Biotechnology AVX,ACR,AVP.......

[donnie]

Heres a list of biotechnology stocks currently on the ASX, some people might want to research some of the companies in the future.

ACR Acrux Ltd
AVP Acuron Ltd
AHG Advance Healthcare Group Ltd
AOS Advanced Ocular Systems Ltd
AEI Aeris Technologies Ltd
AFT AFT Corporation Ltd
AGX Agenix Ltd
ACL Alchemia Ltd
ABI Ambri Ltd
ANX Anadis Ltd
ALT Analytica Ltd
ANP Antisense Therapeutics Ltd
AOP Apollo Life Sciences Ltd
AQL Aquacarotene Ltd
ACG AtCor Medical Holdings Ltd
ACU Avantogen Ltd
AUH Australian Healthcare Technology Ltd
AVS Avastra Ltd
AVX Avexa Ltd
AVT AVT Holdings Ltd
BLT Benitec Ltd
BDM Biodiem Ltd
BLS Biolayer Coropration Ltd
BOD BioMD Ltd
BNO Bionomics Ltd
BPH BioPharmica Ltd
BPO Bioprospect Ltd
BOS Biosignal Ltd
BTA Biota Holdings Ltd
BTC Biotech Capital Ltd
BIT Biotron Ltd
BNE Bone Medical Limited
BKL Blackmores Ltd
BRC Brain Resource Company Ltd (The)
BZI BrainZ Instruments Ltd
CXD CathRx Ltd
CST Cellestis Ltd
CMQ Chemeq Ltd
CXS Chemgenex Pharmaceuticals Ltd
CIR Circadian Technologies Ltd
CCE Clinical Cell Culture Ltd
CLV Clover Corporation Ltd
COH Cochlear Ltd
CGS Cogstate Ltd
CAU Colltech Australia Ltd
CMP Compumedics Ltd
CTE Cryosite Ltd
CSL CSL Ltd
CUV Clinuvel Pharmaceuticals Ltd
CYC Cyclopharm Ltd
CYN Cygenics Ltd
CYT Cytopia Ltd
DIA Dia-B Tech Limited
EMS Eastland Medical Systems Ltd
EIF Eiffel Technologies Ltd
ELX Ellex Medical Lasers Ltd
EQX Eqitx Ltd
EGX EvoGenix Ltd
FER Fermiscan Holdings Ltd
FPH Fisher & Paykel Healthcare Corporation Ltd
GAA Genepharm Australasia Ltd
GBL Genesis Biomedical Ltd
GEN Genesis Research and Development Corporation Ltd
GTG Genetic Technologies Ltd
GIA Giaconda Ltd
HLT Healthpoint Technologies Ltd
HTW HeartWare Ltd
HTX HealthLinx Ltd
IAT IATIA Ltd
IBA IBA Health Ltd
IMI IM Medical Ltd
IML IMD Group Ltd
IMU Imugene Ltd
ICV Incitive Ltd
IDT Institute of Drug Technology Australia Ltd
ITD ITL Ltd
LBT Labtech Systems Ltd
LFE Life Therapeutics Ltd
LIP Lipa Pharmaceuticals Ltd
LCT Living Cell Technologies Ltd
KSX KarmelSonix Ltd
MYP Mayne Pharma Ltd
MAA Medec Ltd
MVP Medical Developments International Ltd
MDM Medical Monitors Ltd
MTY Medical Therapies Ltd
MGZ Medigard Ltd
MSB Mesoblast Ltd
MDV Medivac Ltd
MBP Metabolic Pharmaceuticals Ltd
NLS Narhex Life Sciences Ltd
NEU Neuren Pharmaceuticals Ltd
NDL Neuro Discovery Ltd
NAL Norwood Abbey Ltd
NRT Novogen Ltd
NSL NSL Health Ltd
OBJ OBJ Ltd
OMI Occupational & Medical Innovations Ltd
OIL Optiscan Imaging Ltd
PBO Panbio Ltd
PEP Peplin Biotech Ltd
PTD Peptech Ltd
PNO Pharmanet Group Ltd
PAA PharmAust Ltd
PXS Pharmaxis Ltd
PLT Polartechnics Ltd
PLD Portland Orthopaedics Ltd
PBT Prana Biotechnology Ltd
PBI Premier Bionics Ltd
PRR Prima Biomed Ltd
PBP Probiotec Ltd
PGL Progen Industries Ltd
POH Phosphagenics Ltd
PYC Phylogica Ltd
PCC Probiomics Ltd
PXL Proteome Systems Ltd
PSD Psivida Ltd
RMD Resmed Inc
RHT Resonance Health Ltd
RTL Ritract Ltd
RBY Rockeby Biomed Ltd
SFP Safety Medical Products Ltd
SIE Scigen Ltd
SDI SDI Ltd
SLT Select Vaccines Ltd
SIP Sigma Pharmaceuticals Ltd
SRX Sirtex Medical Ltd
SLA Solagran Ltd
SBP Solbec Pharmaceuticals Ltd
SOM SomnoMed Limited
SPL Starpharma Holdings Ltd
STI Stirling Products Ltd
SHC Sunshine Heart Inc
TIS Tissue Therapies Ltd
UNI Unitract Ltd
UBI Universal Biosensors Inc.
UCM USCOM Ltd
VCR Ventracor Ltd
VLA Viralytics Ltd
VHL Virax Holdings Ltd
VSG Visiomed Group Ltd
XBL Xceed Biotechnology Ltd

__________________________________________________ ________________

Heres one biotech company AVX that looks like a promising company. Good volumes going through of late.

Avexa is a Melbourne-based biotechnology company with a focus on research and development of drugs
for the treatment of infectious diseases, in particular diseases which have a significant unmet med

[Lizard]

Here's the thread you were looking for Donnie.

Search engine sometimes misses a few threads - especially ones with no replies.

[donnie]

thanks lizard.

heres what i posted on the other thread i deleted anyway.


A good rise today with good volumes going through.
Biotechnology could be making a comeback.


http://sa.iguana2.com/cache/e2f83fe465e78403cd09dd0991d0b6a0/ASX-AVX-272632.pdf

__________________________________________________ _________________

Heres abit more about avexa from: http://www.avexa.com.au/corporate/overview


Avexa, formed in 2004, is an Australian drug-discovery company based in Melbourne, Victoria.

Avexa™s business is the discovery and development of anti-infective pharmaceutical medicines for the treatment of serious human infectious diseases.

Avexa™s principal research programs focus on the discovery of innovative medicines for the treatment of the diseases caused by:

Human Immunodeficiency Virus (HIV);

Vancomycin- and methicillin-resistant bacteria.
Each of these programs represents an area of significant medical need and high market potential and is designed to discover and develop innovative compounds which have a competitive edge.

[Lizard]

Thanks Donnie... I'm convinced there's value out there in biotech at the moment...I'm just not sure where. Holding PTD and NLS at the moment on the ASX. Oh, and IBA - but I'd hardly count that as biotech! Anyway, thanks for all the posts.

[donnie]

Evogenix slowly getting to $1 a nice confirmation announcement today.

EvoGenix Limited (ASX: EGX) today announced confirmation by collaboration partner
GlaxoSmithKline (GSK) of successful completion of the first project between the two companies.
Achievement of the target set for the project triggers a milestone payment to EvoGenix by
GSK. Financial terms were not disclosed.
Under the agreement, EvoGenix utilised its protein optimisation technology, EvoGeneTM, to
develop improved versions of a protein product from the GSK pharmaceutical pipeline. The
protein variants generated had improvements in affinity that exceeded the 20-fold goal
specified in the collaboration agreement.
EvoGenix announced completion of its work on the project in October last year. Subsequent
evaluation and confirmation of the results by GSK has now been finalized successfully. GSK will
be responsible for further development of the product, with EvoGenix eligible to receive
additional milestone payments as the product progresses through the pipeline. EvoGenix is
also set to earn royalties on product sales should it be approved and launched.
"The success of this project, under our first collaboration with a major pharmaceutical
company, demonstrates the ability of EvoGenix to deliver significant improvements in the
properties of therapeutic proteins for our partners. Such enhancements in potency and other
properties can make a key contribution to the eventual success of products when tested in
patients" commented Dr Rob Crombie, VP Business Development who was responsible for
brokering the original deal.
"We are delighted with this external validation of the success of the EvoGenix technology
platform” commented Dr George Kopsidas, Project Director and leader of the team of EvoGenix
scientists who worked on the project. “We look forward to similar success in our other
collaborative projects and in development of our internal portfolio of antibody drugs".
EvoGenix is employing its protein engineering technologies in developing a series of valuable
protein therapeutics internally, with a particular focus on antibody-based drugs, and also in
collaborations with companies such as GlaxoSmithKline, CSL Limited and Vegenics Limited.

About EvoGenix
EvoGenix Limited (ASX:EGX) has established leading technology capabilities for creating high
value antibody and protein-based therapeutics. The company exploits its capabilities through
technology collaborations with partner companies, and by development in-house of a
succession of wholly-owned antibody and protein products.
EvoGenix is progressively building company value by assembling a portfolio of revenues from
technology collaborations using its unique technology capabilities. Multi project
collaborations with GlaxoSmithKline and Australia’s CSL Limited have been announced in the
past 18 months as well as a recent single product agreement with Circadian Technologiesbacked
biotechnology company, Vegenics Limited.
At the same time EvoGenix is progressing its internal product pipeline, with current products
aimed at the treatment of osteoporosis, lung cancer, melanoma and respiratory infections.
Generally, these will be out-licensed prior to the clinical stage to meet the existing high
demand for new biotherapeutic products in the pharmaceutical industry.

[donnie]

This deal should give the share price a jolt, after the long down trend its been on.

pSivida signs A$203 million (US$165 million)
Collaborative Research and Licensing Agreement
with Pfizer


Boston, MA. and Perth, Australia – pSivida Limited (NASDAQ:PSDV, ASX:PSD, Xetra:PSI), today
announced it has signed an exclusive worldwide Collaborative Research and License Agreement
with Pfizer Inc. (PFE: NYSE) for pSivida’s controlled drug delivery technologies, including the
MedidurTM technology, in ophthalmic applications.
Under the terms of the agreement, pSivida will receive up to A$191m (US$155m) in development
and sales related milestones. The two companies will work together on a joint research program
aimed at developing ophthalmic products using pSivida’s sustained drug delivery technology. In
addition to milestone payments, Pfizer will fund the cost of the joint research program. Pfizer will
have an exclusive license to market all products developed as part of this research collaboration in
ophthalmic applications and will pay pSivida a royalty on net sales of those products. Pfizer may
terminate the agreement on 60 days notice without cause.
In addition to the development and sales milestones and payment of the cost of the joint research
program, Pfizer has agreed to invest A$6.1m (US$5m) in ordinary shares of pSivida upon entering
into the License Agreement, the proceeds of which will be held in escrow until such proceeds can
be used (together with other cash available to pSivida) to redeem an outstanding convertible note.
If pSivida does not repay the full amount outstanding under the convertible note prior to June 4,
2007, Pfizer may elect during the 90 day period following June 9, 2007 to cause pSivida to return
the A$6.1m (US$5m) held in escrow, in which case the license agreement would terminate. Pfizer
has also agreed to invest an additional A$6.1m (US$5m) in pSivida common equity in the future,
subject to certain conditions.
“We believe this collaboration is another significant validation of the drug delivery systems that
pSivida has been developing since its founding,” said Dr. Paul Ashton, Managing Director, pSivida
Limited. “pSivida plans to pursue development and additional collaborations exploiting our
innovative drug delivery technologies in other parts of the body.”
Medidur™ is a tiny, injectable device designed for the sustained release
of drugs and is currently being studied for the treatment of Diabetic
Macular Edema (DME), the leading cause of blindness for Americans
under the age of 65. MedidurTM in combination with Fluocinolone
Acetonide is in Phase III clinical trials in DME in collaboration with
Alimera Sciences Inc., a specialty pharmaceutical company focused on
the ophthalmic industry.

[Lizard]

Here's a useful biotech resource I just came across - has up to date summary information on many ASX listed biotechs. Interesting reading.

Valutech (http://www.valutech.com.au/pages/Biotech2007.html)

[donnie]

A good announcement out with the merger of peptech and evogenix.

thanks lizard for the link.

Peptech, EvoGenix merger to create giant

May 7, 2007 - 2:04PM

Drug maker Peptech Ltd is planning to merge with rival EvoGenix Ltd, in a $156 million deal.

It will create one of the biggest biotechnology companies in Australia and a major player on the world stage.

Peptech, a company with a market value of about $310 million, will acquire 100 per cent of the antibody therapeutics company in a cash and scrip deal worth $1.12 per share.

Peptech chief executive Dr John Chiplin, who will lead the new entity, said the merger will create a company "poised to be a major player on the world-wide antibody stage".

"What this gives us is a company of much bigger critical mass in the antibody sector, to compete effectively in the international market," Dr Chiplin said.

"EvoGenix and Peptech are an excellent strategic fit at all levels."

The offer, which has been recommended by EvoGenix directors and comprises 15 cents cash and 0.5055 Peptech shares, represents a 33 per cent premium to EvoGenix's price last Friday of 84.5 cents.

Shares in EvoGenix surged 19.53 per cent or 16.5 cents to $1.01 on Monday but Peptech fell 11 cents to $1.81.

Evogenix chief Dr Merilyn Sleigh, who will be retained in a senior advisory role, said the synergies between the two companies were too good to ignore.

"We've been working very hard to build value in the company both developing antibody products (and) pipelines ... and it's really clear to us that to develop the full value in our products we really need to be working within a better funded environment than we currently are," she said.

"This transaction is a fantastic opportunity for both EvoGenix and its shareholders to transfer those assets into the merged entity, to continue to share in the growth of those products and the upside of the future value."

The proposal follows speculation that Peptech could become a private equity target, after it was revealed the company had received a number of unsolicited approaches earlier in the year.

But speaking about the merger in Sydney, Dr Chiplin said the private equity approaches were "opportunistic" and no formal offers were ever made.

The EvoGenix merger had now trumped any likely takeover, Dr Chiplin said.

"We had these approaches just before the annual general meeting (in February)... but from Peptech management's perspective we weren't going to sit around just waiting or hoping to see if a bid would come in," he said.

"This is an example of Peptech getting on with our lives.

"The Peptech board consider the medium-term value that will be created by this merger to be the best course of action to drive significant shareholder value relative to other strategic options, which include private equity offers."

Intersuisse biotech industry analyst Dr Darren Grubb said the merger was a "very good" one from a strategic standpoint.

