ndfresearch.com/blog

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

Stuart Roberts
Stuart Roberts NDF Research

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
Stuart Roberts NDF Research

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
Stuart Roberts NDF Research

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
Stuart Roberts NDF Research

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
Stuart Roberts NDF Research

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
Stuart Roberts NDF Research

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

Phylogica - In good company

Stuart Roberts
Stuart Roberts NDF Research

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
Stuart Roberts NDF Research

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
Stuart Roberts NDF Research

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
Stuart Roberts NDF Research

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

Sirtex Medical - If you can keep your head, when all about you are losing theirs...

Stuart Roberts
Stuart Roberts NDF Research

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

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

Resonance Health - World-leading MRI diagnostics

Stuart Roberts
Stuart Roberts NDF Research

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

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

Admedus - DNA vaccine Blue Sky, plus a growing core business

Stuart Roberts
Stuart Roberts NDF Research

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

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

Dimerix - Favourable interim data with DMX-200

Stuart Roberts
Stuart Roberts NDF Research

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

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

Osprey gets ready to take off again

Stuart Roberts
Stuart Roberts NDF Research

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

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

SomnoMed - An innovator's dillemma

Stuart Roberts
Stuart Roberts NDF Research

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

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

Innate Immunotherapeutics - An MS drug candidate where the patients are saying good things

Stuart Roberts
Stuart Roberts NDF Research

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

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

PolyNovo - CSIRO-developed technology hits the big time

Stuart Roberts
Stuart Roberts NDF Research

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

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

Bionomics' new drug that the world is likely to pay attention to

Stuart Roberts
Stuart Roberts NDF Research

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

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

Mayne Pharma - Emerging world leader in generic drugs

Stuart Roberts
Stuart Roberts NDF Research

One reason I am bullish on Australia's pharmaceutical industry is that we now have two established companies with global scale headquartered right here that can be great training grounds for new talent. One is CSL. The other, less well known even though it's now a ~A$3bn company, is Mayne Pharma.... Show More

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