Liver cancer medical device manufacturer and distributor, Sirtex Medical (SRX), was a standout performer for the quarter with its share price finishing up...

Liver cancer medical device manufacturer and distributor, Sirtex Medical (SRX), was a standout performer for the quarter with its share price finishing up 29.1%. In March 2015, the company will release trial data that has the potential to significantly increase the size of its addressable market. SRX hopes that its multi-year, 500 patient SIRFLOX trial, which compares the results of using SIR-Spheres with chemotherapy in patients with metastatic colorectal cancer versus chemotherapy on its own, will result in oncologists using the therapy as a front line treatment rather than merely a salvage treatment, as is currently the case. We have lightened our position into the share price strength, although the risk versus return profile still looks sufficiently compelling to justify our current portfolio weighting.


MORE ON



OC Funds Management (OC) is a boutique small cap specialist which was founded by its investment staff and non-executive directors. OC commenced operated in December 2000 with the launch of two long only small cap Australian equity funds, the OC...

Expertise

No areas of expertise

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.