"To become a global antibody play, which Peptech is clearly becoming, they have to have a full suite of development and optimisation tools," he said.

"What this does is give Peptech a very powerful platform to commercially hone antibodies, which is what the market is looking for."

For EvoGenix he said it was a matter of "one-plus-one equals three", he said.

"It's really given EvoGenix's technology platform a bite to it," he said.

"In my view it is a very good deal for both shareholders."

The merger is subject to the approval of EvoGenix shareholders, with a tentative date of August pencilled in for a scheme meeting.

[Lizard]

I thought it looked like a great merger and am disappointed at the strong negative reaction of the PTD share price.

Clearly EGX holders got a good deal at this point, since the merger values their human health portfolio considerably higher than Peptechs. Then again, they perhaps have more novel platforms (always difficult to value) - an area in which Peptech was weak. However, it would seem to me the synergies of the combined entity are more than enough to cover any premium paid for EGX. But, given market reaction, looks like I'll have to put these under the bed with all my other biotechs... :(

[donnie]

CBB Cordlife has held up well since listing, it'll be interesting to see how it goes over the next few years.

Cordlife (CBB, formerly Cygenics Limited) is a biotechnology company focused on development and commercialisation of stem cell-related products, services, applications and technologies. Cordlife consists of tissue banking (Cord life Division), Consumable Products (Cell Sciences Division) and Cell Therapeutics and Technology Development (Cytomatrix Division).The company is part of a new international collaborative effort called PACRIMA, to develop new treatments for cancer. This will be done via the novel approach of developing and mobilising immune cells outside the human body.

Cordlife Division:

CordLife operates American Association of Blood Banks (AABB) compliant tissue banking facilities and provides tissue banking services in particular cord blood banking. The banking facilities comprise full processing and cryogenic storage capabilities.Formed CordLife Sciences (India) Private, a cord blood banking company, its head office in Kolkata.

Cell Sciences Division:

Cell Sciences designs, manufactures and markets proprietary range of disposable spinner vessels for use in attached and suspension cell culture, based on a patented 3-D growth scaffold. Products launched include three types of Cytomatrix scaffolds and two spinner based cell culture systems. Sales and distribution span over to the USA, Canada, Australia, EU South Korea, Thailand and China. Products were launched in 2004.Signed a Memorandum of Understanding with Rockeby Biomed for logistics, sales, marketing and master distribution of the Avian and Human Flu Tests.

Cytomatrix Division:

Cytomatrix was established in USA 1996, the division is built around a three-dimensional cell growth Matrix that enhances the growth of cells outside the human body. Cytomatrix operates mainly in stem cell expansion and T-cell production. Cytomatrix plans to further develop stem cell expansion through commercialisation of single use kits or license agreements. Cytomatrix is collaborating with clinical institutions and government agencies for T-cell research. Phase I/II human clinical trials are planned for Australia and Phase III human clinical trials will target Australia and USA.

[Lizard]

Wild ride for Benitec (BLT) today - started the day at 10.5cps, ran to 30.5cps and finished the day at 18cps... biotech can certainly have its moments of excitement - pity they are just so few and far between!

[jackt]

Valutech provides an ongoing and rigorous (to the point of being totally brutal) review on many ASX listed biotechs. Despite the review's rather conservative tone, it does act as a good counterbalance to the unrestraint biotech hype that crops up now and then. In contrasting to other free biotech review services available on the 'net, I must say that Valutech has been instrumental in cautioning me against buying into a few biotech duds and those cautions have proven true in due course. But I doubt that all readers will appreciate the conspicuous lack of cheery note in its review. I had difficulty too initially.

[tommy]

And another breakthrough by biotech microcap Anadis (ANX), share price up 61%

Might be a fix for avian flu?

Milk-based Anti-influenza virus (flu) antibodies to provide
immediate immunity

Wednesday 9 January 2008

Melbourne, Australia. Anadis Limited (ASX:ANX; OTC: ANDIY), today announced major progress in its anti-flu virus antibody program. The milk- derived anti-flu virus antibodies are all-natural and will provide immediate-acting immune enhancement once deposited topically on mucosal surfaces that come in contact with the influenza virus. Results from human trials are anticipated within 18 months.

Addressing both seasonal and avian influenza (bird flu) virus strains, Anadis plans to introduce products using these antibodies (Flubodies) into the market within 2-3 years. This decision follows several successful animal trials with mice, conducted by Anadis and an internationally-recognized influenza research group at the University of Melbourne led by Professor Lorena Brown, using recognized pathways for development of anti-avian flu virus treatments.

The dairy derived anti-flu virus antibody significantly decreased disease mortality and were significantly interrupting the disease process after challenges with lethal doses of virus. Anadis prototype milk-derived hyperimmune antibody preparation ("flubody") improved the survival rate of infected mice (exposed to lethal flu) from 0% in non-treated mice to up to 60% in treated mice. In other trials, it was shown that the progress of disease could be delayed for days with a single application of the prototype formulation.


“This series of new preclinical tests gives us the comfort level to accelerate and the commercialization of our revolutionary Flubody approach for halting viral spread, utilizing our patent pending antibody formulations to provide immediate acting immunity” ,” said Dr Zeil Rosenberg, Anadis CEO. “Antibody and other protein-based solutions represent the next generation in the fight against influenza and Anadis, with its rapid development effort and extremely low manufacturing cost for harvesting antibodies, is wellpositioned to benefit from this trend.”

Influenza affects 15-60 million people in the United States each year, causing an estimated 44,000 deaths and 186,000 hospitalizations annually. Pandemic influenza has occurred three times over the last century.

The 1918 outbreak alone killed more than 40 million people worldwide. Avian influenza (bird flu) is a lethal influenza strain that has created worldwide concern because its infection can be transferred among humans. The mortality rate among humans exceeds 50%.
Dr. Oren Fuerst, VP of Business Development of the company said: "Benefiting from our years of experience in the harvesting of polyclonal antibodies and other fractions of dairy derived immune milk (colostrum), we aim to be first to market with an effective and patented formulation for both the routine and avian flu markets. With our unique approach, we plan to become world leaders in the influenza market that today already exceeds $5 billion worldwide.”

For further information contact:
Dr. Zeil Rosenberg - CEO
Email: zeil.r@anadis.com.au
Tel: +1 201 750 4799
Arie Nudel – Investor Relations
Email: arie.n@anadis.com.au
Tel: +61 3 9358 6388
Anadis Limited (ASX: ANX; OTC: ANDIY) is a biopharmaceutical company focused on antigen-primed,
dairy-derived health products. Anadis’ proprietary, rapid manufacturing technology has enabled it to
develop a product pipeline of polyclonal antibody-based solutions to a range of important infectious and
immune-mediated diseases. The all-natural colostrum-derived platform, and its regulatory classification as
GRAS (Generally Regarded as Safe) when administered orally, allows for a significantly shorter timeframe
from bench to market compared with typical biotechnology products. The platform also possesses
dramatically lower manufacturing costs and higher scalability compared to typical antibody-based
solutions. Anadis is addressing existing market opportunities sized in excess of US$30 billion. Leveraging
a technology platform that has been carefully developed over a decade, the company expects to become the
leading provider of proprietary polyclonal antibody-based solutions worldwide.

[xman]

Hi,

Anyone still follows GTG? Cash deposit 15M - about 4 cents per share. Share price 10 cents. Anything wrong?

xman

[COLIN]

Thought it might be a good idea to revive this thread, as an adjunct to the separate postings under the individual headings of ACL, ACR, CXS, BTA, etc. As I have said elsewhere, for those new to this sector a useful starting point is www.Valutech.com.au

One of the ones in which I have recently taken a position is CBB. Check out their story. It moved up a fgurther 11% yesterday, on release of a "good news" story from Singapore. There are virtually no sellers but plenty of would-be buyers for the stock.

[macduffy]

Quite a while since the biotech sector received much attention here - PXS excepted. I've taken a new interest in the sector ever since it appeared that I may be bought out of CST. That may not happen but meanwhile here's a general overview from FN Arena which may provoke some discussion. I must admit that I have great difficulty in sorting the "sheep from the goats" in this sector!

"Return Of The Living Dead (Part II)


By Rudi Filapek-Vandyck, Editor FNArena

Two weeks ago at the end of May, I wrote a story about life sciences companies in Australia, predicting in a few years from now, investors would look back and conclude the sector had offered some great buying opportunities in 2011. Judging from the emails and responses otherwise received since, there are quite a few investors and other experts in the market who support this assessment.

Among them is sector analyst Stuart Roberts at Southern Cross Equities (soon to be renamed Bell Potter) whom I quoted in my story. But Roberts is far from the only one. His peers at RBS Morgans, Scott Power and Tanya Solomon, also believe the sector is experiencing somewhat of a revival as previous high risk ventures are progressing towards more mature businesses.

Within this context, I thought a Take Two on the subject would be opportune.

Last week, Power and Solomon lined up their best ideas for investors on short-term and medium-term horizons.

Best ideas for the short term include:

QRXPharma ((QRX)) - reason: study 022 results due shortly;
Impedimed ((IPD)) - reason: US insurance coverage;
Alchemia ((ACL)) - reason: drug approval due;
Phylogica ((PYC)) - reason: on target for more big pharma collaborations;
Tissue Therapies ((TIS)) - reason: clinical results due July.

On a Medium term horizon, the two RBS Morgans analysts highlight the following ideas:

Sunshine Heart ((SHC)) - reason: feasibility data in October;
Biota ((BTA)) - reason: HRV update, RSV licensing, and LANI trial starting;
Reva Medical ((RVA)) reason: starting safety trial in 4QCY11;
Universal Biosensors ((UBI)) reason: pending launch of product in US;
Genetic Technologies ((GTG)) reason: roll out Breast Cancer diagnostic in US; profitability within sight;
Pharmaxis ((PXS)) - reason: company will sort out its European regulatory issues;
Neuron - funding has been sorted - clinical trial results; and
Phosphagenics ((POH)) - reason: launch of consumer product range into India and SE Asia.

As far as Longer Term plays in the sector are concerned, Power and Solomons nominated Acrux ((ACR)) with the advice "just buy it".

The latter nomination in particular caught my attention as analysts at Morningstar recently also issued a glowing research update on the company. The analysts speculate that now Sweden has granted marketing rights for the company's estradiol spray for treating menopause symptoms, soon Big Pharma partners will start knocking on Acrux's doors, if they haven't already. In addition, Acrux's pain product for dogs has now also received marketing approval from the European regulatory advisory.

The company paid out an extra $100m in dividends already, which will lift this year's dividend yield above 15%. On current forecasts this is anticipated to decline to circa 8.5% in FY12; still nearly double the broad market rate of a little under 5%. Unfortunately for investors in Australia, Morningstar doesn't think Acrux will stay independent for much longer. Eli Lilly is seen as a prime candidate to launch a take-over offer to shareholders in the not too distant future.

In the meantime, points out Morningstar, all investment gains booked from owning Acrux shares are tax-free due to the company's Pooled Development Fund status.

In addition to all of the above, I did receive emails from readers about why their personal favourites in the sector had not been mentioned in my previous story. The reason is simple: I lined up my personal favourites and that, by definition, implies that only a limited number of names can be included. For those readers who missed out on the previous story, I reiterated my view that Cochlear ((COH)) is a wonderful company but constantly overpriced. My personal favourites remain: QRXPharma, Phosphagenics, Anteo Diagnostics ((ADO)), Alchemia and Mesoblast ((MSB)).

To top it all off, I have dug up a story I wrote on the sector in September 2004, titled "Why Biotechs Sleep With The devil". Re-reading it all again nearly seven years later I had to conclude most of the content had become outdated. No surprise here. I have lined up some selected quotes from the story which I believe remain relevant for anyone interested in following and investing in the sector.

****

Why Do Biotechs Sleep With The Devil? (originally September 2004, selected quotes)

"Pharmaceutical companies and biotechs sign around 500 deals per annum (with a value of $25 million or more). To put that figure in context: there are an estimated 5000 biotech companies worldwide."

"Biotech companies, in general, are pretty much the complete opposite from big pharma; they are highly research driven, focused, pushing boundaries and often characterised by a sense of world changing dynamics. So why do biotechs want to team up with big pharma? The answer is biotechs don’t really want to do business with big pharma at all. It’s just that they have to. As you would have guessed yourself, the main driver is cold hard cash."

"A survey by Ernst & Young in 2002 confirmed that the US is the centre of the world as far as biotech is concerned, employing 74% of all employees in the sector, spending 70% of all research and development, its companies representing 85% of total market capitalisation and with 72% of all products being sold in the US market."

"Developing a new drug costs on average US$330m, but not every technological discovery ends up at our local pharmacist. Corrected for failures, standard development costs run close to US$1bn and that’s simply too much for your average biotech. Even if it wasn’t, what about marketing and distribution?"

"Doing deals with big pharma is not an easy process. The average pharma-biotech deal takes 18 months of negotiations, involves 13 management meetings and talking to 26 pharma employees. From the moment an agreement has been reached, it still takes 40 weeks to finalise."

"Big pharma is predominantly interested in products that can generate at least US$1bn in global sales. More is preferred."

"The reasons why pharma-biotech deals don’t work out: 40% is due to poorer or slower results than anticipated, 24% is because of differences in cultures, 28% because of disruptions in management, 27% related to poor commitment, 26% due to poor alliance leadership, 26% because of poor communication and only 20% because of the failure of the technology or its trials."

****

In a last minute announcement, Power and Solomon reported on Monday morning: "A quick chat with Biota on Friday suggests - steady progress is being made across its portfolio - it looks cheap - take a 12 month view and this stock will be much closer to our price target of $1.99." (RBS Morgans thinks Mesoblast is now overvalued).

Subscribers interested in reading the first instalment "Return Of The Living Dead", 30th May 2011 can click here (or see Rudi's Views on the website).

(The above story was written and published in the form of an email to paying subscribers on Tuesday, 14th June, 2011.)"

[yabster]

With ANP being hot property recently over on HC -thought a general chat re biotechs would be good.

MacD - did you look into/invest in any of the companies mentioned above? If so hows it panning out - seems to be a sector for the very patient and high risk high reward.

[macduffy]

No, I was scared off by my lack of knowledge of the sector - remember Warren Buffett's caution about investing in sectors you don't understand!

I was duly bought out of CST - by Austrian (or Swiss?) company Quiagen. Not for a great price but enough to give me a reasonable profit. Probably count myself lucky in the circumstances of today's market. Flirted with the idea of buying a few Starpharma - but didn't and I see they are in a trading halt currently pending a capital raising. So probably missed a bullet there!

