Mesoblast Lifts on Ryoncil Growth
Mesoblast (ASX:MSB) delivered a very strong performance this morning following a positive guidance update for Ryoncil, its cell-based therapy and the only FDA approved treatment for steroid refractory acute graft versus host disease. This is a serious and often life-threatening condition with limited treatment options, which helps explain the growing…
Codan Finds Its Signal
Over the past week, Codan Limited (ASX:CDA) has surged by around 30%. For a company with a market capitalisation above A$5 billion, this represents a meaningful re rating by the market. Today’s trading update helps explain why.
Codan reported group revenue of A$394 million, up 29% on the prior period, indicating that…
Anthropic Raising $10bn at US$350bn valuation
Anthropic is completing a US$10 billion funding round at an implied valuation of around US$350 billion, with the raise expected to be led by GIC and Coatue. If confirmed, this would represent a significant step up from valuation levels discussed only a few months ago and highlights the continued…
Alcidion Secures Preferred Supplier Status for Major UK EPR System Worth Over A$35M
Alcidion shares rose 15% today following a strong commercial announcement that the company has been selected as the preferred supplier for a new electronic patient record system at University Hospitals Sussex. While the contract has not yet been formally signed, Alcidion has…
From Battlefield to Main Street
Elsight (ASX:ELS) has secured its first commercial order in calendar year 2026 from a US public safety customer, with a purchase order value of approximately A$682k. This is an important step for the business as it demonstrates early traction beyond pure defence markets and highlights the potential to broaden its…
Europe Reloads as €150B Defence Spend Sparks Fresh Growth Momentum
DroneShield (ASX:DRO) has staged a sharp recovery, rising more than 100% over the past month. For those who have been following our coverage, we have written extensively on the company’s growth trajectory and long term opportunity.
In our recent analysis, we focused on the underlying fundamentals…
CurveBeam AI Gets the Green Light
CurveBeam AI (ASX:CVB) shares surged 20% today after the company received formal China ODI approval for its previously announced strategic investment supporting long term expansion into China. Importantly, this is not a new transaction. Rather, it represents a key regulatory greenlight that allows Chinese capital to legally move offshore…
4DMedical Takes Flight
4DMedical (ASX:4DX) announced today that UC San Diego Health has commenced commercial clinical use of its CT VQ software, a meaningful milestone that further validates the company’s technology. Following the announcement, the stock reached a new all time high of A$4.70 per share. This marks the company’s fourth major academic medical centre…
Adisyn Hits Development Milestone
Adisyn (ASX: AI1), through its subsidiary 2D Generation, announced today that it has successfully deposited a graphene-like carbon layer using an atomic layer deposition (ALD) tool at low temperatures. This is a meaningful technical milestone.
To understand why this matters, we will look at how modern semiconductor chips are manufactured and why…
Silex Missed the Big One
Shares in Silex Systems (ASX:SLX) fell 26% today after the company provided an update on US government funding outcomes for its uranium enrichment technology. While the headline included a positive award, the market reaction was driven by what Silex did not receive rather than what it did.
Silex disclosed that its…
