Happy New Year – 2016

It’s been an interesting year. When I started this site I really didn’t know what was going to happen… in most respects, it has exceeded my expectations. A Few Opening Remarks On a positive note, I genuinely felt support for the mission of trying to create a fresh dialogue around the quality and transparency of ASX-listed companies operating in this…

MSB Revalued

A guy goes to a mathematician and asks him how much ONE BILLION plus ONE HUNDRED MILLION equals. The mathematician explains that there are so many different mathematical systems, that he can’t possibly answer that question without lecturing for at least an hour about the philosophical underpinnings of mathematics. The guy next goes to an…

Because an Emu Wouldn’t Fit in the Oven…

One of my great hopes for the Australian biosciences scene is that we get to a stage of market information quality that retail investors can read and use a critical assessment of a biotech stock, and actually take note rather than just get their knickers in a twist. It requires many ecosystem changes but if we want to…

Hey Mesoblast, where’s the fruit?

Exactly 6 months and 3 days ago, Mesoblast (ASX : MSB) announced with much fanfare the AUD $58.5m investment in Mesoblast by Celgene. At the time, it didn’t raise much of an eyebrow for me, mainly because as a “small cap” guy I don’t generally find Mesoblast all that interesting. It’s an anomaly. It’s more…

Cynata Therapeutics : The Flip Flop

I make no effort to hide the fact that Cynata (ASX : CYP) is one of the ASX-listed biotechnology companies that I despise the most. It is the worst example of a “hollow chocolate bunny” that will only ever deliver on wild speculation from retail punters wowed by the words “stem cells.” If, one day,…

Oncosil-ly

Due to a Notice of Concern issued under s14(2) of the Defamation Act 2005 (NSW) by Oncosil Limited (ASX : OSL) this post has been removed. Sorry.