OSL : Follow-up

Since my last post on OSL (ASX : OSL), I’ve had a few interesting reach-outs confirming my viewpoint on this company and also providing a bit more “colour”. I should note that all of this information is actually reasonably consistent with the discussion I had with Daniel Kenny (CEO) last week, with one exception and I…

Congratulations Circadian

Yesterday’s announcement that Opthea (née Circadian, ASX : CIR) completely restructured its board, is good news for the company – but it is also good news for the biotech industry. Opthea’s board reshuffle, in my opinion, follows on what has been a spate of shareholder backlash to underperforming bioscience companies, and it is great to…

The Lesson of Theranos

I was enjoying a few moments of peace and quiet this Sunday afternoon (kid/baby asleep), catching up on some reading/current affairs and I came across a excellent post in my news feed from a former NYU Stern professor of mine – Aswath Damodaran – on Theranos. Really an inspiring guy, and his research and commentary on valuation is a…

Now I have heard everything…

My only wish in life is to die a man inspired by as much as possible of what this remarkable and unpredictable world has to offer. When one slips into eternity, be it peacefully or in violence, all that can be hoped for is the chance to have witnessed life’s exquisite moments. A bloody nose, yet a playground triumph. A…

Welcome, Opthea

It was with great joy and happiness today, that I read Circadian’s (ASX : CIR) AGM agenda. This is a big deal. Finally, the company has decided to change its name and re-identify itself as the inner person it always needed to be : Opthea. It’s not a perfect brand, mind-you. When I think of Opthea,…