VLA Hotcopper Rebuttal

There is a recent post on HotCopper in relation to the newish Merck announcement that has garnered a lot of attention from my readers. Over the weekend I received several communications about it and I think it warrants a rebuttal because it is blatantly misleading and contains speculation that I think is not only unjustified, but…

The VLA Coin Toss

“It is not a case of choosing those [faces] that, to the best of one’s judgment, are really the prettiest, nor even those that average opinion genuinely thinks the prettiest. We have reached the third degree where we devote our intelligences to anticipating what average opinion expects the average opinion to be. And there are…

NASDAQ BLT debut? You can’t be serious…

Originally I had planned to set aside a few hours later this week to write a brief comment on Benitec’s (ASX : BLT) shiny shiny new investor deck as well as the recent announcement about their “exciting” collaboration with Reneuron. My interest in BLT had been piqued again because of the updated presentation and fairly aggressive re-work of their…

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…

A bumpy road for TIS

Tissue Therapies (ASX: TIS) has had a bit of a rough time the last month or so. They mostly have my sympathies. This is a company that, on the whole, appears to have to have done some things in a fairly grown up fashion and, quite frankly, it should be thoroughly unsurprising to experience some regulatory…