Cogstate’s H1 Hit Is a Timing Story, Not a Demand Story
Cogstate Ltd (ASX:CGS) delivered a business update this morning that reset expectations for its H1 FY26 revenue timing and margin outlook, which triggered a sharp 22% sell-off. The market reacted to near-term revenue being pushed into the back half of the year due to…
Healthcare Stocks
Immutep Lands Global Deal With Dr. Reddy’s
Immutep (ASX:IMM) surged 23% at market open after announcing a new strategic partnership through a collaboration and licensing agreement with Dr Reddys Laboratories, a major global pharmaceutical company based in India. Under the deal, Dr Reddys secures exclusive rights to develop and commercialise Efti across all markets outside…
On Monday December 22, the ASX quarterly rebalance will be effective. Stocks will be promoted into new indices, while others will be demoted. It is important to note from the outset the June and December rebalances only involve the ASX 50, ASX 100 and ASX 200 indices whilst the March and September rebalances also involve…
TLX Delivers Clinical Progress
It’s good to finally see some positive news from Telix Pharmaceuticals (ASX:TLX) after a relatively quiet period, especially following recent market nerves around the FDA slowdown and a few ASX announcement missteps. Today, the company reported an important milestone in its PROSTACT Global Phase 3 trial, confirming that the first patient…
The tables have turned, and shareholders face a key decision as the 10 December deadline approaches.
Mayne Pharma (ASX: MYX) has turned the tables on US suitor Cosette Pharmaceuticals, issuing a termination notice alleging "wilful and intentional" breaches of their A$672 million takeover agreement. The Adelaide-based company, which spent much of 2025 fighting Cosette's attempts…
Saluda Medical (ASX:SLD) listed on Friday after raising AU$230 million at AU$2.65 per share, marking a rare bright spot in an otherwise quiet year for ASX biotech debuts. Unlike most life sciences IPOs that arrive with little more than clinical-stage promise, Saluda Medical already generates US$70 million in annual revenue and is targeting US$82 million…
Optiscan Imaging (ASX: OIL) has partnered with Australian Clinical Labs to launch Australia's first-in-human head and neck cancer imaging study. The ground-breaking study will recruit 50 patients at the St John of God Healthcare campus in Murdoch and will be led by prominent Perth head and neck cancer surgeon Dr Chady Sader. For investors tracking…
Epiminder (ASX: EPI) made its ASX debut on Monday after raising $125 million at $1.50 per share, giving the company a market capitalisation of approximately $325 million. The Melbourne-based medtech is backed by hearing implant giant Cochlear (ASX: COH), which holds a 36% stake following the listing. For investors, the critical question now is whether…
Paragon Care (ASX: PGC) is betting big on Asia. The healthcare distributor, currently trading near its 52-week lows around $0.29, has struck a $70 million deal to acquire Haju Medical, an Indonesian aesthetics business that sells devices and injectables to dermatologists and cosmetic surgeons. This is the company's second acquisition in just four weeks, signalling…
Mayne Pharma in Freefall: Regulatory Hurdle Threatens $672 m Buy-out
Mayne Pharma (ASX: MYX) has suddenly become one of the most talked-about stocks on the ASX after the federal Treasurer raised serious national-interest concerns about its proposed takeover by Cosette Pharmaceuticals. The company that looked like it was on the cusp of being acquired is now…
