Novogen’s latest experiment : utterly meaningless

Every time I read one of Novogen’s shitty press releases (ASX : NRT) about a new animal study, including today’s latest missive, I get really pissed off. My blood boils. Not just because these are tiny, mostly irrelevant, pre-clinical studies but because their quasi-science content simply betrays the underwhelming nature of the company. I don’t…

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…

Viralytics : A Rising Tide Lifts All Boats

Viralytics (ASX : VLA) is one of the better small-cap Australian biotech stories. Regretfully, I did not have the opportunity to see their CAVATAK presentation at ASCO this year, but I enjoyed listening to their investor conference call and presentation yesterday (which included the ASCO data plus a few extra details). Although VLA’s technology has been around…

Novogen : Unacceptable Behaviour (Part II)

In this continuation of my prior rant about Novogen CEO Graham Kelly’s questionable interactions with shareholders on HotCopper, I want to specifically review each of the “questions” that appeared on HotCopper and perhaps share some perspectives that will help you to understand why I really despise this kind of informal chit-chat. I note that I have…

Osprey Medical : Eagle or Turkey?

When I first started reading about Osprey Medical (ASX : OSP), I desperately wanted to find something good, to discover a small ASX-listed medtech company doing something great in the world. At a most basic level, there is a lot to like about OSP. It has some really good people. It seems to have actually developed…