When Health Policy Knocks…

I don’t comment on healthcare services as much as I probably should. I guess it’s fair to say that health service companies are usually not as mediocre as the tech-end of the sector. These companies tend to deliver actual value to patients and sometimes even generate cash. A novel concept, I know. As an investment proposition, health services…

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…

My Fragile Excitement

A number of readers have emailed me to ask my thoughts on the Neuren Phase II outcome in Fragile X. I initially wasn’t inclined to pass comment, mainly because I didn’t feel like getting a lot of flack from angry parents of Fragile X patients, criticising me for my lack of faith in Neuren (ASX…

Phylogica : 600% Effective

Always good to get a pearl out of Phylogica (ASX : PYC) informing us that their latest “petri dish” experiment works 600% better than a previous “petri dish” experiment. Also nice to see approximately 600% abuse of ASX continuous disclosure rules… Instead of writing yet another rant about PYC’s rubbish in vitro studies, I am going to…

Does BREVAGenplus Really Make a Difference?

I had a somewhat mixed reaction to Genetic Technologies’ (ASX : GTG) recent, rather breathless update about the progress of its BREVAGenplus breast cancer risk test (the product website is worth a read for basic background). There can be little doubt that we are entering the era of genetic testing in order to improve the economics of…

Investor Relations and ASX Biosciences : Part of the Problem

In the last couple of weeks we have seen a couple of interesting movements between the corporate and investor relations world, a “new” arrival and an “old” departure. Firstly, in Prima Biomed’s (ASX :PRR) most recent investment letter we quietly learned of Stuart Roberts’ departure from Prima Biomed as Head of Investor Relations, and the appointment of…