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SIR-tainly a good performer..

Wilson Asset Management

Wilson Asset Management

SIR-tainly a good performer... Medical device group Sirtex (ASX: SRX) held its AGM this week. Sirtex's major product is SIR-Sphere - a treatment for liver cancer usually used in the final stages of cancer to prolong life expectancy. The company is currently undergoing trials for SIR-Sphere to be used at an earlier stage of liver cancer upon diagnosis, with results expected mid-2015. At the AGM, comments about the trial underway were positive and dose sales guidance was strong and ahead of market expectations, up 27% over the first four months of the financial year. SRX's share price has more than doubled in the last 12 months and closed up 10.0% this week. We own SRX in the investment portfolio.

Wilson Asset Management

Wilson Asset Management has a track record of making a difference for shareholders and the community for more than 20 years. As the investment manager for eight leading LICs – WAM Capital (ASX: WAM), WAM Leaders (ASX: WLE), WAM Global (ASX: WGB),...

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