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…

The Patrys Porkpie

Notwithstanding my prior half-hearted dig at QLD and WA-based biopharma companies, one of the most underwhelming companies in the Australian life-sciences scene is right here in my own backyard – Patrys (ASX : PAB). This is a company that has had an illustrious history of underachievement,  wasteful dissipation of shareholder capital and management team largesse.…

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…

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…

Clinical Trial Communication Matters

Over the past few months I have poked several companies in the eye for the appalling quality of their clinical communication. I have specifically paid attention to Novogen (ASX : NRT), Benitec (ASX : BLT), Regeneus (ASX : RGS) and a few others. It is my position is that there is a consistently low quality and sensationalist ethos…