Think I'll continue to give pharma stocks a miss.

[macduffy]

Seems that at least one of Rudi's pharma picks, QRX (see above), is paying off.

http://www.fnarena.com/index2.cfm?type=dsp_newsitem&n=633B8DCA-B9D1-44D1-4A5DD642D8B9C117

QRX SP up strongly today.

[ratkin]

Looking for a few biotechs to invest in . Last time i dabbled was with Acrux , that was a huge success, apart from CSL now have no exposure to sector.

Have just looked through the recent back issues of bioshares (http://www.bioshares.com.au/)looking for ideas. I see the sector has had a fairly lean time for the past couple of years, although a few of the companies appear to be progressing nicely (although slowly) through trials.
Am tempted to throw a few K at around ten of them , with the theory that only need one or two to come good to make a return.
Looking for some pointers as to the best of the bunch , any ideas?

[macduffy]

Hi ratkin. I think your "aimed shotgun" approach to biotech - or, "life sciences" as I'm learning to call them! - may be the way to go. There are similar risks to investing in unproven mining exploration companies, IMO, but always the chance of stumbling on a CSL or a Cochlear!

I'm still interested in Starpharma SPL but havn't bought any yet. I like their strong position in the development of dendrimer products although must admit that I don't fully understand the science. The SP took a hit recently when stage 3 test results on their lead product, VivaGel, weren't as conclusive as hoped but more recently again there was an encouraging test result on their docetaxel cancer drug. Directors have been buying at these lower SP levels which is often a bullish sign.

Have a look at the presentation from the AGM on 30 November, for more details. ( Tried to attach but having PC problems!)

[Joshuatree]

NEU (ASX), Neuren is my big hope and it started from here in NZ University of Auck i beleieve. Only allow myself one stock in this end of town. I see PIE Fund has been big on ACL Alchemia (ASX)

[ratkin]

I had a brief look at Starpharma but was put off by bio shares having a reduce recommendation, although presumably that was because of price rather than poor performance

[impacman]

I am a long suffering SH of Clinuvel (CUV). I think they are worth a look at. At near historic lows and are expecting EMA approval for an Orphan drug indication (EPP - sun intorlerence) in the next 1 - 3 months (they have one compound SCENESSE® afamelanotide). Already granted usage in Italy and Switzland with Govt refunding insurers. Good safety profile, successfully completed phase III trials for EPP plus an extra one for confirmation. Will make FDA application over next two years for EPP after completing Phase III there - slight possibility of this being short circuted with EMA Approval. About to release first trial results for Vitilago which opens up a much bigger market.

As I said I am long suffering (been in since 2004) but they have moved forward consistently (albeit slowly) and have done so without partnering to a big Pharma and are very close to European (and Australian) approval for the first indication.

Cheers,

I-man

[Joshuatree]

ACL suspended today pending annoucement re the demerger of Audeo Oncology. Pie funds have a slice.

[Joshuatree]

ACL down nearly 30% today as they didn't the ipo split away. I hope PIE Funds took their profits prior. Disc no pie funds YET and no ACL.

[NZSilver]

ACL down nearly 30% today as they didn't the ipo split away. I hope PIE Funds took their profits prior. Disc no pie funds YET and no ACL.

Hi, whats the story reagrding this? worth buying in now after recent drop? or will it go down further?

[ratkin]

These bio stocks certainly are a minefield, been three or four hammered of late.
Still havent found one im prepared to take a punt on , starting to think i will sleep
better at night with just my CSL holdings

[Joshuatree]

Good one KW. Ive been in NEU for a while and its currently on a roll,. Brain injury reduction amongst many other apps is where its at with NO competition.U.S. army onboard with funding. Like NAN, watching for an entry , and BLT (just consolidated) too.

[NZSilver]

picked up some acg today (atCor medical) They just had their first profit on the 22nd so I missed the price jump. Anyone looked into this further?? Seems like a good concept and potential for EPS growth.

[dolor]

I too am moving to biotechs with much anticipation. Neu look great on prospects with multiple streams, good governance, totally funded for all 5 ongoing projects and unique applications likely to be approved with any sign of clinical benefit in anyone of their programmes. At 10c the upside is a 10 bagger at least for just one success, with FDA approval for one alone likely to generate a couple of multiples for starters. The next 2 years look like a rollercoaster ride! Even better, they are evolved out of Auckland University research. Are there any others I should be seriously considering on the local scene?

[NZSilver]

AtCor medical up 20%.

[NZSilver]

Hi Sparky, can you please explain the link to peb

[Entrep]

Hi Sparky, can you please explain the link to peb

http://hotcopper.com.au/post_threadview.asp?fid=1&tid=2056582&msgno=9575480#9575480

[Joshuatree]

Got some BLT today @ 30c. . Lots of cash now and at least 2 trials this year.

[Joshuatree]

Sold re 45% of my NEU @ 11c today plan on keeping the rest . Price has run up pretty hard, demand is strong and want to spread my int a little in Biotecs with BLT added prob CZD to come. Any other high convicton buy ideas welcome

[Heffner]

I have been watching Prana Biotechnology (PBT) for quite some time now. Had a good sit at 20c and has jumped up to 38c over the past couple of weeks. PBT focuses on neurological diseases, in particular Alzheimers, Huntingtons and Parkinsons.

Has anyone around these parts taking an interest in this Biotech?

[kiora]

PBT is having a good run after securing patents in the USA for alzhemer,s

[Heffner]

PBT is having a good run after securing patents in the USA for alzhemer,s

Sure are kiora, up 185% in the last couple of months. not looking like slowing down either.

[soulman]

With EBT tremendous success with a maiden dividend, I wonder if ACG could come out with a sneaky maiden dividend as well. Could be a major re-rate like EBT. ACG reports on the 29th of Aug.

[tosspot]

are there any biotech's left that haven't quadrupled in price over the last few months that look like they could or are near something.

[tosspot]

im torn between ACG or AZV both had just posted great results and I can both gaining in the next few weeks. anyone have thoughts on which would be best

[baller18]

With biotechnology stocks is it a bit speculative? Just like PEB they still have to get their sales..

[baller18]

Not a bit speculative baller18, its a lot speculative! This is not investing, its gambling. There is nothing of fundamental value to count on, we are all just placing bets that the company has something that may pay off in the long run, both technologically and commercially. So long as you have money you can afford to lose, you can take on the risks.
Then how do you seem to always pick the right ones!! I have been following all your posts, and all them have gone up like heaps!!!!!!!!

[baller18]

Because there is not much to say about the ones that don't work out, or for which nothing happens, and I get out quickly these days so I don't usually start a thread or contribute to other threads on the crappy stocks. For the record though, I have a trading portfolio of around 10-12 stocks. In accordance with portfolio theory I expect just one to be a winner - currently its AHZ. It was CSV but I sold that and have reinvested. NAN is doing okay, but SOM and PGC have gone nowhere. I have some tech stocks in there too, EML is doing okay, AJX hasnt gone anywhere, and I just bailed on DYE. New addition today was ISN.

Trading these types of stocks is a case of lose, lose, win some, lose, lose, win heaps, lose lose, break even, lose, lose, win some ... But I like the challenge so despite losing lots of money I keep at it. Its 20% of my total share holdings, my other income and fundamental value portfolios do the heavy lifting, allowing me to have a little fun on the side.

Impressive!
I been through all the stocks you listed for growth and dividends post, have I missed the train for some of these stocks.
I am interested in WAM, PRG and WAX? They seem like value stocks, low P/E and with good earnings..

[Joshuatree]

BLT up over 10% today. Been stuck around 30c for a while so hopefully the ascension continues.

[Joshuatree]

BLT 35c. Did you get to the BioBus stop in time KW?:)

[percy]

Andrew Kroger's buying must be seen as positive.

[Joshuatree]

BLT up 20% plus in 2 days. Presentation out today.

[Joshuatree]

BLT hovering around 40c

[Joshuatree]

BLT up re 13% to 47c today .:)

[Lizard]

BLT up re 13% to 47c today .:)

BLT:ASX on a bit of a roll here and maybe a break-out day today.

There's a degree of excitement here as the Calimmune HIV trial must be beginning to see some results from the first cohort (4 only). This trial is in 3 cohorts of 4 patients each, with the first patient treated in July. I have to admire the patients that put themselves up for this - entering the programme will generally imply they've been off meds for 6 weeks, which carries a high degree of risk in itself.

While Calimmune is a licensee arrangement only, there is a lot of eyes on this work re potential for ddRNAI therapy. Additionally, the Benitec-owned therapy for Hep C should enter phaseI/IIa trials soon, so there is a double shot at proving the technology platform in the next 6-18 months.

My best spec hope for a 10-bagger at present - although I'm only just heading back to "break-even" at these levels, having bought my initial stake too early!

[Joshuatree]

Hi Lizard thanks for sharing again re BLT. I like "Best spec for a 10 bagger" im nearly a 1 bagger in little over a month; no skill involved with my timing mainly luck! very strong support atm@ 54.5c. cheers DJV

[Lizard]

Hi Lizard thanks for sharing again re BLT. I like "Best spec for a 10 bagger" im nearly a 1 bagger in little over a month; no skill involved with my timing mainly luck! very strong support atm@ 54.5c. cheers DJV

...and now 58.5cps... looks like it might be finally firing. Will go rev up the old Benitec thread somewhere. :)

[ozzie]

Roger Montgomery has given CGS a big write up:
http://rogermontgomery.com/new-investment-opportunities/




"CogState is capitalised at $34.7 million, has no debt, and
cash reserves and short term investments of $3.1 million in
the September quarter. The enterprise value, therefore,
is $31.6 million. Based on trailing sales of $12.6 million,
the enterprise value to sales ratio is 2.5 times ($31.6
million/$12.6 million).

To put that in perspective, Resmed and Cochlear usually
trade on an EV/sales multiple of 4-5 times; less-established
biotechs in the loss-making phase often trade around 3
times sales, and low-growth biotechs can have an EV/
sales of 0.5 to 1 times. High-growth biotechs trading on
an EV / sales multiple closer to 2 times sales are often
viewed as undervalued, on this simplistic metric.

CogState has plenty of upside potential
and arguably less risk than many emerging biotechs,
given it has a developed product, established revenue
base, and is on the cusp of faster commercialisation of its
newer products. "

[macduffy]

Comments on a few biotech stocks:

http://www.thebull.com.au/premium/a/42153-7-biotech-stocks-with-bounding-share-prices.html

[Lizard]

Sometimes even the most promising treatments might not be better than the old fashioned type:
http://www.theage.com.au/business/sprayon-skin-company-avita-medical-faces-investor-revolt-20131117-2xp49.html (http://www.theage.com.au/business/sprayon-skin-company-avita-medical-faces-investor-revolt-20131117-2xp49.html)

"However, in its 2012 annual report the Armed Forces Institute of Regenerative Medicine said the trial had enrolled only 63 of 106 test subjects needed and was attracting ''just two to three'' new patients every month.
The AFIRM said that while the treatment appeared to work, three subjects had healed slowly after re-injuring their burn and ''the FDA is likely to inquire about the robustness of ReCell versus [standard bandages]''."




Interesting one. The email response from the company, posted on HC was interesting regarding the "re-injury" occurring as a result of application of silver compound - which affected the re-growing skin cells in the same way it would affect bacterial growth, I think? However, the admission seemed also an admission of sloppiness in procedure?

I took a good look at AVH today (think I once owned CCE for a short, break-even trade), and felt the technology was hugely promising, but the management delivery just doesn't seem to be quite there. Could be critical for a company that will likely need more cash. I passed, but think it is still worth watching.

[MrAT]

What about nanosonics, anyone done research into this company?
ASX code is NAN.

[Joshuatree]

flogged the rest of my NEU shares @12.5c and have applied for a greater figure @11.5c placement. Current s/p hitting 14c!!!!. Pretty crazy. Some very clever spruikers on H/C help the fervor. Have held for years.

[Joshuatree]

And back down to 12.7c lol

[macduffy]

Here's some comment on a few Aussie biotech stocks from the SMH.

http://www.smh.com.au/business/markets/biotech-stocks-to-watch-20140102-307e8.html

[Wolf]

Has anyone looked at Prima Biomed, PRR.AX ?

[Bigane]

Anybody else follow Holista Colltech (HCT)?
It has traditionally been a health food suppliment supplier/retailer in Malaysia, but is transfoming into a neutroceutical developer.
The big area of development is Functional food ingredients, with an aim to create junk food ingredients that are significantly healthier. They have recently set up a subsidiary in the USA to try and break in to the 'holy grail' of fast food.
The main technologies are:
- Low sodium salt
- Low GI buns (able to receive the heart foundation tick). These are currently in the final stage of commercialisation with an Australian fast food group. The European distribution rights to the key ingredient were recently acquired by Swiss food company Veripan
- Low fat potato chip (20% lower fat than currently sold 'low fat' varieties'). This is in the final stage of testing with a major Australian chip company.
- Sugar alternatives

I appreciate that this is not a traditional biotech play, but coming off a low market cap (AUD $15m) and $1.1m cash at the latest quarterly, finalisation of any deals should send the shareprice north. This is a thinly traded stock with a low free float. Not one for the faint hearted

[steve fleming]

Tough month for biotech's......



Rich list names hurt by cruel April for biotech stocks
Jessica Gardner

The portfolios of some of Australia’s richest investors have been battered by the terrible start to the year experienced by biotechnology stocks.

In April, almost $1 billion was wiped from the combined market value of four companies, Acrux, Mesoblast, QrXPharma and Prana Biotechnology, dragging down equally well known names like Waislitz, Liberman, Smorgon and Walker.

Analysis by the editor of investment newsletter Biotech Daily David Langsam shows that the market value of the top 40 biotechnology stocks, excluding blue chip stocks CSL, Cochlear and Resmed, fell 17 per cent in April. The benchmark S&P/ASX 200 index gained 2 per cent in the same period.

The combined value of the 40-company index fell to $5.3 billion, its lowest level since October 2010, Mr Langsam said. “April was the cruellest month, adding Acrux, Prana, Biota and QrX to the biotechnology wasteland,” he said.

The index has fallen 26 per cent in the year to date, against an 11.4 per cent rise in the S&P/ASX200.

The large fall in the value of the stocks is predominantly due setbacks in the form of poor clinical trial results or regulatory decisions.

