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…

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…

The VLA Coin Toss

“It is not a case of choosing those [faces] that, to the best of one’s judgment, are really the prettiest, nor even those that average opinion genuinely thinks the prettiest. We have reached the third degree where we devote our intelligences to anticipating what average opinion expects the average opinion to be. And there are…

Imugene’s Monster Raise

Following last week’s ASX trading halt request, I have been waiting for the announcement regarding Imugene’s (ASX : IMU) financing. The news came at market open this morning, specifically that the company had placed $3m through the “usual suspects”. Combined with the end-year disclosure, this means the company has about $5m in the bank +/- 10% with a…

The Next Great ASX Biotech?

Every once in a while I read a news item that leaves me in a state of semi-shock and, let’s face it, that is a pretty high bar given the messed-up world we live in. This weekend, I spent a bit of time catching up on current affairs (as one does on a lazy Sunday morning) and…

Circadian : Where’s the bump?

In my prior post (last month) on Circadian Technologies (ASX : CIR), I think I gave a fairly pragmatic analysis of the company. Overall, I like the opportunity that CIR has going forward. I think there is some talent in the company and a product pipeline story (including the Lilly relationship) that could be turned into something…