Novogen’s latest experiment : utterly meaningless

Every time I read one of Novogen’s shitty press releases (ASX : NRT) about a new animal study, including today’s latest missive, I get really pissed off. My blood boils. Not just because these are tiny, mostly irrelevant, pre-clinical studies but because their quasi-science content simply betrays the underwhelming nature of the company. I don’t…

Viralytics : A Rising Tide Lifts All Boats

Viralytics (ASX : VLA) is one of the better small-cap Australian biotech stories. Regretfully, I did not have the opportunity to see their CAVATAK presentation at ASCO this year, but I enjoyed listening to their investor conference call and presentation yesterday (which included the ASCO data plus a few extra details). Although VLA’s technology has been around…

Novogen : Unacceptable Behaviour (Part II)

In this continuation of my prior rant about Novogen CEO Graham Kelly’s questionable interactions with shareholders on HotCopper, I want to specifically review each of the “questions” that appeared on HotCopper and perhaps share some perspectives that will help you to understand why I really despise this kind of informal chit-chat. I note that I have…

Prima Files a Patent

Prima has had an amazing couple of couple of weeks. A stratospheric stock adjustment that seems to have stuck (nice!). Some good visibility, no doubt, around ASCO time which is great. There remains an odd, slightly contrived echo of jubilation that CVac is an exciting outcome (I’ve already addressed this so I am not going to…

SIRFLOX : OS v PFS

In previous posts I have expressed my opinion that the spectacular pummeling of Sirtex followed by a fairly meteoric rise earlier this week was basically due to the fact that retail investors don’t understand the basics of clinical trials. I do think that Sirtex did a lousy job with communication (this week’s communication exercise was…

The SRX Roller Coaster Continues…

What a remarkable day for Sirtex (ASX: SRX). On the back end of the release of the ASCO abstract for the SIRFLOX study the stock predictably rallied in a way that most $Bn market cap biopharma companies can only dream of. While I think the release is very positive and has some good information, there…