Prana first to tumble

The April curse began on the last day of March, when Prana Biotechnology told the market that its drug PBT2 had failed to show any benefit in reducing symptoms of Alzheimer’s disease. When it returned from a trading halt on April 1, the stock fell 74 per cent in a day. By the end of the month Prana had fallen 79.9 per cent. A private company owned by the Liberman family, worth $2.1 billion and the third richest in the country, lost $12.9 million on its 3.72 per cent holding in Prana, while the plunge wiped $855,000 from Vicki and Robert Smorgon’s 0.25 stake.

The pair are members of the Smorgon family, who, with a net worth of about $2.64 billion, were last listed by BRW as the richest family in Australia.

Pain drug developer QRxPharma recorded the biggest fall in April. An advisory committee to the US regulator advised that its MoxDuo-IR drug should not be approved, causing the stock to plunge 80 per cent in a day.

The stock fell 88 per cent in the month, causing plenty of pain for rich list property developer Lang Walker. According to the latest annual report for the company, which now has a market value of just $15 million, Mr Walker and his wife Suzanne hold a little more than 7 million QRxPharma shares in two private vehicles.

Their shareholding fell from $5.5 million to $669,000.

The value of Mesoblast, the biggest company on the index, fell 14.8 per cent to $1.5 billion. The stake controlled by Thorney Holdings, a company controlled by Pratt family member Alex Waislitz, fell by $14,256,000.

Mesoblast was not subject to any particular setbacks, but in response to a price query at the beginning of the month, told the Australian Securities Exchange that a sudden price fall was probably a result of weakness among US-listed biotechnology companies.

Nasdaq dips

The Nasdaq biotechnology index fell just 2.6 per cent in April, but has come off 16 per cent from a high point in late February.

The value of drug delivery company Acrux fell 40 per cent due to concerns that a regulatory investigation may prove a link between its testosterone replacement therapy and heart failure. An admission that the company will not receive a milestone payment from distributor Eli Lilly also hurt the stock.

But for substantial shareholder Simon Marais, of fund manager Allan Gray, the share price weakness has provided a buying opportunity. “Acrux has a good inherent business that will have its ups and downs and the industry is always cyclical,” he said. “The trick to making money in any investment is to buy when it’s low, when there’s some setbacks, and you have to be wary of it when its high.”

[steve fleming]

Tough month for biotech's......



Rich list names hurt by cruel April for biotech stocks
Jessica Gardner

The portfolios of some of Australia’s richest investors have been battered by the terrible start to the year experienced by biotechnology stocks.

In April, almost $1 billion was wiped from the combined market value of four companies, Acrux, Mesoblast, QrXPharma and Prana Biotechnology, dragging down equally well known names like Waislitz, Liberman, Smorgon and Walker.

Analysis by the editor of investment newsletter Biotech Daily David Langsam shows that the market value of the top 40 biotechnology stocks, excluding blue chip stocks CSL, Cochlear and Resmed, fell 17 per cent in April. The benchmark S&P/ASX 200 index gained 2 per cent in the same period.

The combined value of the 40-company index fell to $5.3 billion, its lowest level since October 2010, Mr Langsam said. “April was the cruellest month, adding Acrux, Prana, Biota and QrX to the biotechnology wasteland,” he said.

The index has fallen 26 per cent in the year to date, against an 11.4 per cent rise in the S&P/ASX200.

The large fall in the value of the stocks is predominantly due setbacks in the form of poor clinical trial results or regulatory decisions.

Prana first to tumble

The April curse began on the last day of March, when Prana Biotechnology told the market that its drug PBT2 had failed to show any benefit in reducing symptoms of Alzheimer’s disease. When it returned from a trading halt on April 1, the stock fell 74 per cent in a day. By the end of the month Prana had fallen 79.9 per cent. A private company owned by the Liberman family, worth $2.1 billion and the third richest in the country, lost $12.9 million on its 3.72 per cent holding in Prana, while the plunge wiped $855,000 from Vicki and Robert Smorgon’s 0.25 stake.

The pair are members of the Smorgon family, who, with a net worth of about $2.64 billion, were last listed by BRW as the richest family in Australia.

Pain drug developer QRxPharma recorded the biggest fall in April. An advisory committee to the US regulator advised that its MoxDuo-IR drug should not be approved, causing the stock to plunge 80 per cent in a day.

The stock fell 88 per cent in the month, causing plenty of pain for rich list property developer Lang Walker. According to the latest annual report for the company, which now has a market value of just $15 million, Mr Walker and his wife Suzanne hold a little more than 7 million QRxPharma shares in two private vehicles.

Their shareholding fell from $5.5 million to $669,000.

The value of Mesoblast, the biggest company on the index, fell 14.8 per cent to $1.5 billion. The stake controlled by Thorney Holdings, a company controlled by Pratt family member Alex Waislitz, fell by $14,256,000.

Mesoblast was not subject to any particular setbacks, but in response to a price query at the beginning of the month, told the Australian Securities Exchange that a sudden price fall was probably a result of weakness among US-listed biotechnology companies.

Nasdaq dips

The Nasdaq biotechnology index fell just 2.6 per cent in April, but has come off 16 per cent from a high point in late February.

The value of drug delivery company Acrux fell 40 per cent due to concerns that a regulatory investigation may prove a link between its testosterone replacement therapy and heart failure. An admission that the company will not receive a milestone payment from distributor Eli Lilly also hurt the stock.

But for substantial shareholder Simon Marais, of fund manager Allan Gray, the share price weakness has provided a buying opportunity. “Acrux has a good inherent business that will have its ups and downs and the industry is always cyclical,” he said. “The trick to making money in any investment is to buy when it’s low, when there’s some setbacks, and you have to be wary of it when its high.”

[percy]

Well nice to know I missed all the fun.
Lost heaps in this sector in the 1990s ,so stayed well away from it this time.
Wonder when the next generation of "its different this time" investors will hit this sector?
May not have been born yet???!!!!

[Joshuatree]

many of my biotech watches have dropped back , only holding NEU atm down like most others. BLT given you a wild ride lizard and CZD a bit stronger but also down. How are others experiences and stocks going in this volatile sector?

[STRAT]

many of my biotech watches have dropped back , only holding NEU atm down like most others. BLT given you a wild ride lizard and CZD a bit stronger but also down. How are others experiences and stocks going in this volatile sector?This one really is totally speculative but OSL up 15% on Friday on unusual volume. Chart indicates a possible bottom. Waiting on confirmation of a trend change.

[Joshuatree]

Bugger ,thanks for the retro KW. Hey are you int in doing a highland dad? An intro to the mkt each day with a few details like which sectors are looking positive/ sick etc. Understand if not.

[Joshuatree]

Sold NEU today on after a good runup. Presentation after mkt ;poss cap raise ahead. If I'm lucky will buy back lower. Hows other investors biotech going; Any new entries to look at? cheers JT

[NZSilver]

PNV (old CZD), some good new has come out but boy things are slow, companies sole focus in polynovo burn/wound dressing now - hence name change, trading around 8-10 cents. Hopefully 15 brings some action. May need cap raise?

ADO - now 10-12 cents, lots of talk no action. Waiting for the "big deal" to come through. Might be waiting a while/forever

[BFG]

Anyone watch ARNA soar over on the NYSE the other night? If your blockbuster obesity drug sales never eventuate, hey, just start new clinical trials on something else!

[Joshuatree]

Had a friend sucked into that crazy game. A fave spruik pump and dump stock big time manipulation with" fresh Blood" (suckers in reverse). AVOID unless your'e an addict for wasting away or Casinos are your saviour, or U haven't walked the plank of ego driven loss.. yeah right!

[BFG]

Had a friend sucked into that crazy game. A fave spruik pump and dump stock big time manipulation with" fresh Blood" (suckers in reverse). AVOID unless your'e an addict for wasting away or Casinos are your saviour, or U haven't walked the plank of ego driven loss.. yeah right!

Could apply that to the vast majory of biotech! I stay away from what I don't know, and most biotech has pump and dump written all over it to boot! There are the exceptions, but I see at as riskier than tech but only slightly less so than leveraged foreign ETFs :p

[babymonster]

i got some acr, which is kind of hanging there.. may go either way.. lol

[macduffy]

Could apply that to the vast majory of biotech! I stay away from what I don't know, and most biotech has pump and dump written all over it to boot! There are the exceptions, but I see at as riskier than tech but only slightly less so than leveraged foreign ETFs :p

I'd agree with that insofar as the "research" type stocks are concerned. But there's been some resounding successes in the wider "human science" sector over the years - CSL, RMD, FPH, Cochlear etc. I fluked a winner with a British based, Aust listed company by the name of Cortecs - and sold before I understood what the real risks were with this type of stock. Had the good fortune too to buy into Cellestis, after their TB test had been proven and accepted by the medical profession. Bought out by a big Swiss pharma so didn't have to make a decision to sell! Now aiming to keep my 100% record in this sector by steering clear - unless.......

[Joshuatree]

Could apply that to the vast majory of biotech! I stay away from what I don't know, and most biotech has pump and dump written all over it to boot! There are the exceptions, but I see at as riskier than tech but only slightly less so than leveraged foreign ETFs :p

Im not wishing you good luck with ARNA. Dissapointed you bought it up in fact

[BFG]

Im not wishing you good luck with ARNA. Dissapointed you bought it up in fact

I wouldn't touch ARNA, just followed its movements over the years. Have you been burned by it JT?

[Joshuatree]

A friend did. Thanks for clarifying.

[Joshuatree]

Novogen NRT on The ASX is a very int stock. I haven't got a bio stock at the mo(its usually NEU). NRT has potentially many streams of income.

[Joshuatree]

The most powerful and most effective anti-cancer agents ever developed are known as cytotoxic drugs, meaning that they kill cancer cells by inflicting lethal damage. Cytotoxic chemotherapy (http://www.novogen.com/pdf/cytotoxiChemotherapy.pdf) has been the mainstay of cancer therapy for the past 40 years and is set to continue to hold that position for the foreseeable future.
But cytotoxic chemotherapy has hit a roadblock. It has not advanced in any meaningful way in the last 20 years for two fundamental reasons:
first, it has no effect on cancer stem cells, those minority cells within a tumor that are responsible for perpetuating the tumor. So that even where initial response to therapy has occurred, malignant cancer almost always returns;
second, most forms of cancer either have from the start or quickly develop drug-resistance mechanisms that render them insensitive to cytotoxic drugs.

Novogen has focused on breaking through this roadblock. Our objective has been to find ways both to kill the cancer stem cells, as well as augmenting the cytotoxic effect of standard drugs in their ability to kill the regular cancer cells.
In this quest, Novogen scientists have identified two new drug targets.
The second target is a structural protein that when disabled, causes the cancer cell’s cytoskeleton to disintegrate. We have developed a drug that by hitting this target greatly potentiates the anti-cancer effect of some of the most widely used drugs in oncology. This is the anti-tropomyosin drug
One target is a family of secondary or enabling mutations that we believe are common to all cancer cells and which are essential for a cancer cell’s survival. We have developed a family of drugs that hit this target and for the first time kill the full range of cells within a tumor, but most importantly the cancer stem cells. This is the super-benzopyran drug technology.

HISTORY

[Joshuatree]

Ive bought a few but high risk. One needs to be prepared to lose their money on this. Very small allocation in my port.

Courtsey of "stotes"

Novogen Brief Summary

​
Dual Listed on NASDAQ and ASX (http://www.novogen.com/pdf/150428_Novogen_Regains_Full_Compliance.pdf)​

Fully funded (~$45m+ cash) with no near future capital raise event foreseen​
Potential to deliver a further $33M (http://www.novogen.com/20150602_Rights.pdf) with the exercising of 6 month options​
Novogen Receives $1.54M R&D Tax Incentive (http://www.novogen.com/pdf/4dec2014.pdf)​

​
2 Major First In Class drug platforms​
7 drugs in pipeline (http://www.novogen.com/programs.html)​
Four Drugs Entering Clinical Trials in Q1 2016 (maybe sooner) (http://www.novogen.com/programs.html)​

​
CANTRIXIL (http://www.novogen.com/pdf/cantrixil.pdf)​
A chemotherapeutic developed by a joint venture between Novogen and Yale University for the treatment of a wide range of early-stage and late-stage cancers, but currently focusing on ovarian cancer.​
Cantrixil receives Orphan Drug designation from FDA (http://www.novogen.com/pdf/asx22April2015.pdf)​
Cantrixil highly successful in preventing growth of chemoresistant ovarian cancer (http://www.novogen.com/pdf/market20April2015.pdf)​

​
TRXE-0025 (http://www.novogen.com/pdf/TRXE-0025January2015.pdf)​
The first drug of its kind specifically designed to kill the full hierarchy of cells within prostate cancer.​

​
TRILEXIUM (http://www.novogen.com/pdf/trilexiumJanuary2015.pdf)​
or TRXE-009, a cytotoxic chemotherapy being developed for the treatment of brain cancers in adults and children and for malignant melanoma.​
Studies Confirm TRXE-009 Crosses the Blood-Brain Barrier (http://www.novogen.com/pdf/150605_TRXE-009_Crosses_BBB.pdf)​
Australian Studies Confirm TRXE-009 Kills Resistant Paediatric Brain Cancer Cells (http://www.novogen.com/pdf/150508_DIPG_Announcement.pdf)​
Breakthrough Discovery in the Treatment of Melanoma (http://www.novogen.com/pdf/asx16Dec.pdf)​

​
ANISINA (http://www.novogen.com/pdf/Anisina.pdf)​
Based on the ATM technology, is a new class of cytotoxic chemotherapy which can provide comprehensive destruction of a cancer cell's cytoskeleton in combination with microtubule-targeting drugs.​
Potential of Anisina to become major new Chemotherapy confirmed by CODA study (http://www.novogen.com/pdf/anisina18March2015.pdf)​
Australian Studies Confirm Anisina as Potential Important New Weapon Against Melanoma (http://www.novogen.com/pdf/asx9April2015.pdf)​
Anisina Confirmed As Effective Anti-Cancer Agent In Animal Studies (http://www.novogen.com/150514_Anisina_Confirmed_Anti_Cancer_Agent%20FINAL .pdf)​

​
Novogen also has developed the Jacob's Hope Project (http://www.novogen.com/pdf/jacobHopeJanuary2015.pdf) which is an investigational and experimental program for degenerative and regenerative diseases.​

​

​
~7+ Patents Held (Perhaps More?) (http://www.novogen.com/20150529_ATM.pdf)​
Novogen files for patent protection with the US Patent Office for next generation ATM-based drugs in USA (http://www.novogen.com/20150529_ATM.pdf)​
Novogen Lodges Key Super-Benzopyran patent (http://www.novogen.com/pdf/asx11Feb2015.pdf)​

​
Partnerships/Collaborations with:​
Yale university (http://static1.squarespace.com/static/52704c2fe4b093a68b388fe6/t/5399c7ebe4b053c5aa539e01/1402587115698/NOVOGEN-CanTx-PR-l2vd.pdf)​
Feinstein institute (http://www.novogen.com/pdf/asx4March2015.pdf)​
Genea Biocells (http://www.novogen.com/pdf/announcement16January2015.pdf)​
University of NSW (https://newsroom.unsw.edu.au/news/health/fast-tracking-new-treatment-childhood-cancer)​
PCG Advisory (http://www.novogen.com/pdf/asx2April2015.pdf)​
University of Queensland Diamantina Institute (https://www.tri.edu.au/news/australian-studies-confirm-melanoma-breakthrough)​

​
Board with reputable high profile members (http://www.novogen.com/theboard.html)​
Novogen Expands Board with Appointment of New Directors (http://www.novogen.com/pdf/150603_Appointment_of_Directors.pdf)​

​
Incredible investor relations and communication from Novogen's Team (http://www.medifydaily.com.au/how-novogens-dr-graham-kelly-shares-knowledge-2/)​

[kiora]

I second that JT
A great company & from what I can make out a trail blazer in cancer treatment !!!

