The sharp retreat in global biotech valuations is creating rare buying opportunities as investors flee ‘riskier’ sectors on the back of rising rates, dwindling liquidity and heightened geopolitical tensions.
Read MoreThe issue of drug pricing is not straightforward. The common perception of ’evil pharma’ or governments attacking innovation is unhelpful and oversimplifies a complex challenge.
Read MoreCorporate Connect analyst Marc Sinatra has released a comprehensive research report on Antisense Therapeutics (ASX: ANP), placing a 12-month target on the company of $0.55 per share.
Read MoreAfter coronavirus vaccines made biotech the standout performer in 2020, the sector has faced a major reckoning this year, leaving many investors wondering why.
Read MoreThe attached video covers biotech company Immutep’s latest news on their Lymphocyte Activation Gene-3 (LAG-3) treatment and outlook for the coming 12 months.
Read MoreCSL announced late Tuesday that it has struck a deal to buy Swiss-based Vifor Pharma Ltd for $A16.4 billion, its biggest deal since listing in 1994.
Read MoreAfter weeks of speculation that CSL was looking to bid for Swiss pharma firm Vifor, the companies have today confirmed they are in talks.
Read MoreThe need to safeguard the health of large populations continues to create opportunities that leverage the innovation of biopharmaceutical and lifescience tools manufacturers.
Read MoreWhat has long been a subject of science fiction—a totally immersive virtual world inhabited by all of humanity—is increasingly a part of Big Tech companies’ plans for future growth. And the winner is…
Read MoreIn a first time exclusive hear from Antisense Therapeutics (ASX: ANP) Managing Director & CEO – Mark Diamond, Chair – Charmaine Gittleson & Non-Executive Director – Gill Price.
Read MoreGAM Investments’ Jenna Denyes reviews some encouraging recent developments as the biotech and pharmaceutical industries continue to make impressive progress against Covid-19.
Read MorePresenter – James Garner CEO & Managing Director – Kazia Therapeutics Limited (ASX: KZA, NASDAQ: KZIA) is an innovative oncology-focused biotechnology company based in Sydney, Australia. Kazia’s pipeline includes two clinical-stage drug development candidates and is working to develop therapies across a range of oncology indications.
Read MorePlatinum’s resident virologist and portfolio manager Dr Bianca Ogden chats with Douglas Isles on how increased funding and computing power is transforming the healthcare sector.
Read MorePerpetual portfolio manager Thomas Rice takes us through the sectors he currently likes, key trends ahead for innovation investment and a ‘truly transformational’ US disruptor.
Read MoreResApp Health (ASX: RAP) is developing digital healthcare solutions to assist doctors and empower patients to diagnose and manage respiratory disease.
Read MoreFollowing on from his previous report on the company, Corporate Connect analyst Marc Sinatra has today published an updated analysis of ASX-listed biotech Immutep Ltd (ASX: IMM), valuing IMM at $A2.20 per share.
Read MoreCorporate Connect analyst Marc Sinatra has released an update of his previous research report on Antisense Therapeutics, placing a 12-month price target on the company of $A0.48.
Read MoreIn this video, John Hall from T. Rowe Price looks at the three drivers of innovation in the biotech industry that are creating investment opportunities that will help shape the future of medicine.
Read MorePengana Fund manager James McDonald provides insight into why he believes biotech Immutep is very well placed to benefit from the current environment and how it fits in the portfolio structure.
Read MoreSometimes the most brilliant ideas can also seem like the simplest.
Read MoreRegenerative medicine company Regeneus is at the forefront of providing a novel, stem cell-based therapy for knee osteoarthritis which afflicts hundreds of millions of people worldwide.
Read MoreThomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreGenetic Signatures’ growth strategy is about building its customer numbers, the range of its proprietary tests for COVID-19 and a range of viral, protozoan, fungal and bacterial infections.
Read MoreHumanity has a profound demographic problem and it’s not overpopulation. On the contrary, men are becoming more infertile and the quality of their sperm is deteriorating, leading to health problems.
Read MoreThomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreManaging Director and CEO Mark Diamond discusses the key highlights of the quarterly results for Antisense Therapeutics and other recent company news of note.
Read MoreAustralian biotech company Immutep has announced it has completed the second tranche of its institutional placement at an issue price of A$0.52 per share to raise approximately A$46.3 million.
