Is Clinuvel Relevant?

I will state from the outset, I don’t like this company, but not for reasons that will dissuade most people from taking a look at the stock. It’s funny because I get a lot of flack for writing posts about baby ASX biopharma companies that I actually do sort of like. I do sort of…

The Dark Side of Digital Diapers

It’s funny. I kept getting requests for more “positive” commentary in my writing. I kept getting challenged to help “accentuate the positive aspects” about Australian bioscience/healtchare companies, especially since US readership is fairly significant. My general position has generally been that you make good companies stand out by picking out the chaff, but maybe that was too…

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…

Entrepreneurs, take heart…

Any of you reading this who has ever raised money or been on the road, been involved in business development or sales, will know the feeling I am about to describe. After a very excellent day of meetings in Sydney, mostly around raising some philanthropic funds for a project I am working on, I got to…

Rhinomed : Long Tail, you can’t be serious…?

Guest Post : Peter Murphy I was taken aback by the (maybe a little tongue in cheek?) endorsement given to Rhinomed (ASX : RNO) by The Long Tail in a recent review. I also don’t think this company belongs in the “green” category, I believe it belongs in the deep red, maybe even magenta category. So…

Compensation Matters

I have alluded to my distaste for excessive executive and board compensation several times since I started this blog. For example, my opinion is generally known that Geoff Cumming at Anteo Diagnostics (ASX : ADO) is considerably overpaid relative to the performance of his company, particularly revenue growth. Compensation  is also a multi-faceted beast and so…