Starpharma : The Third Installment

Over the past two weeks I copped quite a bit of email flack from devout Starpharma (ASX : SPL) shareholders in response to my last (two) posts. Here is a pithy example: Long Tail, you are just a downramper and a f—–g idiot. You claim to know about science but you can’t see good results…

Starpharma Sensationalism

Really? REALLY? Yesterday Starpharma (ASX : SPL) announced that it had done some mouse models with a Herceptin-conjugated DEP dendrimer. It wasn’t peer reviewed data. It wasn’t an exhaustive pre-clinical package. It was just a one-off science experiment packaged up and served to retail investors as company propaganda. 20 mice. The company even states that…

A Little Rest

Hi there… it’s been a while. I hope you are doing fine? You’re looking great, by the way… I took a break. Between a pile of business travel over the past few weeks*, several new ventures getting off the ground and the pending arrival of my second child, I have just been swamped. But I…

Starpharma’s big AZ deal…

Today’s announcement of a “significant” deal with AstraZeneca will be welcome news for Starpharma (ASX : SPL) shareholders and will no doubt move the needle on the perception of progress by the company. I am sure that there will be a lot of high-fives on HotCopper today. While I think it is great news to see continued evidence…

No Delirium in Adherium

Well, by now, the cat is out of the bag… and we know that Adherium successfully raised $35m in an oversubscribed share offer, and will list on the ASX (subject to regulator approval) on the 26th of August. It’s sort of nice to see our brethren from across the Tasman come up with something innovative…

Cough… Invion… Cough

I’m all for company re-branding and re-invention, and Invion (ASX : IVX, née CBio) has done plenty of that. However, you also hope that when a company has a second-lease of life, that it does something worthwhile. It’s sort of the corporate equivalent of surviving a major heart-attack and deciding with the clarifying hindsight of the cardiac…