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 Merck-Viralytics Tango

Nice job Viralytics (ASX : VLA) ! Today’s announcement about a collaboration with Merck around combination CAVATAK-Keytruda (PD-1) is a meaningful announcement and the first real glimmer of evidence that there may be interest from any of the heavy-hitters in immuno-oncology. In the great battle to dominate this space, it’s encouraging to see Merck – or…

Merckonomics

I have received a few snotty emails the last couple of days regarding my commentary about Bionomics (ASX : BNO). Fair enough. Yes, I accepted face-value information about chemical composition instead of trawling patents, and yes I am anal-retentive about “mechanism of action” details for CNS drugs. So shoot me. At least someone is asking questions. Amidst the…

Erratum? BNC210

Firstly, in the interest of being positive, congratulations to Bionomics (ASX : BNO) on all the recent positive coverage on the Merck relationship. No matter how you feel about the company, its prospects, or the way it goes about doing things, it’s pretty impressive to have a major-league pharma partner like that. Of course, it is somewhat…

A Little Rest

Hi there… it’s been a while. I hope you are doing fine? You’re looking great, by the way… I took a break. Between a pile of business travel over the past few weeks*, several new ventures getting off the ground and the pending arrival of my second child, I have just been swamped. But I…

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…