OSL : Follow-up

Since my last post on OSL (ASX : OSL), I’ve had a few interesting reach-outs confirming my viewpoint on this company and also providing a bit more “colour”. I should note that all of this information is actually reasonably¬†consistent with the discussion I had with Daniel Kenny (CEO) last week, with one exception and I…

Congratulations Circadian

Yesterday’s announcement that Opthea (n√©e Circadian, ASX : CIR) completely restructured its board, is good news for the company – but it is also good news for the biotech industry. Opthea’s board reshuffle, in my opinion, follows on what has been a spate of shareholder backlash to underperforming bioscience companies, and it is great to…

The Questionable Ethics of Anisina

I really appreciate the value that many of the Long Tail readers bring to this site, and I’d particularly like to thank a couple of followers that sent me (both publicly and privately) the link to the Kids’ Cancer Project website that talks about Anisina (I have also take a PDF of it in case the page(s) gets…

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…

OIL : Sayonara Angus Holt

I’ve never bothered specifically talking about Optiscan (ASX : OIL) because from a technology vantage, there is nothing to say. This is a company that may have once had an opportunity to do something useful but that time has well-and-truly passed. One could argue that OIL was never really suited to being a public company…

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…