ndfresearch.com/blog

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

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

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

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

Stuart Roberts

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

Stuart Roberts

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

Stuart Roberts

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

Stuart Roberts

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