Happy New Year – 2016

It’s been an interesting year. When I started this site I really didn’t know what was going to happen… in most respects, it has exceeded my expectations. A Few Opening Remarks On a positive note, I genuinely felt support for the mission of trying to create a fresh dialogue around the quality and transparency of ASX-listed companies operating in this…

No more Alchemistry….

I had a fairly sleepless night last night. It wasn’t just that my 3 year-old woke up at 2am with a night terror, or the periodic squawk across the corridor from the newborn. It wasn’t the ill-advised double-expresso I had after dinner, or even the premonition of a 4am wake-up for a day of business…

ACL : Live and Let Die?

I love a good Bond film and my favorite is, without hesitation, “Live and Let Die”. Charismatic villains, gorgeous but complex “starlets”, and Roger Moore at his gorgonzola-best. McCartney’s awesome sound track is surprisingly glam rock for the era, reminding us that after all the optimism and hope of youth – “live and let live” – is…

The 2000 Mile Rule

When I was a kid, my Dad and I drove across the Nullarbor Plain, from Adelaide to Perth. I will never forget the experience and it rests in my mind as one of the most visually spectacular stretches of road I have ever driven along. It also very much reinforced my perception of how remote and far-flung…

The Incest of ASX Biopharma

It’s pretty hard to beat the Brits when it comes to situational comedy. As a dual-Australian/Canadian national educated in the UK, I suppose I have an intrinsic affinity for that dry, offhand style of humour. A few years ago, I stumbled across a brilliant comedy skit that visually captures precisely the fundamental reason why ASX biopharma is…

Alchemia has a VAST problem

It was only two years ago that Alchemia (ASX : ACL) informed us, with great fanfare and celebration, of the collaboration with AstraZeneca involving the VAST program. It was a pretty exciting story, especially for an early-stage platform technology. R&D cost offsets, potential milestones/royalties. Big potential, heady stuff. Two years on, we have seen the company’s fortunes…

ACL : Erratum (Mr. Ken Poutakidis)

By way of follow-up to my previous post on Alchemia (ASX : ACL), I have been informed that my implied statement that Mr Ken Poutakidis, who recently joined the struggling board of ACL, was previously a director of Phosphagenics (ASX : POH) is in fact incorrect. I made a determination on the basis of reasonable information that was…