IRESSt My Case

Some of you correctly read between the lines of David Langsam’s (Biotech Daily) perfunctory reporting last week, and ascertained that I was pissed off at him. I was, though in truth I probably shouldn’t have been. The problem is that David uses CommSecIRESS financial markets software for his share market reporting activities because he thinks that…

Ouch, Invion…

Wow! Some days I just can’t get the timing of information and commentary right. No sooner had I posted on Invion (ASX : IVX), commenting on their lousy Lupus data announcement, then they “released the hounds” on their private placement. I suppose given the trading halt, this was anticipated and so yes, I am feeling like…

Invion, where is the data?

On August 17, Invion (ASX : IVX) provided an update on their INV103 program (recombinant Cpn10/Hsp10) in Systemic Lupus Erythematosus (SLE). Unfortunately, I got side-tracked by other things and haven’t had the bandwidth to comment on this announcement before now. I have previously provided detailed commentary on this company and will not be reviewing the technology in…

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…

Cough… Invion… Cough

I’m all for company re-branding and re-invention, and Invion (ASX : IVX, née CBio) has done plenty of that. However, you also hope that when a company has a second-lease of life, that it does something worthwhile. It’s sort of the corporate equivalent of surviving a major heart-attack and deciding with the clarifying hindsight of the cardiac…