Twenty Questions for Phosphagenics

Apologies in advance for what is a fairly long post… In the usual stream of announcements and news feeds yesterday, I read the ASX release from Phosphagenics (ASX : POH) regarding their Oxycodone PHN study. Now I don’t comment much on this company, despite the fact that they are fairly visible in the public domain. About…

Starpharma Sensationalism – MkII

As a number of (slightly cocky and goading) readers pointed out today, my prior post on Starpharma’s utterly stupid pre-clinical announcement had a major flaw. In the interest of being comprehensive, I would like to make an additional follow-up comment, while simultaneously acknowledging my own incompetence and stupidity. I was too busy telling you about…

Is Clinuvel Relevant?

I will state from the outset, I don’t like this company, but not for reasons that will dissuade most people from taking a look at the stock. It’s funny because I get a lot of flack for writing posts about baby ASX biopharma companies that I actually do sort of like. I do sort of…

VLA Hotcopper Rebuttal

There is a recent post on HotCopper in relation to the newish Merck announcement that has garnered a lot of attention from my readers. Over the weekend I received several communications about it and I think it warrants a rebuttal because it is blatantly misleading and contains speculation that I think is not only unjustified, but…

The Future of Prescient?

I have to admit that Prescient Therapeutics (ASX : PTX) hasn’t particularly been on my radar, never really looked at it. With a market cap of $3m, I could probably be forgiven for this except for the fact that this forum is supposed to be about the Long Tail of the ASX, and PTX is pretty…

Osprey Medical – The Eagle Has Fallen

When I first saw the ASX disclosure this morning of Osprey Medical’s (ASX : OSP) clinical trial outcome in contrast-induced kidney injury (CIN), I wasn’t going to say anything. I figured the stock price pummeling was probably enough and I have already written my general opinion about the company in the past. But the more I pondered about…

The VLA Coin Toss

“It is not a case of choosing those [faces] that, to the best of one’s judgment, are really the prettiest, nor even those that average opinion genuinely thinks the prettiest. We have reached the third degree where we devote our intelligences to anticipating what average opinion expects the average opinion to be. And there are…