Marsico Capital Management

The Marsico Capital Management team believe global growth will remain “lower for longer.” We find the best earnings growth opportunities exist in companies that are innovative and poised to show revenue growth contribution from market share gains, rather than dependence on the macroeconomic environment. We think that for the next... Show More

John Robertson

The resources sector globally is in the trough of a prolonged depression while the biotechnology sector is setting new price records. The NASDAQ biotech index has risen 21% since the start of 2015 within a 420% rise since the beginning of 2009. It would be easy enough to conclude that... Show More

John Robertson

Yesterday's Australia Biotech Invest 2014 conference in Melbourne rather optimistically considered whether the flight from resources stocks may benefit the biotech sector. Pity a sector than must rely on resources for its momentum. Australian biotech companies are suffering some of the same investment woes afflicting Australia's resources companies. There are... Show More

Livewire Equities

3 short-term Biotech plays. Scott Power attended the Bioshares Biotech summit and has identified 3 stocks that he thinks are set to rise. Power says In my opinion (and assuming the broader market holds together) the following stocks are going to move higher within the short term (one to two... Show More

Mathan Somasundaram

Bionomics (BNO) - Merck thinks BNC375 is unforgettable, too | Analyst: Stuart Roberts | Rating: Buy TP:$1.10 | Bionomics has secured a new research collaboration with Merck & Co.. They have partnered with Bionomics on BNC375, which in pre-clinical has shown evidence that it can treat Alzheimer's disease as well... Show More