Equities
It has never been less fun to win on a short. By some counts, Biogen's stock collapse marked the latest failure in over a hundred clinical trials based on the amyloid-beta (Aβ) hypothesis. Biogen deserves full credit for taking such a bold financial risk, but something has clearly gone very... Show More
A lot can be said for understanding what you own, and why you own it. Investors look at stocks like Afterpay, Appen, Altium or A2 Milk and dream of finding such companies before the crowd. While difficult, it is not impossible. Show More
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