The Questionable Ethics of Anisina – Part II

I have lost a lot of sleep this week about my prior post on the relationship between Novogen/Anisina (ASX : NRT) and the Kids’ Cancer Project. I received some fairly scathing emails from donors who are obviously very passionate about what the Kids’ Cancer Project represents and – if I am honest with you –…

Wolf Bait : an Analysis of an Analysis (ASX : NRT)

Last Friday Lodge Partners initiated coverage on Novogen (ASX : NRT). Many readers have been anxiously waiting for me to comment on Marc Sinatra’s research report and I have certainly been watching the share trading platforms where there has been a moderate level of “high-fiving.” Probably the most intelligent comment I saw was on HotCopper where…

Open Letter to Dr. Graham Kelly

Dear Dr. Kelly, For a guy of your purported intelligence and charisma, and alleged grasp of oncology drug development, I am getting a bit tired of your company’s crappy press releases announcing that yet another mouse or two have been “successfully” treated with one of your drugs. Aside from the fact that most self-respecting pharmaceutical companies don’t actually…

Circadian : Where’s the bump?

In my prior post (last month) on Circadian Technologies (ASX : CIR), I think I gave a fairly pragmatic analysis of the company. Overall, I like the opportunity that CIR has going forward. I think there is some talent in the company and a product pipeline story (including the Lilly relationship) that could be turned into something…