Because an Emu Wouldn’t Fit in the Oven…

One of my great hopes for the Australian biosciences scene is that we get to a stage of market information quality that retail investors can read and use a critical assessment of a biotech stock, and actually take note rather than just get their knickers in a twist. It requires many ecosystem changes but if we want to…

Geoff Buys a Gomer – Part II

When conducting due diligence on a company for investment (which I do regularly for private equity and VC firms) there are sort of three cardinal rules: Follow the money. Follow the assets. Follow the customers. Obviously in the case of 1) we are all trying to understand Anteo Diagnostic’s (ASX : ADO) investment thesis. Although I…

Geoff Buys a Gomer

I’ve been waiting for this moment all day, a quiet hour to sit down in my man-cave and tell you all a little story. When I first read about ADO’s acquisition of DIAsource ImmunoAssays, SA (DIAsource) yesterday, a little flicker of neural recognition took place inside my head. Not in the vague way that, for…

ADO : Very Niiiiice

When I woke up this morning, the sun was shining, the birds were chirping and the newswires were abuzz with the big news that Anteo (ASX : ADO) had (yesterday) “entends” relationship with Sigma-Aldrich. Is there no end to the innovation that this company is capable of? Not only does Anteo bring you a constant stream…

The Bioshares 2015 : “Long Tail” Awards

Unfortunately, I will not be at Bioshares in New Zealand this weekend to present these well-deserved awards on behalf of the dedicated readers of The Long Tail. However, I have ordered a crate of North Korean Kumdang-2 as the prize for these awards and as soon as it clears AQIS, I will be sure and distribute…

Compensation Matters

I have alluded to my distaste for excessive executive and board compensation several times since I started this blog. For example, my opinion is generally known that Geoff Cumming at Anteo Diagnostics (ASX : ADO) is considerably overpaid relative to the performance of his company, particularly revenue growth. Compensation  is also a multi-faceted beast and so…