunotherapy play called Prima Biomed (Nasdaq: PBMD) and had a great time with them until November 2015. From January until May 2016 I took care of investor relations for another cancer immunotherapy company, Imugene (ASX: IMU). In June 2016 I returned to the equities analyst game with the founding of NDF Research.
SUDA - Faster, safer delivery for ex-blockbusters
This week we've initiated coverage on SUDA, a Perth-based a drug delivery company focused on oral spray formulations of existing drugs. Imagine these five things: Show More
Cynata - The Swiss Army Knife of cellular remedies
Today we at NDF Research published our initiation report on a Melbourne-based regenerative medicine company called Cynata. Regenerative medicine is the future – and will create some billion-dollar companies. Cynata is well placed for this race. Show More
Resonance Health - MRI for the masses
In December 2016 NDF Research initiated coverage on Resonance Health (ASX: RHT), a Perth-based company which developed the world’s first non-invasive diagnostic for iron overload, an MRI-based test called FerriScan. This test, which gained both CE Mark and FDA approval in January 2005, has been the basis of a small... Show More
Dimerix's Phase 2 success for DMX-200 - an important potential new treatment option for kidney disease
In August of last year NDF Research initiated on Dimerix (ASX: DXB), a Melbourne and Perth-based drug discovery company being built around new ways to identify drugs acting on G Protein-Coupled Receptors. Dimerix's platform is important because GPCRs are the target of a significant number of the world’s best-selling drugs.... Show More
ResApp Health - First major clinical study of ResAppDx reports important data
In July 2016 NDF research initiated coverage on ResApp Health, a company developing a smartphone-based diagnostic for respiratory disease. ResApp has just reported important data from the first major clinical study of the ResAppDx, a smartphone-based diagnostic for respiratory disease which we have previously called the ResApp System. This Australian... Show More
Phylogica - In good company
Sometimes it takes a while before good Life Sciences companies make it to being great Life Sciences companies. Phylogica is one such company. I've been following this Perth-based drug discovery operation since its 2005 IPO and I've always been impressed with the quality of the science and of the team,... Show More
Optiscan Imaging - The phoenix rises from the ashes
Often Life Sciences companies do a ‘Rip Van Winkle’ - go to sleep for a long time, rather than just die. When they wake up again, such stocks can give investors a pleasant surprise. We believe Optiscan Imaging is one such ASX-listed Rip Van Winkle Life Science company. This Melbourne-based... Show More
Anatara Lifesciences - A good gut feeling
Anatara Lifesciences is striking a blow against antibiotic resistance. The company is nearing the market with its first product, called Detach, a treatment for production animals such as cattle and pigs designed to reduce gastrointestinal disorders in these animals, thereby increasing meat yield. Anatara filed for Australian approval of Detach... Show More
Alcidion - Making hospitals smarter with Clinical Decision Support
Medical error is now the third leading cause of death in the US. The Adelaide-based Alcidion Group, an emerging player in the US$100bn field of health informatics, has technology that can help reduce these deaths while making hospitals much more efficient. Alcidion is being built around an informatics platform called... Show More
Sirtex Medical - If you can keep your head, when all about you are losing theirs...
Days like today make me wish I was back in stockbroking because Sirtex's 'Trading Update' has created the kind of contrarian play I love. Thanks to slower SIR-Spheres sales, Sirtex's constant currency EBITDA in 1H17 will fall 9-16%. As I write Sirtex stock is down 41%, making people think the... Show More
Resonance Health - World-leading MRI diagnostics
Last week NDF Research initiated coverage on Resonance Health, a Perth-based company which over a decade ago developed the world’s first non-invasive diagnostic for iron overload, an MRI-based test called FerriScan. This test, approved in the US and Europe since 2005, has been the basis of a small but growing... Show More
Admedus - DNA vaccine Blue Sky, plus a growing core business
Ian Frazer, of the University of Queensland, was Australian of the Year in 2006 because his research created Gardasil, the cervical cancer vaccine. Like all good Professors, Frazer hasn't stopped generating Next Big Thing ideas, and one of them is DNA vaccines to prompt a patient's own immune system to... Show More
LBT Innovations - Great new biotech productivity tool, potential company maker
It was the kind of response ASX-listed Life Sciences companies wish they could have more often. The Adelaide-based LBT Innovations announced on Monday 10 October that it had gained FDA approval for APAS, short for 'Automated Plate Assessment System'. When the market heard the news it bid the stock up... Show More
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Dimerix - Favourable interim data with DMX-200
Back in late August we initiated on Dimerix (ASX: DXB), a drug discovery company being built around new ways to identify highly valuable drug targets known as G Protein-Coupled Receptors. We've updated our coverage of Dimerix with a note on some recent data, which we think are very encouraging, from... Show More
Osprey gets ready to take off again
A year ago it looked like disaster had struck Osprey Medical. In June 2014 the company had gained FDA approval for AVERT, a system that reduces the amount of contrast dye interventional cardiologists use during heart procedures. Contrast dye lets cardiologists see what's going on under X-Ray, but can be... Show More
100% Bullish on the New Zealand Life Sciences sector
Are you bullish on New Zealand at the moment? If you are, you ought to check out what's going on in the country's emerging Life Sciences scene. This is the country that created Fisher & Paykel Healthcare as well as the A2 Milk Company, and, as Xero has shown us,... Show More
SomnoMed - An innovator's dillemma
In 2009 ResMed, the pioneer of CPAP therapy for Obstructive Sleep Apnea, recorded US$921m in revenue and US$146m in NPAT. Business was booming, and it still is. FY16's revenue and NPAT were US$1.8bn and US$352m respectively. However seven years ago someone influential at ResMed must have read Clayton Christensen's masterpiece... Show More
Innate Immunotherapeutics - An MS drug candidate where the patients are saying good things
Recently I was part of a 'Buy Hold Sell' video with Adam Allcock of Katana and Andy Gracey of Australian Ethical discussing this year's Bioshares conference and Life Science stocks we liked. One company Andy mentioned was the Auckland-based Innate Immunotherapeutics, whose MIS416 compound may help in 'Secondary Progressive' Multiple... Show More
PolyNovo - CSIRO-developed technology hits the big time
Sometimes on ASX it takes a while for the market to catch on to how big a Life Sciences breakthrough can be. Looking at PolyNovo's chart you'll see that stock peaked on 16 February and has been more or less flat since then. The February peak had to do with... Show More
Bionomics' new drug that the world is likely to pay attention to
The Australian Life Sciences sector took a big step forward this week when Bionomics, a drug developer renowned for ground-breaking science, announced positive results with BNC210. Bionomics thinks this compound can be the Next Big Thing in depression and anxiety because it has a nifty way of targeting a particularly... Show More
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