NDF Research

Invitrocue - this Singapore company can predict cancer treatment outcomes

Stuart Roberts

Last week I published a report on a great Life Sciences company out of Singapore called Invitrocue. Singapore is one of the finest places a global traveler could find to do Life Sciences, ranking probably the seventh most-productive Life Sciences jurisdiction on the planet in terms of the amount of... Show More


Actinogen Medical (ASX: ACW) - Breaking the long dry spell in Alzheimer’s treatment

Stuart Roberts

Often in Life Sciences people speak of the 'Holy Grail' as something that everyone in a particular field is looking for and will be very pleased when it is found. It's an unusual term to use given that most people in Life Sciences either aren't Christian or aren't in touch... Show More


Kazia Therapeutics - Picking up where Genentech left off

Stuart Roberts

One of the more impressive re-brandings of a Life Science company that I've seen in recent years is Kazia Therapeutics, formerly Novogen. This company changed its name in late 2017 to reflect the acquisition from Genentech of an impressive new lead compound called GDC-0084, for the treatment of glioblastoma. We... Show More


Orthocell: Growing with CelGro

Stuart Roberts

Every now and then when people ask me about building a portfolio of Life Science companies, I tell them that having a regenerative medicine stock in the portfolio is probably a good idea because we're going into a boom for that field globally. In July last year we at NDF... Show More


Is this the start of the Australian Life Science Boom? The Viralytics/Merck deal is telling you something...

Stuart Roberts

Just over eighteen months ago, in July 2016, I published an article headlined 'The Coming Boom in Life Sciences, Down Under' in which I suggested that Australia was on the way to a boom for its biotech and medical device sector. I argued that all the elements of that coming... Show More


Suda Pharmaceuticals - emerging drug reformulation champion

Stuart Roberts

One of the more straightforward ways to make money in the pharmaceuticals game is to reformulate someone else's drug once it is off patent. To develop a new drug these days will likely costs a large pharma company more than a billion US dollars and well in excess of ten... Show More

life sciences http://www.ndfresearch.com/blog NDF Research ASX:SUD

Want to make money in Life Sciences? Back a female CEO

Stuart Roberts

Want a sure-fire way to make money in biotech and medical device stocks? There is none. There are, however, certain things you can do to maximise your chances of success. I have been arguing lately that one of the better ways to do that is by buying stock in companies... Show More

Patrys - Cell penetrating monoclonal antibody

Stuart Roberts

Today we've initiated coverage on Patrys, a Melbourne-based company that may have one of the world's first cell-penetrating antibodies for the treatment of cancer. Show More

Dimerix - the little Aussie company that is now a big player in Diabetic Nephropathy

Stuart Roberts

I love it when ASX-listed Life Science companies generate pleasant surprises. For the last year or so we at NDF Research have been following Dimerix, a drug developer whose lead candidate, DMX-200, is showing promise in the treatment of kidney disease. DMX-200 is a combination of two existing drugs, irbesartan... Show More

life sciences http://www.ndfresearch.com/blog NDF Research ASX:DXB

Novogen (ASX: NRT) ​- Picking up where Genentech left off

Stuart Roberts

Today NDF Research initiates coverage on Novogen, a Sydney-based cancer drug developer whose lead compound, soon to enter Phase 2, is GDC-0084, for the treatment of glioblastoma. Show More

life sciences ASX:NRT NDF Research ndfresearch.com/blog

SUDA ​- Faster, safer delivery for ex-blockbusters​

Stuart Roberts

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

life sciences NDF Research ndfresearch.com/blog ASX:SUD

Cynata ​- The Swiss Army Knife of cellular remedies

Stuart Roberts

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

life sciences NDF Research ndfresearch.com/blog ASX:CYP

Resonance Health - MRI for the masses

Stuart Roberts

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

life sciences ASX:RHT NDF Research ndfresearch.com/blog

Dimerix's Phase 2 success for DMX-200 - an important potential new treatment option for kidney disease

Stuart Roberts

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

life sciences NDF Research ndfresearch.com/blog ASX:DXB

ResApp Health - First major clinical study of ResAppDx reports important data

Stuart Roberts

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

life sciences NDF Research ndfresearch.com/blog ASX:RAP

Independent Equities Research is the new Black

Marc Kennis

3 January 2018 is the starting date for Europe’s far-reaching new legislation for financial markets, called MiFID II. Included in the 28 articles of this EU Directive are new rules for fund managers and stock brokers regarding payment for equities research. Show More

Join the conversation

Phylogica - In good company

Stuart Roberts

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

life sciences NDF Research ndfresearch.com/blog ASX:PYC

Optiscan Imaging - The phoenix rises from the ashes

Stuart Roberts

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

life sciences NDF Research ndfresearch.com/blog ASX:OIL

Anatara Lifesciences ​- A good gut feeling

Stuart Roberts

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

life sciences ASX:ANR NDF Research ndfresearch.com/blog

Alcidion - Making hospitals smarter with Clinical Decision Support

Stuart Roberts

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

life sciences NDF Research ndfresearch.com/blog ASX:ALC