[clip]

Have a friend who's long/heavily in NRT, totally guessing but I would think this is pretty substantial. Discl, not holding and neither of us know the first thing about biotechnology/oncology etc
http://www.novogen.com/pdf/150605_TRXE-009_Crosses_BBB.pdf

[Joshuatree]

SNNLive - Novogen Limited (NASDAQ: NVGN) - YouTube (https://www.google.co.nz/url?sa=t&rct=j&q=&esrc=s&source=web&cd=1&ved=0CB0QtwIwAGoVChMIx7-nsoCKxgIVzra8Ch3N1AA5&url=http%3A%2F%2Fwww.youtube.com%2Fwatch%3Fv%3Db7K D6dhN19A&ei=8bt6VYeDH87t8gXNqYPIAw&usg=AFQjCNFOuxButHsRIAFZYgnqmnVyVtuvSQ&bvm=bv.95515949,d.dGc)

Heres a very simple clear intro into what and where NRT are at.

[blu3]

Prima Biomed (PRR) seems to perform well on good news. A few weeks ago it skyrocketed +750% before sliding back South and it went up +44% today. Not sure if their product will lead to a commercial success but, on the shorter term, surely some more good news could build a speculative hype and send the SP higher like it did with PEB. Worth watching!

[Joshuatree]

Finally bought a few PNV @ 9.5c. Two new announcements this month have helped the s/p atp.
Download Document (http://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvTUUO6g u8pnCItplJ2%2Fk%3D)

Download Document (http://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvTUUP4g y5pnCItplJ2%2Fk%3D)

[NZSilver]

Finally bought a few PNV @ 9.5c. Two new announcements this month have helped the s/p atp.
Download Document (http://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvTUUO6g u8pnCItplJ2%2Fk%3D)

Download Document (http://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvTUUP4g y5pnCItplJ2%2Fk%3D)

Yes JT, it can be a long wait between news with these biotech's - always a lot of promises/high hopes followed by multiple delays. Often the managers who are usually a bunch of enthusiastic scientists dont quite have the experience or skill to run publicly listed companies, however they have good intentions.

Glad to see some good stuff come from PNV, it seems they have a real product with real potential. There was a presentation a year or so ago that had a bunch of somewhat gory pictures of if i remember correctly burns treated with their product pre-skin-graft which In my opinion showed clinically impressive results.

Makes this a take-over in my opinion by a big competitor so they could take the technology.

[Joshuatree]

https://www.sec.gov/Archives/edgar/data/1075880/000119312515251273/d28048d6k.htm

May give NRT s/p a lift today.
Decided to take a quick profit on PNV with mkt issues so out @ 11c.

[blu3]

Another good news on the NRT front: “Anisina receives orphan drug designation from FDA”.

[Joshuatree]

yes indeed up re 22% today on the news:t_up:.

[kiora]

NRT : The market doesn't like it
http://www.stocknessmonster.com/news-item?T=J5OvU69e0QfEpKtzryYFwC&E=ASX&S=NRT&N=868382

[Joshuatree]

yes, some interesting scenarios being thrown around re hiving off some projects etc.This is a long game and I'm thinking of getting more but its a high risk play atp.

[Joshuatree]

BLT Benitec

PDF (http://www.asx.com.au/asx/statistics/displayAnnouncement.do?display=pdf&idsId=01643160)

Proposal to issue 115 million shares to trade on Nasdaq and raise $60-$70 mill
Am not currently in and watching this.

[Joshuatree]

BLT 65c got as low as 55c after ADS prices on nasdaq set at US$9.21=20 ord shares of BLT. very unhappy punters on H/C. Buying opp lizard?

[Joshuatree]

Finally bought my first lot on the close today of AVH.Two very good announcements.

FDA Doubles Patient Numbers Permitted for Compassionate Use (http://hotcopper.com.au/threads/2608996/)

Download Document (http://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvTUQP4A a5pmGQqJlJ2%2Fk%3D) $53.9 mill contract

Still a believer in NRT and holding but patience required.

Silver;still in PNV?.Doing well with Contract for Burns trial awarded. 13.5c atm. Watching .

Spekky higher risk junior biotechs DYOR

[NZSilver]

Sold out of PNV, I saw the had funding but still a little while away...

Never looked into AVH before but they look similar product to PNV? whats your thoughts JT

[Joshuatree]

Have traded PNV and hope to again.In AVH for a trade and its up re 23% atm.Fluked the timing.

[NZSilver]

Anyone looked at CGS lately, looks like a good buy since refocus on core business.Someone mentioned it to me, cash flow positive last quarter + couple of decent contracts. Folks on hc think 2mil ebita fy16. Not bad for a 30 mil microcap company.

[DarkHorse]

Hi KW, facebook smallcap group sounds interesting, could you post a link?
cheers DH

[duncan22]

Hi KW, facebook smallcap group sounds interesting, could you post a link?
cheers DH

https://www.facebook.com/groups/longstrawtips/

[NZSilver]

cheers KW, I always appreciate your thoughts. Quarterly will reveal more.

[DarkHorse]

https://www.facebook.com/groups/longstrawtips/
Thanks for that. No reply so far to request to join...

[DarkHorse]

I have a small holding in Circadian Technologies which is up 52% over the past month, with the majority of its shares being owned by funds outside Australia. Plenty of cash and comparison with other opthamology companies with 10-60 times mcap makes interesting reading (p17 - http://www.circadian.com.au/sites/default/files/Circadian_Corporate%20Presentation_2015%2007%2009. pdf )

[Joshuatree]

AVH First patient treated in US military Wound trial
PDF (http://www.asx.com.au/asx/statistics/displayAnnouncement.do?display=pdf&idsId=01674920)

[NZSilver]

Cogstate - hitting 40c today, I'm up 30% in the last couple of weeks since buying. Looking like a breakout even though volumes light. Only regret is not buying more.

[stoploss]

Hi , Anyone in or been in Compumedics ? (CMP.ax)
There is a recent research report on their investor page

http://www.compumedics.com.au/index.php/investors-relations/overview-investors-relations

No position currently, but taking a look .

[Joshuatree]

AVH First patient treated in US military Wound trial
PDF (http://www.asx.com.au/asx/statistics/displayAnnouncement.do?display=pdf&idsId=01674920)

Here keep up will you:mellow::)


Download Document (http://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvTUMJ5w u%2FpmGQqJlJ2%2Fk%3D)AVH appoints ReCell distributors

Download Document (http://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvTUMI5A 24pmGQqJlJ2%2Fk%3D) AVH extends Recell IP Patent

Download Document (http://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvTUML5w u6pmGQqJlJ2%2Fk%3D) CEO invited to present


Download Document (http://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvTUQD5w 2%2FpmGQqJlJ2%2Fk%3D) Quarterly

[Joshuatree]

Ann: Avita Medical Reports 63% Decreased Length of Hospital Stay (http://hotcopper.com.au/threads/ann-avita-medical-reports-63-decreased-length-of-hospital-stay.2658229/?post_id=16575749)

Only 12 patients but very promising.S/P drops ?

Earlier this fall, the U.S. Food and Drug Administration (FDA) approved an expansion of Avita’sCompassionate Use Investigational Device Exemption (IDE) program for ReCell®. As part of the expansion,the FDA doubled the patient number to a total of 24 patients who have insufficient healthy skin availablefor standard skin grafting of their injury.

[Joshuatree]

Download Document (http://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvTUMM4A m7pmGQqJlJ2%2Fk%3D)

FDA'S Grant Avitas Recell Expedited Access Pathway

[NZSilver]

Cogstate CGS starting to get recognised, good research by a guy who is a deep value investor. Now around 50c, with valuations between 60c-$1. Last announcement stated we are likely to get further contracts.

[percy]

Cogstate CGS starting to get recognised, good research by a guy who is a deep value investor. Now around 50c, with valuations between 60c-$1. Last announcement stated we are likely to get further contracts.

Another good contract win has seen some action in CGS today.

[DarkHorse]

I have a small holding in Circadian Technologies which is up 52% over the past month, with the majority of its shares being owned by funds outside Australia. Plenty of cash and comparison with other opthamology companies with 10-60 times mcap makes interesting reading (p17 - http://www.circadian.com.au/sites/default/files/Circadian_Corporate%20Presentation_2015%2007%2009. pdf )

Up another 30% over the past 2 months. While still under the radar in Australia, there was a substantial buy from Union Investment's Luxembourg subsidiary yesterday.
According to Wikipedia: In March 2013 Union Investment became the first investment association to be awarded five stars eleven times in a row in the investment funds guide of the German business magazine Capital (https://en.wikipedia.org/wiki/Capital_(German_magazine)).[7] (https://en.wikipedia.org/wiki/Union_Investment#cite_note-7)
Make of that what you will :)

[DarkHorse]

Another good contract win has seen some action in CGS today.

Happy new year. Hope 2015 was a great investing year for you too. I'm late to the party with this one. Wish I'd noticed your great tip a few months ago NZSilver - risk-reward profile was fantastic at those prices. Still looks interesting but am struggling to confidently do 'inductive' ballpark calculations of likely cashflows over the next year and beyond based on company data. Could you or Percy help me out there?

[noodles]

Happy new year. Hope 2015 was a great investing year for you too. I'm late to the party with this one. Wish I'd noticed your great tip a few months ago NZSilver - risk-reward profile was fantastic at those prices. Still looks interesting but am struggling to confidently do 'inductive' ballpark calculations of likely cashflows over the next year and beyond based on company data. Could you or Percy help me out there?

Checkout the research here...
http://www.capitalhmanagement.com.au/research/

[Joshuatree]

Thanks noodles ; i have signed up an read the research which is good to my unprofessional eye. Very conservative valn of 53c. Est fair valn range 63 to 78c fully diluted
"Strong rev and contract growth"
"Rapidly Growing mkt"
"Mkt leading tech"
"Operating leverage and earnings growth"
"Sticky customers"
"Aligned board and management"
"Attractive valn"
"Blue sky opps"

Def worth reading whole article

[DarkHorse]

Brilliant site thank you

[noodles]

Brilliant site thank you
Keep an eye on http://shareidea.com.au/ as well. More small cap research

[NZSilver]

Keep an eye on http://shareidea.com.au/ as well. More small cap research

cheers noodles

[NZSilver]

Up another 30% over the past 2 months. While still under the radar in Australia, there was a substantial buy from Union Investment's Luxembourg subsidiary yesterday.
According to Wikipedia: In March 2013 Union Investment became the first investment association to be awarded five stars eleven times in a row in the investment funds guide of the German business magazine Capital (https://en.wikipedia.org/wiki/Capital_(German_magazine)).[7] (https://en.wikipedia.org/wiki/Union_Investment#cite_note-7)
Make of that what you will :)

On a very very very quick look seems they are still in early trials? not profitable? what has driven their SP?

[DarkHorse]

Indeed they are in early trials and unprofitable, albeit apparently sitting on $18m cash. They used to be a kind of biotech incubator with fingers in several pies. Over past year they've ditched other divisions and put sole focus on treatment for Wet AMD, the leading cause of blindness in the western world, with a potential market of $5 billion in the US and $10b worldwide. Hence the recent 'rebranding' to Opthea.
According to their reports, current treatments are ineffective for at least half of patients short-term and the vast majority in the long-term. They only target "VEGF-A" while Opthea's 'OPT-302' molecule targets VEGF-C and VEGF-D and could therefore be used in conjunction with current treatments to enhance outcomes. The science is a million miles over my head but from a business point of view I do like the chances of selling a potential complementary product, rather than competing head on with the incumbents in the sector.

I suppose becoming a pure-play in such a potentially lucrative market has gained investor attention.
Obviously a highly speculative stock which will become worthless if trials are unsuccessful. I have a small holding. Would be interested in other members' thoughts.

[DarkHorse]

Up 26% today :)

[macduffy]

More healthcare than strictly biotech but here's a recent report from Morgans on the Aust health sector.

https://dpsi7pmz5b6vt.cloudfront.net/uploads/media/2262/AUS-HC-160204-Patient_in_the_ER_but_remains_alive_and_well.pdf?u tm_source=Trending+on+Livewire+%22The+Morning+Wire %22&utm_campaign=c44bbd7dc5-Trending+on+Livewire&utm_medium=email&utm_term=0_1911ffeed5-c44bbd7dc5-82636925&mc_cid=c44bbd7dc5&mc_eid=9f402457b0

[Joshuatree]

Thanks macduff int stuff in the bigger end of town.

AVH announcement ReCell distributor appointed Germany Austria and Switzerland
Download Document (http://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvTUII5w y7pmGQqJlJ2%2Fk%3D)

[Joshuatree]

Have started a thread on MDC(forgot about this one)

Medlab Clinical Limited (MDC) is a biological research facility, specialising in the development of novel therapeutics from bacteria Medlab's focus on bacteria based medicines, which Section 4 contribute to improved gut health in key health areas, provides significant commercial potential in unmet health needs

[Trigger]

JT...you have turned into a bit of a micro cap fiend :D:D:D. I enjoy reading the posts and analysis, as well as those of others contributing to this often neglected area of investing (NZSilver, DarkHorse, etc). Please keep them coming.