Read MoreThomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreJanus Henderson’s Andy Acker and Agustin Mohedas explain how a new drug targeting a common mutation found in tumours could benefit patients and biopharma alike.
Read MoreThomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreThomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreThe US Food and Drug Administration’s approval of a new treatment for Alzheimer’s disease suggests a sea change in the regulator’s attitude to green-lighting novel drugs for difficult-to-treat illnesses.
Read MoreShares in New Zealand medical technology group Fisher & Paykel Healthcare took a pounding yesterday despite the company turning in a stellar result for its 2021 financial year.
Read MoreThomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreThomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreThomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreThomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreThomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreKazia Therapeutics has announced that it has entered into a worldwide exclusive licensing agreement and a master services agreement with Evotec SE, a leading European drug discovery and development company.
Read MoreThomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
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DOWNLOAD RESEARCH REPORTSecures binding contract with Tier-1 OEMUS based anode active project gathers momentumMagnis Energy Technologies (MNS.ASX) – MNS is planning an anode active facility in the US and recently announced a binding, yet conditional, contract for the supply of anode active with Tesla. The contract is for a minimum 17.5kt/year with an option to purchase another 17.5t/year. Conditions precedent carry a tight development timeframe, with first production scheduled for February 2025. Site selection is underway and co-locating with an OEM on a brownfields site makes sense. Long lead items have been ordered and detailed engineering and design is expected to commence soon. |
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December Quarterly Report: Q2 FY2023Looking past the rain – there’s a rainbow.TerraCom released their operating results for the December quarter FY2023 with operating metrics being in line with our forecasts. Unseasonal rains in both Australia and South Africa contributed to operational and logistical issues across all mines, however guidance for annual production at Blair Athol is unaffected and highlights the quality of TerraCom’s skills in operational management. We continue to like the stable operating metrics around the company’s Australian operations and see potential for the South African operations to benefit from increased management focus given the rationalisation of operations following the closure of the Ubuntu mine. Corporate Connects overall financials remain unchanged as does our target price of $1.35 share. We maintain our forecast for a fully franked quarterly dividend of 7.5c/share to be paid in the March and June quarters of FY2023. |
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DOWNLOAD RESEARCH REPORTHigh performance synthetic anode & cathode materials Building a US based materials supply chainNOVONIX (ASX:NVX) – is scaling a synthetic anode materials plant in the US and piloting nickel rich cathode material in Canada. Why? China is dominant and growing – 100% of global natural anode and 68% of synthetic anode is refined in China. In short, China controls the global midstream battery chain by controlling 60% of chemical refining, 87% of anode manufacturing, 61% of cathode manufacturing and 73% of battery manufacturing. It is global battery supply and price domination at scale. |
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DOWNLOAD RESEARCH REPORTAntisense Therapeutics (ANP) Taking a Quick Approach to Long COVIDThis report looks at the results of a collaborative study Antisense undertook which looked at the largest protein expression database in Long COVID-19 patients who experienced neurologic symptoms well after the primary or acute SARS-CoV-2 infection was considered over (Groups 1 & 2, with 48 subjects Group 2 comprising a single patient from a different clinical site). The symptoms and others experienced by such patients result in a highly significant amount of illness, possibly more than all primary SARS-CoV-2 infections i.e COVID-19. |
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DOWNLOAD RESEARCH REPORT4Q reveals more focus on profit and cash flow• LBY’s 4Q FY22 quarterly activities update showed continued solid growth in top line metrics, albeit slowing, with GMV of NZ$203m (+26% on pcp) and income of NZ$12.1m (+23% on pcp).
• Net Transaction Margin (NTM) disappointed at -0.5%, due to further increase in credit losses from 4.0% to 4.9% of GMV. However, new fraud and credit risk management tools have seen losses recover materially with NTM back to 1.2% in March and LBY is confident of further recovery in coming months.
