Merckonomics

I have received a few snotty emails the last couple of days regarding my commentary about Bionomics (ASX : BNO). Fair enough. Yes, I accepted face-value information about chemical composition instead of trawling patents, and yes I am anal-retentive about “mechanism of action” details for CNS drugs. So shoot me. At least someone is asking questions. Amidst the…

Erratum? BNC210

Firstly, in the interest of being positive, congratulations to Bionomics (ASX : BNO) on all the recent positive coverage on the Merck relationship. No matter how you feel about the company, its prospects, or the way it goes about doing¬†things, it’s pretty impressive to have a major-league¬†pharma partner like that. Of course, it is somewhat…

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…

Bionomics Discreetly Repositions BNC105

ASX-listed biopharma companies are a deceptive lot, and I have seen continuous disclosure rules abused in all kinds of subtle and clever ways. One of the strategies that amuses me the most is the “updated investor presentation” as it often yields a whole hell of a lot of interesting clues about how a company is thinking.…