Cheers

Trigger

[Joshuatree]

Thanks trigger; just passing on info better researchers than i have passed to me :mellow:DYOR

[Ethereal]

Have a look at what PAA have been doing lately.

[Joshuatree]

Heres a list of biotechnology stocks currently on the ASX, some people might want to research some of the companies in the future.

ACR Acrux Ltd
AVP Acuron Ltd
AHG Advance Healthcare Group Ltd
AOS Advanced Ocular Systems Ltd
AEI Aeris Technologies Ltd
AFT AFT Corporation Ltd
AGX Agenix Ltd
ACL Alchemia Ltd
ABI Ambri Ltd
ANX Anadis Ltd
ALT Analytica Ltd
ANP Antisense Therapeutics Ltd
AOP Apollo Life Sciences Ltd
AQL Aquacarotene Ltd
ACG AtCor Medical Holdings Ltd
ACU Avantogen Ltd
AUH Australian Healthcare Technology Ltd
AVS Avastra Ltd
AVX Avexa Ltd
AVT AVT Holdings Ltd
BLT Benitec Ltd
BDM Biodiem Ltd
BLS Biolayer Coropration Ltd
BOD BioMD Ltd
BNO Bionomics Ltd
BPH BioPharmica Ltd
BPO Bioprospect Ltd
BOS Biosignal Ltd
BTA Biota Holdings Ltd
BTC Biotech Capital Ltd
BIT Biotron Ltd
BNE Bone Medical Limited
BKL Blackmores Ltd
BRC Brain Resource Company Ltd (The)
BZI BrainZ Instruments Ltd
CXD CathRx Ltd
CST Cellestis Ltd
CMQ Chemeq Ltd
CXS Chemgenex Pharmaceuticals Ltd
CIR Circadian Technologies Ltd
CCE Clinical Cell Culture Ltd
CLV Clover Corporation Ltd
COH Cochlear Ltd
CGS Cogstate Ltd
CAU Colltech Australia Ltd
CMP Compumedics Ltd
CTE Cryosite Ltd
CSL CSL Ltd
CUV Clinuvel Pharmaceuticals Ltd
CYC Cyclopharm Ltd
CYN Cygenics Ltd
CYT Cytopia Ltd
DIA Dia-B Tech Limited
EMS Eastland Medical Systems Ltd
EIF Eiffel Technologies Ltd
ELX Ellex Medical Lasers Ltd
EQX Eqitx Ltd
EGX EvoGenix Ltd
FER Fermiscan Holdings Ltd
FPH Fisher & Paykel Healthcare Corporation Ltd
GAA Genepharm Australasia Ltd
GBL Genesis Biomedical Ltd
GEN Genesis Research and Development Corporation Ltd
GTG Genetic Technologies Ltd
GIA Giaconda Ltd
HLT Healthpoint Technologies Ltd
HTW HeartWare Ltd
HTX HealthLinx Ltd
IAT IATIA Ltd
IBA IBA Health Ltd
IMI IM Medical Ltd
IML IMD Group Ltd
IMU Imugene Ltd
ICV Incitive Ltd
IDT Institute of Drug Technology Australia Ltd
ITD ITL Ltd
LBT Labtech Systems Ltd
LFE Life Therapeutics Ltd
LIP Lipa Pharmaceuticals Ltd
LCT Living Cell Technologies Ltd
KSX KarmelSonix Ltd
MYP Mayne Pharma Ltd
MAA Medec Ltd
MVP Medical Developments International Ltd
MDM Medical Monitors Ltd
MTY Medical Therapies Ltd
MGZ Medigard Ltd
MSB Mesoblast Ltd
MDV Medivac Ltd
MBP Metabolic Pharmaceuticals Ltd
NLS Narhex Life Sciences Ltd
NEU Neuren Pharmaceuticals Ltd
NDL Neuro Discovery Ltd
NAL Norwood Abbey Ltd
NRT Novogen Ltd
NSL NSL Health Ltd
OBJ OBJ Ltd
OMI Occupational & Medical Innovations Ltd
OIL Optiscan Imaging Ltd
PBO Panbio Ltd
PEP Peplin Biotech Ltd
PTD Peptech Ltd
PNO Pharmanet Group Ltd
PAA PharmAust Ltd
PXS Pharmaxis Ltd
PLT Polartechnics Ltd
PLD Portland Orthopaedics Ltd
PBT Prana Biotechnology Ltd
PBI Premier Bionics Ltd
PRR Prima Biomed Ltd
PBP Probiotec Ltd
PGL Progen Industries Ltd
POH Phosphagenics Ltd
PYC Phylogica Ltd
PCC Probiomics Ltd
PXL Proteome Systems Ltd
PSD Psivida Ltd
RMD Resmed Inc
RHT Resonance Health Ltd
RTL Ritract Ltd
RBY Rockeby Biomed Ltd
SFP Safety Medical Products Ltd
SIE Scigen Ltd
SDI SDI Ltd
SLT Select Vaccines Ltd
SIP Sigma Pharmaceuticals Ltd
SRX Sirtex Medical Ltd
SLA Solagran Ltd
SBP Solbec Pharmaceuticals Ltd
SOM SomnoMed Limited
SPL Starpharma Holdings Ltd
STI Stirling Products Ltd
SHC Sunshine Heart Inc
TIS Tissue Therapies Ltd
UNI Unitract Ltd
UBI Universal Biosensors Inc.
UCM USCOM Ltd
VCR Ventracor Ltd
VLA Viralytics Ltd
VHL Virax Holdings Ltd
VSG Visiomed Group Ltd
XBL Xceed Biotechnology Ltd

__________________________________________________ ________________

Heres one biotech company AVX that looks like a promising company. Good volumes going through of late.

Avexa is a Melbourne-based biotechnology company with a focus on research and development of drugs
for the treatment of infectious diseases, in particular diseases which have a significant unmet med

Anyone want to update the Biotec list to help one and all seek out the winners ?:t_up:

[macduffy]

Still working my way through the "A"s!

;)

[Joshuatree]

Finally bought my first lot on the close today of AVH.Two very good announcements.

FDA Doubles Patient Numbers Permitted for Compassionate Use (http://hotcopper.com.au/threads/2608996/)

Download Document (http://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvTUQP4A a5pmGQqJlJ2%2Fk%3D) $53.9 mill contract

Still a believer in NRT and holding but patience required.

Silver;still in PNV?.Doing well with Contract for Burns trial awarded. 13.5c atm. Watching .

Spekky higher risk junior biotechs DYOR

Took profits today.Hoping to have another go a few months down the track. Too much uncertainty, $3 mill cash burn for qtr , cap raising around the cnr?.Not shifting enough units.FDA approval would be a boost and sales to china could surprise.

[Joshuatree]

Haven't checked right back.Is anyone in VLA Viralytics VLA?.Cancer, melanoma etc. Heres a few research reports Roth have a $3.84 target ,s/p 79c atm. A couple of friends hold.
Eye-Catching MITCI Data (http://www.viralytics.com/wp-content/uploads/2016/03/160505-Edison-Update.pdf)
Viralytics’ Cavatak Delivers Benefits In Combination With Checkpoint Inhibitors (http://www.viralytics.com/wp-content/uploads/2016/03/Bioshares645rbpVLA.pdf)
CAVATAK Plugging Away on All Fronts; Nice CALM and MITCI Updates (http://www.viralytics.com/wp-content/uploads/2016/03/Viralytics-Update-Report-ROTH-Capital-19-April-2016.pdf)
MITCI Results Show Promise

[Fuzzy Dunlop]

I've been in for about a year - taking a small position on the first leg up from memory and adding a few more in the SPP. It was very much a punt though since I'm not familiar with the field and have recently re-balanced. That aside, they have a solid cash position, the recent news results/news flow seems to have been well-received and you have to love the price targets floating round
.

[DarkHorse]

Indeed they are in early trials and unprofitable, albeit apparently sitting on $18m cash. They used to be a kind of biotech incubator with fingers in several pies. Over past year they've ditched other divisions and put sole focus on treatment for Wet AMD, the leading cause of blindness in the western world, with a potential market of $5 billion in the US and $10b worldwide. Hence the recent 'rebranding' to Opthea.
According to their reports, current treatments are ineffective for at least half of patients short-term and the vast majority in the long-term. They only target "VEGF-A" while Opthea's 'OPT-302' molecule targets VEGF-C and VEGF-D and could therefore be used in conjunction with current treatments to enhance outcomes. The science is a million miles over my head but from a business point of view I do like the chances of selling a potential complementary product, rather than competing head on with the incumbents in the sector.

I suppose becoming a pure-play in such a potentially lucrative market has gained investor attention.
Obviously a highly speculative stock which will become worthless if trials are unsuccessful. I have a small holding. Would be interested in other members' thoughts.



http://www.asx.com.au/asx/research/company.do#!/OPT
OPT - OPTHEA: Positive news today from first human trial, jumped 10% :)

[Joshuatree]

Good one.New one on me OPT and at a 1 year high.Missed your post DH.
I have done nothing for a while.The stocks i traded are a in the dumps last i looked so glad i left in the black.Only holding NRT deep in the red and getting a bit stale on it. Sa la vie. Glad some can still mine the biotech successfully. Anyone else doing well on anything in what isa depressed sector as i see it ,generally.?

[DarkHorse]

Cheers JT. Like several health related stocks - hold PGC and LHC, and seriously looking at SDI - see http://www.capitalhmanagement.com.au/2016/07/26/sdi-ltd/
But only hold OPT in biotech - c'est tout :)

[macduffy]

Here's an interesting take on Australian life sciences stocks.

http://www.ndfresearch.com/the-coming-boom-in-australian-life-sciences.html

[Joshuatree]

Thanks macduffy. A coming boom in life sciences (Bio?)stocks ; i hope so. the thing is whats the easiest way to pick the sector taking off. I hope to start a thread about identifying and sharing a sector that takes off like the M/S did recently for great gains if one picked up on it early.

[Joshuatree]

Two great announcements by NRT today. Im still deep in the red atm. but this looks redeeming; thinking longer term as one needs to with BIO's .DYOR
Dr James Garner presentation to Rodman & Renshaw conference-NRT.AX (http://hotcopper.com.au/threads/2893605/)
FDA approves IND application for Cantrixil-NRT.AX (http://hotcopper.com.au/threads/2893590/)

[DarkHorse]

Indeed they are in early trials and unprofitable, albeit apparently sitting on $18m cash. They used to be a kind of biotech incubator with fingers in several pies. Over past year they've ditched other divisions and put sole focus on treatment for Wet AMD, the leading cause of blindness in the western world, with a potential market of $5 billion in the US and $10b worldwide. Hence the recent 'rebranding' to Opthea.
According to their reports, current treatments are ineffective for at least half of patients short-term and the vast majority in the long-term. They only target "VEGF-A" while Opthea's 'OPT-302' molecule targets VEGF-C and VEGF-D and could therefore be used in conjunction with current treatments to enhance outcomes. The science is a million miles over my head but from a business point of view I do like the chances of selling a potential complementary product, rather than competing head on with the incumbents in the sector.

I suppose becoming a pure-play in such a potentially lucrative market has gained investor attention.
Obviously a highly speculative stock which will become worthless if trials are unsuccessful. I have a small holding. Would be interested in other members' thoughts.



Does anyone else hold OPTHEA? Up a further 18% today, with latest trial results well received by "retina professionals".
http://www.marketwired.com/press-release/optheas-phase-1-data-from-wet-amd-clinical-trial-presented-at-euretina-congress-2016-otcqx-ckdxy-2157305.htm
The share price has risen steadily to have quadrupled in 12 months :)
Beautifully simple business model - unique but complementary therapy for the leading cause of blindness - ie not competing with existing drugs but enhancing their effectiveness.

[Joshuatree]

Another one thats slipped through my widespread out fingers (sigh). Very int sector and subject. My father was, and possibly me , in the macular degeneration zone so its of personal interest. Has it 4 bagged for you DH?

[DarkHorse]

Thanks for your response JT. Nice to think this company may help you and millions of others. Yes has 4 bagged for me :) Still has potential upside, and with test results lower downside risk.

[OutToLunch]

Nice report here on Innate Immunotherapeutics (currently testing a treatment for MS), a spec buy with a relatively low risk thanks to a heap of positive non-trial results. Something like 80% of the current Phase IIb trial patients have requested ongoing treatment beyond the end of the trial which is a very positive indicator of the drug's efficacy. Results due next year. Have held this for a couple of years.

http://www.innateimmuno.com//irm/company/showpage.aspx/PDFs/1328-74262213/BiosharesEdition6649September2016InvestorsTakeToII L

[Joshuatree]

Its been a while folks. In fact i forgot about this thread. Only holding NRT atm as I'm in concrete with this.Will persevere a while ,until a hammer drill materializes ( i accept fault:).So forgot all about OPT which has been a stellar performer along with these and 2017 top 6 picks(what a performance in 2016.

http://www.innateimmuno.com/irm/company/showpage.aspx/PDFs/1348_0/BiosharesEdition678TopSixPicks2017

[showstring]

should add CYP to the biotech list, surprised it's not listed in there

pretty hot little stem cell company, been rising steadily last few months

still low market cap, but has made great progress in 2016 and huge potential

dyor, etc

[macduffy]

Biotech set to regain favour? Mainly covers the bigger biotech stocks - FPH gets a mention.

http://www.theage.com.au/business/biotech-set-to-regain-favour-after-recent-thrills-and-spills-20170104-gtm71i.html

[DarkHorse]

Interesting article thanks. Good to see both Wilsons and Bell Potter share my positive view on Opthea :)

[Joshuatree]

Have bought BOT since my last post and have just seen they too are on the marijuana thing . Anything that mentions cannabis is multi bagging atm (see marijuana thread). Didn't buy BOT for a flakey; crazy, short lived dangerous trade like that but i guess its abonus if the s/p does get a boost. BOT have many other trials and things in progress so its not like a short one horse race. S/P hasn't gone ballistic since announcement below.Not a recco DYOR

Today Botanix Pharmaceuticals released a new company update presentation, available for viewing on the ASX here (http://www.asx.com.au/asxpdf/20170322/pdf/43gz5nn0kft27w.pdf). The presentation outlines Botanix’s compelling investment case and strategy.