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DOWNLOAD RESEARCH REPORTSigns MOU with Ford Company – Kachi is now sold out!Lake Resources (LKE. ASX) – LKE has signed two non-binding MOU’s in the space of 10 days. Ford Company (Ford) has signed an MOU for ~25,000t/year and last week Hanwa, a Japanese commodity trader signed a MOU for up to 25,000t/year. Subject to execution, this is an amazing feat as Ford and Hanwa are prepared to enter into longer-term strategic partnerships with LKE. Commercial negotiations are still ongoing but are expected, especially if Ford & Hanwa inject new equity into LKE, to further de-risk the project financing & thus ensure LKE and Kachi are fully funded. |
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DOWNLOAD RESEARCH REPORTStrategic Vanadium-battery growth with Titanium & Iron earnings resiliencyTNG Ltd is an ASX-listed technology owner and developer of the world-class Mount Peake near-surface vanadiferous titanomagnetite deposit. To unlock value, TNG will concentrate ore from its central Northern Territory mine for processing through its patented TIVAN® process produce three premium quality revenue streams: hi-purity vanadium pentoxide (V2O5) for steel alloys and Vanadium Redox Flow batteries, a quality titanium pigment for paints and a premium steel input with >64%Fe iron ore fines. |
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Promising exploration and development update while SOP prices continue to riseTwo recent gravity surveys have considerably exceeded expectations and revealed potential for extensions to the existing MRE at Lake Throssell, plus a material growth opportunity at Lake Yeo. This reinforces the potential for a multi-decade, Tier-1 SOP production hub based around Lake Throssell. TMG is currently completing work towards the PFS due early 2023, including drilling to start in Q3 2022, evaporation trials and permitting activities. Results from these programs will support the PFS and any future resource upgrade. Benchmark SOP prices have risen to ~US$940/t due to recent geopolitical developments. The Oct 2021 Scoping Study assumed a SOP price of US$550/t and contained a sensitivity analysis showing every 10% increase in price drives a +$144m increase in the project NPV of $364m. The c.70% increase above the Scoping Study thus implies a project NPV of ~$1.4bn. |
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DOWNLOAD RESEARCH REPORTIncreasing our TargetDespite the lower realised oil and gas price, which fell by 5.4% and 19.7% respectively in August, Calima managed to show improvement in its key business metrics. We expect higher production in November due to the contribution by the new Thorsby wells which will be drilled in August/September which will see Calima meet its 2021 production guidance of 4,500 boe/d. |
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DOWNLOAD RESEARCH REPORTEmerging Financial Wealth Advisory GroupWT Financial Group Limited (WTL) is a growing diversified financial services company, founded in 2010 and listed on the Australian Stock Exchange (ASX) in 2015. Its advice and product offerings are delivered primarily through a group of independent financial advisers operating as authorised representatives of WTL under its Wealth Today Pty Ltd (Wealth Today) and Sentry Group Pty Ltd (Sentry Group) dealer group operations. It has around 275 advisers across more than 200 financial advice practices Australia-wide. It also operates a direct-to-consumer operation under its Spring Financial Group brand. |
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DOWNLOAD RESEARCH REPORTImmutep Taking the Fight to CancerIn May 2021, Corporate Connect analyst Marc Sinatra published a comprehensive research report on ASX-listed biotech Immutep Ltd (ASX: IMM). So impressed was he with IMM that Corporate Connect felt it imperative that a follow-up report be released placing a valuation on the company, because the market was not seeing the vast potential of eftilagimod alpha (efti). This follow-up report has been released today. Using comparables, after adding cash back to their EV estimate and dividing by the total number of issued shares, Corporate Connect now places the fair value of an Immutep share at $A2.20. |
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DOWNLOAD RESEARCH REPORTMarket leading lifelong learning platform technology company in Australia and SE AsiaPayGroup (PYG) delivers multi-country BPO services and cloud SaaS HCM solutions, assisting companies to manage employees in multiple, complex jurisdictions. The company has many growth opportunities, including new clients, new jurisdictions, new products, partner expansion, and new revenue sources. PYG’s scalable business model allows operating leverage and with savings from in-housing third party technology, support margin expansion. |
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DOWNLOAD RESEARCH REPORTMarket leading lifelong learning platform technology company in Australia and SE AsiaOpenLearning (OLL) is a higher education technology company that operates a scalable online learning platform through a software-as-a-service (SaaS) business model and provides a global marketplace of high quality courses for learners of all levels. Its primary customers are education providers based in Australia and South-East Asia (primarily Malaysia). OLL started operations in Australia in 2012 and expanded to Malaysia in 2015, Singapore in 2018, and recently also Indonesia. |
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