Catherine Wood, CEO and CIO at ARK Investment Management (ARK), invests on the cutting edge of robotics, energy storage, next-generation internet and blockchain technology. However it is in the field of genomic sequencing that she tell us: “Something is happening that is more profound than I’ve ever experienced”. Show More
This week we have our first overseas guest on The Rules of Investing, Jim Mellon. Jim is a billionaire investor, speaker, and co-author of 'Juvenescence: Investing in the Age of Longevity.' Show More
The head of one mid-sized ASX biotech play recently told an industry forum that after a quiet 2017 for global takeover activity in the pharmaceutical sector, Trump’s tax cuts would fire up activity this year. Show More
Do investors favour the next big thing, rather than focusing on long term success? Show More
Mesoblast was sold off heavily in June following the revelation that Teva had decided to return a number of programs to Mesoblast. Stuart Roberts, Life Sciences Analyst at NDF Research, thinks the market's reaction is all wrong. "I take the view that it's great, because they can take an improved... Show More
There are over 150 companies listed on the ASX that fall under the Lifesciences banner. This includes medical device manufacturers, drug development companies and the emerging 'e-health' companies. However, the reality is that with the exception of a handful of names, like Cochlear and CSL Ltd, most of these stocks... Show More
In this short video we discuss: Show More
Impedimed is a medical devices company that produces electronic devices capable of measuring the level of fluid in the human body, explains Shane Fitzgerald, Principal at Monash Investors. Their primary product, L-Dex, allows for the early detection of an otherwise incurable condition called Lymphedema, which affects cancer patients after treatment.... Show More
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
Our Healthcare & Biotech's Analyst Tanushree Jain discusses her top 3 stock picks for 2016. Watch the video here: Show More
"I still think we are in a slow-growth, disinflationary world. A disinflationary world means you want to own companies that don’t require price increases to grow their revenue lines. Historically, the two sectors of the market we can invest in that do best in that kind of environment are Technology... Show More
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
Good Morning, Show More
Trend alert: Last year saw the biggest overall increase in prescription drug spending in the US since 2003. So which diseases are driving the increased spending? Hereditary Angioedema, Inflammatory Conditions, Oncology, Diabetes, Anticoagulants and HIV are all tipped to increase by more than 50% in the next 3 years. However,... Show More
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
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
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
David Merkel from the Aleph Blog says It is wise to avoid the area of the market where issuance is well above average. When money is being thrown at a sub-asset class, like subprime RMBS in 2006-7, or manufactured housing ABS in 2000-1, the results are bad. As it is... Show More
The US transport sector and the biotech sector are two extremes of the US market. The Dow Jones Transportation Average (the white line) tends to be more in tune with the US economy than the NASDAQ biotechnology index (the green line). The correction in US biotech prices has raised concerns... Show More
There's some interesting action going on in US equities today. In a nutshell, the Nasdaq is getting pummeled relative to the other major indices. With about an hour left of trade, the Nasdaq is down 3% while the S&P 500 is off 1.75%. Investors are fleeing biotech and Internet stocks... Show More