Investment Highlights:

• Experienced US based leadership team in place with a proven track record of achieving FDA approvals
• Addressing growing, multi-billion dollar dermatology markets with no new products approved in last 20 years (within the acne space)
• Key products based on pharmaceutical grade synthetic cannabidiol (versus variable naturally derived cannabidiol), greatly enhances the probability of clinical development success
• Exclusive global rights to use PermetrexTM delivery technology for all drugs that treat skin diseases with potential to deliver near term revenues
• Accelerated development pathway for dermatology pharmaceuticals compared to standard development pathways, driving lower costs and a faster timeline to approval
• Strong intellectual property portfolio which includes 12 patent applications across 6 patent families, and substantial volumes of proprietary knowledge, know-how, and trade secrets
• Multiple near term potential revenue streams to complement longer term development upside

Matthew Callahan, Executive Director, commented, “Recent enhancements to Botanix’s senior leadership, expansion of the PermetrexTM license and new patent applications ensures Botanix is well positioned to capitalise on early value creation opportunities. Our focus now is on the rapid commercialisation of our lead acne product and developing our wider portfolio of medical dermatology products.”

[Joshuatree]

BOT
Capital Raising Presentation (https://hotcopper.com.au/threads/3343839/)

[Joshuatree]

BOT holding up extremely well atm with re 23% dilution ;cap raise to Instos at 5.5c.S/P has dropped only to 6.6c atm. Maybe I'm a bit early with my enthusiasm and those Instos will sell down; but so far a very strong endorsement of all the products BOT has.

[DarkHorse]

OPT (see post 140 above) up 34% today on positive trial results and successful cap raise - biggest one day rise I've enjoyed for a long time, can't resist sharing it :t_up:

[Joshuatree]

We few celebrate with you:t_up:. Im going to spend time looking back through the threads at opps in Bio and small cap disruptive and cannabis stocks next few days.Some gems in there.

[DarkHorse]

Thanks JT! Look forward to seeing what you unearth in the next few days :)

[shasta]

We few celebrate with you:t_up:. Im going to spend time looking back through the threads at opps in Bio and small cap disruptive and cannabis stocks next few days.Some gems in there.

A stock i have been watching for a while is AVH, their device has had amazing results for burn victims, like with all these types of companies a lot of hurdles still to go through and might be bit too soon to buy in as not commercial yet, but funded with 61.9m to get them through with inventory.

Massive potential, and the IP rights help protect the downside of any competition, and i haven't come across any real direct rival as yet.

Not holding, yet...

[DarkHorse]

Nice to see independent director Michael Sistenich, with strong biotech management AND investment banking credentials, buying another 200K of Opthea stock at 93 cents :)

[Joshuatree]

A stock i have been watching for a while is AVH, their device has had amazing results for burn victims, like with all these types of companies a lot of hurdles still to go through and might be bit too soon to buy in as not commercial yet, but funded with 61.9m to get them through with inventory.

Massive potential, and the IP rights help protect the downside of any competition, and i haven't come across any real direct rival as yet.

Not holding, yet...

Bought in Oct 2015(see above threads) sold in May 2016. have lost track, it was/is a liz fave.

Absolute Pearler of an update , qtly on MEB today.Hold but in the red atm.
Quarterly ASX Update and Cashflow (https://hotcopper.com.au/threads/3385230/)

[NZSilver]

ITD, been in for about a month up 25%, still very undervalued. Probably deserves its own thread. On a forward PE of approx 13, sales of blood collection unit/bag taking off. Will run up to $1+ in the next year, Enjoy

[macduffy]

ITD, been in for about a month up 25%, still very undervalued. Probably deserves its own thread. On a forward PE of approx 13, sales of blood collection unit/bag taking off. Will run up to $1+ in the next year, Enjoy

Yes, it looks promising. Held by The Boat Fund small caps fund which did a recent write up on the stock and, naturally enough, promoted it as a Buy.

[Joshuatree]

We few celebrate with you:t_up:. Im going to spend time looking back through the threads at opps in Bio and small cap disruptive and cannabis stocks next few days.Some gems in there.

Sorry haven't found the time or motivation for this guys.

Meanwhile BOT announcement here, i still hold DYOR.

ASX/Media Release 8 May 2017
"Botanix commences first clinical study for BTX 1503
Brisbane Australia, 8 May 2017: Medical dermatology company Botanix Pharmaceuticals Limited (“Botanix” or “The Company”) today announced the commencement of a Phase 1a study for its lead acne treatment product BTX 1503.
BTX 1503 is a new topical treatment for moderate to severe acne, which utilizes synthetic cannabidiol as the drug active, together with Botanix’s proprietary PermetrexTM drug delivery technology. The Phase 1a study will be conducted over the coming weeks, with data from the study expected to be available by the end of June 2017.
“This first study is designed to provide safety, dosing and pharmacokinetic data for BTX 1503”, said Botanix Executive Director Matt Callahan, “these data will support the rapid advancement of BTX 1503 into our pilot acne patient trial, which will follow soon after study completion.”
BTX 1503 is targeting the market for prescription acne market products that currently generates more than $4.5 billion in annual sales. Supporting scientific data suggests that BTX 1503 may inhibit the excessive production of oil in the skin, which is a primary cause of acne, as well as potentially reducing inflammation and bacterial infection.
“We are very pleased to achieve this milestone within 9 months of initiating the BTX 1503 program,” Mr Callahan commented.
“This study will also form the basis for our planned dermatitis program, which we expect to accelerate into the clinic later this year following our recent successful capital raising.”
Acne is the most common skin disorder in the US affecting 40-50 million Americans. Acne has multiple pathogenic pathways including overproduction of oils, inflammation and bacterial infection. Currently the only product approved that has an effect on oil production also carries significant side effects, including birth defects, lymphoma and suicide risks. BTX 1503 is expected to have a far superior side effect profile, based on the published clinical data for cannabidiol in other disease indications.
About Botanix Pharmaceuticals
Botanix Pharmaceuticals is dedicated to developing next generation therapeutics for the treatment of serious skin diseases. Our mission is to improve the lives of patients battling acne, psoriasis and atopic dermatitis, by providing new treatment options for conditions that currently are inadequately addressed or are treated with therapeutics that are burdened with side effects profiles. Botanix is harnessing the untapped potential of a synthetic active pharmaceutical ingredient known as cannabidiol, which has a well-established safety profile. Botanix is preparing for the first human trials with synthetic cannabidiol utilising a proprietary drug delivery system (PermetrexTM) for direct skin
delivery of the therapy in 1H 2017 and plans to progress the development of its pipeline of other PermetrexTM enabled products alone, or in collaboration with partners."

[DarkHorse]

More director buying in OPT - 48K and 109K shares

[Joshuatree]

BOT( spekky DYOR)

Botanix Pharmaceuticals was recently covered by a range of analysts and research notes which highlighted the company’s key investment drivers as well as the unique proposition the company offers to investors.

Banyan Tree Investment Group produced an in-depth research note which detailed how the company’s leading acne product, BTX1503, could unlock significant value and that Botanix
“remains attractively priced in absolute terms relative to its ASX-listed cannabis and pharmaceuticals peers”. Click here (http://www.botanixpharma.com/wp-content/uploads/20170508-Banyan-Tree-in-depth-research-note-BOT.pdf) to read the full report.

Botanix was also featured in the April edition of The Passionate Investor and Under The Radar. Both reported on the company’s activities and the use of synthetic cannabidiol as the novel drug active, which is preferred by regulators for its pharmaceutical grade quality and purity. Click here (http://www.botanixpharma.com/wp-content/uploads/42117-The-Passionate-Investor.pdf) for the issue of The Passionate Investor (please refer to page 21) and here (http://www.botanixpharma.com/wp-content/uploads/20170406-Under-The-Radar-Report-Botanix-for-website.pdf) for the Under the Radar Report.

Lastly, earlier in March, Argonaut also initiated coverage of Botanix which highlighted that BTX1503 has “the potential to be a ‘game-changing’ treatment for moderate to severe acne”. Click here (http://www.botanixpharma.com/wp-content/uploads/170322-BOT-Initiation-Report.pdf) for the full report.

Botanix also recently conducted a video interview with its Executive Director Matt Callahan where he discussed the company’s commencement of Phase 1a study for BTX1503 and upcoming milestones. Click here (https://vimeo.com/215964284/394f90ed49) to view the video.

For more information about Botanix, please subscribe to the company’s investor updates by emailing achan[@]buchanwe.com.au.

Note: Botanix does not endorse, confirm, or express a view as to the accuracy of, the forecasts or other statements contained in the materials cited above. Botanix should not be taken to make any representation about its future performance by citing those materials

[DarkHorse]

PAA looks interesting - seem to have turned the corner with positive earnings and new CEO after years of delays which have sapped interest...still tiny mcap. Any thoughts - is anyone following?

[Joshuatree]

Will hopefully get alook at it thanks.
Ive posted on MEB somewhere before. Anyway i hold ,and good announcement out confirming 80% accurate in diagnosing PTSD post traumatic stress disorder PDF (http://www.asx.com.au/asx/statistics/displayAnnouncement.do?display=pdf&idsId=01868402)

"Over 22 army vets committed suicide a day due to PTSD or depression ,mental disorder."

[DarkHorse]

Thanks for bringing MEB to our attention JT, looks very interesting. I found a useful research report: https://www.baillieuholst.com.au/publishedresearch/2017/MEB_27jun17.pdf
Financials obviously pretty speculative but interesting analysis of the opportunity - particularly comparison of their objective test with alternative screening methods for mental illness.

[Joshuatree]

BOT kicking goals. If one invest s in biotech ones mindset needs oodles of patience
Botanix Completes Successful Phase 1 BTX 1503 Clinical Study (https://hotcopper.com.au/threads/3522297/)
Successful Pilot Study for BTX 1701 Facial Cleanser (https://hotcopper.com.au/threads/3474144/)

[Joshuatree]

VHT don't think I've mentioned this one , been in a while s/p been going down but today whammo up 26% today
Volpara Health Technologies Limited (VHT) develops digital health solutions to enable personalised, high - quality breast cancer screening based on objective measurements of breast density, compression and radiation dose.
Investor Presentation - FY2017 Results (https://hotcopper.com.au/threads/3452727/) Im still in the red.DYOR

[Joshuatree]

Thanks for bringing MEB to our attention JT, looks very interesting. I found a useful research report: https://www.baillieuholst.com.au/publishedresearch/2017/MEB_27jun17.pdf
Financials obviously pretty speculative but interesting analysis of the opportunity - particularly comparison of their objective test with alternative screening methods for mental illness.

Cheers DH, heres some more. Michael Phelps olympic champion is onboard now too.

https://www.statnews.com/2017/07/21/mental-illness-diagnosis-medibio/

https://www.medgadget.com/2017/07/e...ers-interview-jack-cosentino-ceo-medibio.html (https://www.medgadget.com/2017/07/evidence-based-diagnostics-mental-health-disorders-interview-jack-cosentino-ceo-medibio.html)

[showstring]

CYP - Cynata Therapeutics is looking good at this price level. Feels like it might be ready for some upside.
Few recent independent research reports published with significantly higher share price targets. Potentially significant phase 1 clinical trial news expected towards end of year...

http://cynata.com/category/news/

DYOR

[DarkHorse]

Have been looking at MEB - yet to jump in but obviously depression is a huge area, and with double the diagnostic accuracy of other methods and - so they say - no competitors at present - it certainly looks interesting.
I'd be interested to know what others think (esp contrary views). Here's the script of Alan Kohler's interview with the CEO:
https://hotcopper.com.au/threads/ann-adam-darkins-telehealth-icon-appointed-to-medibio-board.3554343/page-28?post_id=26062422#.WXcON9J95a0

[Joshuatree]

Medibio announces positive clinical study results (https://hotcopper.com.au/threads/3583911/)

[Joshuatree]

VHT don't think I've mentioned this one , been in a while s/p been going down but today whammo up 26% today
Volpara Health Technologies Limited (VHT) develops digital health solutions to enable personalised, high - quality breast cancer screening based on objective measurements of breast density, compression and radiation dose.
Investor Presentation - FY2017 Results (https://hotcopper.com.au/threads/3452727/) Im still in the red.DYOR

Moving on up. Reckons they will move from 1-3 % of USA breast screening mkt.

Investor Newsletter (https://online.asb.co.nz/ost/FA0CD9AD6CBBA45E58A3B3ED66BEE539/companyannouncements/showannouncement/asx/vht?issuercode=vht&number=1028650&ispdf=true)

[Joshuatree]

BOT kicking goals. If one invest s in biotech ones mindset needs oodles of patience
Botanix Completes Successful Phase 1 BTX 1503 Clinical Study (https://hotcopper.com.au/threads/3522297/)
Successful Pilot Study for BTX 1701 Facial Cleanser (https://hotcopper.com.au/threads/3474144/)

Now in trading halt re ethics approval for its acne patient study.
Research note out below too.

Argonaut Snapshot - Clearing Regulatory Hurdles (http://www.botanixpharma.com/wp-content/uploads/170817-BOT-Snapshot-Clearing-Regulatory-Hurdles.pdf)

[Joshuatree]

Sadly depression and suicide on the rise. MEB is well placed to help here.
Medibio Investment Presentation Update (https://hotcopper.com.au/threads/3676275/)

https://youtu.be/hcr7IO_0Sug

[shasta]

Joshuatree

You maybe interested in MDR, MedAdvisor, an app linking in GP's, pharmacies, patients to streamline the script renewal process and allow patients access to manage there own information. Spoke to my GP bout it, but as its Australian, not in use here. NZ has Share Care for Hospitals, After hours and GP's to access certain details.

Can see how this will take off, saves time, money and provides a service I'd personally benefit from.

[Joshuatree]

Thanks; yes its on my watchlist but with over 400 its easily lost in the mix. Cashflow positive 2018 maybe and strong comp from Health Engine and Chemist Warehouse by the looks. Up to 830,000 active users and growing.Be good to be onboard when /if a tipping point gets reached.

[Joshuatree]

VHT
The five-year contract will see both of Imaging Associates’ breast centres benefit from improved image consistency and quality, as well as more accurate radiation dosage, breast compression and personalised breast density assessment for every patient.

So thats why s/p up 27%:)

"Handling 2,500 breast imaging patients annually, this is the first Victorian site to adopt VolparaEnterprise software, and the ninth clinic in Australia to be using a Volpara product."
https://www.biospace.com/News/volpa...l-with-melbourne-based/470987/source=MoreNews (https://www.biospace.com/News/volpara-signs-five-year-deal-with-melbourne-based/470987/source=MoreNews)

[Joshuatree]

ITD (ITL on ASX) research may be of int
Download (https://www.itlhealthgroup.com/wp-content/uploads/2017/05/ITL-Initiation-note-Henslow-Oct-17.pdf)

[Joshuatree]

MEB decent agreement with global co Otsuka
PDF (http://www.asx.com.au/asx/statistics/displayAnnouncement.do?display=pdf&idsId=01905537)

[Joshuatree]

BOT
Download Document 108.76KB (https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvTDYC5gq%2 ByhaZovhtke92GA%3D%3D)
"Acne is the most common skin disorder in the US affecting 40-50 million Americans and more than250 million patients worldwide each year. "



“FDA is very supportive of our approach to conduct well-controlled and regulated clinical studies todemonstrate the safety and efficacy of BTX 1503, and we are excited about the potential for BTX1503 to be one of the first new prescription products to treat acne approved by FDA, in more than20 years.”

[DarkHorse]

Thanks for that JT, well worth reading. I hold ITD, it appears to be well under the radar and undervalued - especially given sale of low margin business at good price so has strong balance sheet, proven legacy products and potential upside from MHT

ITD (ITL on ASX) research may be of int
Download (https://www.itlhealthgroup.com/wp-content/uploads/2017/05/ITL-Initiation-note-Henslow-Oct-17.pdf)

[Joshuatree]

VHT
Appendix 4C - quarterly (https://hotcopper.com.au/threads/3759414/) On track for 200+% ARR
Highlights:


Cash position NZ$9.29m

Q2 FY18 Total Contract Value (TCV) NZ$2.32m, up 339% from NZ$528k in Q2
FY17

Annual Recurring Revenue (ARR) NZ$2.14m at the end of Q2 FY18, up 94%
from NZ$1.1m at the end of FY17

25 SaaS customers signed to VolparaEnterpriseTM software, including
significant US “luminary sites”

[Joshuatree]

VHT clearance in Taiwan Download Document 280.42KB (https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL4wq4y hf3v%2BFx67FiGug%3D)

Sold half my BOT today in current meltup. Hope there is a good reason for it.

[macduffy]

Has anyone looked at Polynovo, PNV, lately? Shareprice climbing steadily on encouraging news.

Disc: Not holding but interested.

[showstring]

CYP - Cynata Therapeutics is looking good at this price level. Feels like it might be ready for some upside.
Few recent independent research reports published with significantly higher share price targets. Potentially significant phase 1 clinical trial news expected towards end of year...

http://cynata.com/category/news/

DYOR
first batch of phase1 trial news is positive
stock getting some interest

still feel it should be a lot higher market cap than at present (easily 5x higher)

dyor

[showstring]

More positive news and price action for CYP lately

15 Jan 2018 price was 58c
Current price today at 28 March 2018 is around $1.45

market cap still potentially small at $130m
no revenues yet etc, but tech looking very promising

[Joshuatree]

MEB the mental health check app is now available and companies are using it, as diverse as Rio Tinto and the AFL rugby league.
Download Document 152.6KB (https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL4wa8w RHwv%2Fp8%2FbFiGug%3D)

[Joshuatree]

VHT great stuff s/p strong after 60c spp. 83.5c atm close to a new high. Sales ramping up big time.

2018 FINANCIAL RESULTS AND CAPITAL RAISE UPDATE
Highlights:


Total revenue from contracts with customers up 53%
Revenue from VolparaEnterprise customers up 1,945%
Cash receipts from customers exceeded NZ$3m for the first time
Gross margin has increased to 70%, up from 63% in FY17
Net loss after tax improved 8%, reducing from NZ$9.6m in FY17 to NZ$8.8m in FY18
Completion of a successful A$20 million capital raise
Wellington, NZ, 29th May 2018: Volpara Health Technologies (“Volpara”; ASX: VHT), a medical technology company whose AI imaging algorithms assist the early detection of breast cancer, has today released its full-year results for the financial year ended 31 March 2018.
The company has delivered strong year-on-year growth as a result of the successful transition, only begun in FY17, from a predominantly capital sales model to a Software as a Service (SaaS) model, as illustrated in the table below:



]SaaS revenue
Capital revenue
Service maintenance agreements revenue Other revenue
Total revenue
Total income, incl. grants
Gross margin percentage (%)
Net loss after taxes (NZ$’000’s)
Cash receipts from customers (NZ$’000’s)Total no. of VolparaEnterprise contracts signed Market share (No. & % of US women) (‘000’s) Annual Recurring Revenue (ARR) (NZ$’000’s) Total Contract Value (TCV) (NZ$’000’s)

FY18NZ$’000
1,902 575 304 31
2,812
3,535
70 (8,818) 3,068 57 1,297 (3.2%) 3,571 11,200

FY17NZ$’000
93 1,527 219 -1,839 2,047
63 (9,571) 2,270 14 294 (0.7%) 1,104 4,100

$ VarianceNZ$’000
1,809 (952) 85 31
973
1,488
7 753 798 43 1,003 2,467 7,100

% Variance
+1,945% -62% +39% +100%
+53%
+73%
+11% -8% +35% +307% +341% +223% +173%


]]Volpara CEO Dr Ralph Highnam said of the results: “These results reflect the tremendous progressthat has been made in FY18, where we met all our objectives, including increasing ARR by more than 200%, while keeping costs mostly in line with FY17 and increasing our market share to more than 3% of US women. It is pleasing to see our progress now beginning to be reflected in the financial results we are delivering.”
Cash on hand was NZ$4.84m as at 31 March 2018, and now is approx. NZ$24.5m after the successful placement and share purchase plan which has since raised A$20m for the Company.
“We have continued to develop VolparaEnterprise throughout FY18 while also making tremendous advances in our product pipeline, with some exciting new products set to be released to the market towards the end of the calendar year,” Dr Highnam said. “These products will help to ensure we have happy customers and at the same time draw more customers in and increase price per woman. With the successful capital raise, we now have the funds necessary to continue our strong growth, but as always we are still very much focused on preserving and improving shareholder value with prudent spending.”

[DarkHorse]

MEB the mental health check app is now available and companies are using it, as diverse as Rio Tinto and the AFL rugby league.
Download Document 152.6KB (https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL4wa8w RHwv%2Fp8%2FbFiGug%3D)

Thanks for the heads-up JT, interesting company. Have you looked into their competition and/or could you comment on their "moat" and competitive advantage beyond being pioneers?
Thanks! DH

[Joshuatree]

No comment to make there DH.Am looking to take profits at some point, this has turned into a long trade partly due to my belief and partly to my lack of discipline(should have sold way back for a smaller gain and moved on) and yes competition will come or is already there.

Then again sold BOT too early and missed the stellar rise. sa la vie

[DarkHorse]

Fair enough...same story with some of my smaller holdings...c'est la vie?

[Joshuatree]

VHT Volpara , kiwi digital health firm on the ASX. Targeting $9 million sales in the next year. (i hold)
Volpara Health Technologies exceeds revenue goal - Scoop NZ (https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=6&cad=rja&uact=8&ved=0ahUKEwjRlsPO6vnbAhXPAIgKHYRgBCwQFghiMAU&url=http%3A%2F%2Fwww.scoop.co.nz%2Fstories%2FBU180 4%2FS00028%2Fvolpara-health-technologies-exceeds-revenue-goal.htm&usg=AOvVaw2tnWjryV3I7tWIRyQ_qgEc)
https://youtu.be/-xc4nsy2FJ8
Download Document 6.68MB (https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL4wa0w BD2v%2BFx67FiGug%3D)

[Joshuatree]

VHT keeps ticking boxes

Volpara Health adds new customers, lifts annual recurring revenue in 1st qtr (http://www.sharechat.co.nz/article/c3d2effd/volpara-health-adds-new-customers-lifts-annual-recurring-revenue-in-1st-qtr.html)
http://www.proactiveinvestors.com.a...ts-and-international-sales-networks-9761.html (http://www.proactiveinvestors.com.au/companies/stocktube/9761/volpara-health-technologies-developing-products-and-international-sales-networks-9761.html)

[Joshuatree]

VHT another big tick for this NZ company


Download Document 110.56KB (https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL4g65z xD3v%2BFx67FiGug%3D)

[Joshuatree]

VHT at a new high up 15% today.Am staying with this trend!



Screening 3.2% of USA women atp.

https://youtu.be/TWx3hlCi8r0

[Joshuatree]

VHT up another 11% today
https://www.livewiremarkets.com/wires/nine-high-conviction-stocks-in-october

[Joshuatree]

VHT complete bounce back today on more good developments
Download Document 145.29KB (https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL4g%2B 8yBf2v%2BFx67FiGug%3D)

New Zealand Breast Screening First to Utilize Volpara AI Software to Improve Mammography Quality



Volpara is in multiple large-scale trials with public screening programs across Europe and APAC of its Enterprise software, including the PROCAS II project with the NationalHealth Service in the UK, one of the world’s largest screening programs. BreastScreen Central is the first such organization in the world to purchase the VolparaEnterprise software to use as a key component of its quality assurance protocols, monitoring breast compression, positioning and other factors to improve the consistency of mammographic imaging and patient experience.

[Joshuatree]

VHT Excellent result in whats normally a slow time of year. Reoccurring rev and take-up adoption getting better and better , lots of global growth ahead imo.
Appendix 4C - quarterly (https://hotcopper.com.au/threads/4509535/)

[DarkHorse]

OPTHEA: latest edition of Bioshares highlights excellent trial results to date (vision improvements) and potential for patient investors to be "very well rewarded" - see summary in today's HC post

[Joshuatree]

Thanks heres the detail to make it interesting
Ticker OPT
Opthea CEO Presentation of Trial Updates at OIS@AAO 2018 (https://hotcopper.com.au/threads/4506781/)

[Joshuatree]

VHT, new high today on no news ,just plenty of belief that this will be a global local.

[Joshuatree]

"HY2019 has seen Volpara continuing to mature into a major player in the US breast imaging market. Just over 5.4% of women being screened (approximately 2.1M+) are now being actively analysed by a Volpara product. By the financial year end this is forecasted
to rise to 9.0% of women, a significant level of penetration into the world’s biggest breast imaging market. Volpara, with much of its breast imaging analytics data flowing to the cloud, now has one of the biggest cross-vendor data sets in mammography, a powerful asset not only for finding key insights to help detect breast cancer early but also for developing new products that can help increase our average price per patient (ARPU)."
Half Year Accounts 26 pages 4.0MB (https://www.asx.com.au/asx/statistics/displayAnnouncement.do?display=pdf&idsId=02049058)

[Joshuatree]

VHT 3rd Qtr results in late Jan will be the big reveal here.
https://www.morgans.com.au/Blog/2019/January/Volpara-Health-Technologies

[Joshuatree]

Volpara using AI and Microsoft here in NZ

https://news.microsoft.com/en-nz/20...a-taps-ai-in-the-fight-against-breast-cancer/ (https://news.microsoft.com/en-nz/2019/03/12/kiwi-firm-volpara-taps-ai-in-the-fight-against-breast-cancer/)
Investor Newsletter (https://hotcopper.com.au/threads/4646229/)

[percy]

Well I have just received my VHT entitlement and acceptance form delivered by Courier Post.
Phoned Craigs, who advise me they can not meet the 5 pm tomorrow night deadline.
Have emailed corporateactions@boardroomlimited.com.au and sugested next time they send them a day earlier.

[percy]

Well I have just received my VHT entitlement and acceptance form delivered by Courier Post.
Phoned Craigs, who advise me they can not meet the 5 pm tomorrow night deadline.
Have emailed corporateactions@boardroomlimited.com.au and sugested next time they send them a day earlier.
I phoned Volpara this morning.
Then received email from Boardroom.
Looks as though I am being accommodated.
Thank you Volpara investor relations.

[DarkHorse]

Opthea OPT up 119c to $2.04 today on excellent trial results :t_up:

[Joshuatree]

Thats 138% UP , WOW Congrats DH!.

[DarkHorse]

Thanks JT. It's the one and only biotech I've held in recent years. Not sure if that means I'm smart or lucky :)

[percy]

Thanks JT. It's the one and only biotech I've held in recent years. Not sure if that means I'm smart or lucky :)

If you are smart you find luck follows you.!

[penn]

ACW not quite a Bio-tech but I picked up a few this morning, and more than doubled this afternoon I think you will hear about them on the 'telly' in the next few days. actinogen-medical-breakthrough-study-results-alzheimers-drug-xanamem/. Good luck all!

[Joshuatree]

UP 466.7% penn !!!:mellow::confused::eek2::cool::D:sleep::glare:: drool::cursing::crying::angry::blink::scared::t_up :
How did you time into that annoucement , a breakthrough for Alzheimer effects reduction by the early days looks.
Download Document 2.63MB (https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvTDYD5wm7w BiZofRuke92GA%3D%3D)

[penn]

UP 466.7% penn !!!:mellow::confused::eek2::cool::D:sleep::glare:: drool::cursing::crying::angry::blink::scared::t_up :
How did you time into that annoucement , a breakthrough for Alzheimer effects reduction by the early days looks.
Download Document 2.63MB (https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvTDYD5wm7w BiZofRuke92GA%3D%3D)

Yes! All about timing, I have been watching ACW for a while, and on Friday they went into trading halt, and when I scanned the first five lines of that release, yesterday I hit the 'buy' button while still in the pre-open. It may have a turbulent day today, but i'm in for the long run now. I would love to get my hands on that 'Smart-pill' I need it sometimes! :D:D

[DarkHorse]

I planned to look at buying ACW last night, then put it off 24hours due to other commitment...meantime up 27% today!
Still interesting. Cortisol hypothesis appeals; just wondering if existing cortisol blocking drugs could also be used to treat Alzeihmers?

[Joshuatree]

Any long suffering holders in MSB? How many cap raises and placements with holy grail promises? must be hard for those who have kept tipping funds in for years on hopes and prayers ,to think about crystallising a loss or continuing to support this company. Another dilution coming up re 8 or 9% with this latest placement.

Mesoblast Raises US$110M Led By US Strategic Investor Group 3 pages 203.5KB (https://www.asx.com.au/asx/statistics/displayAnnouncement.do?display=pdf&idsId=02348907)

[Joshuatree]

Resmed has hit $40. Priced for perfection, any juice left here? Still holding some of my original purchase(@ $6.65)

[RGR367]

I'm including CHM on this thread now that coverage has been initiated. Gut feel says it will need its own thread eventually though :cool: https://www.proactiveinvestors.com.au/companies/news/964242/chimeric-therapeutics-has-coverage-initiated-by-diamond-equity-research-attracts-a-1-04-price-target-964242.html