$100bn biotechs like Vertex Pharmaceuticals (NDQ:VRTX) typically get to their position through 'blockbuster drugs' with periods of market exclusivity, which eventually come to an end and cause revenues to fall as cheaper biosimilars come onto the market. The average biotech is facing a loss of revenue of 38%. Of course, some are higher (i.e. Amgen…
Healthcare Stocks
Record Sales Drive 47% Surge in Genetic Signatures Shares
Genetic Signatures (ASX: GSS) caught the market’s attention today, surging 47% after releasing a quarterly update that marked a major turning point. The company reported record sales of A$5.4 million for Q1 FY2026, up 20% from the previous quarter and 15% year-on-year its strongest performance since…
There's a Biotech Patent Cliff coming over the next decade! Investors aren't giving this much attention, but we think they should because it could cause substantial upheaval in the biotech sector.
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What is this 'patent cliff'?
A patent cliff in…
Telix Pharmaceuticals (ASX: TLX) has been one of Australia’s most talked-about biotech stories ... a company that once soared on excitement, stumbled through FDA delays and accounting scrutiny, and is now showing early signs of revival. After a turbulent stretch that tested investor patience, the company has released its FY25 (ending December) guidance, and the…
The dream run Pfizer had during the pandemic was not going to last forever. But while certain companies that derived a windfall during the pandemic (one example being Sonic (ASX:SHL)) had decent businesses pre-COVID and began to 'normalise' post-pandemic, Pfizer has continued to decline (shares have dropped another 12% in 2025).
What are the Best ASX…
Biotech company Mesoblast (ASX:MSB) is the ultimate definition of a rollercoaster company. As of October 7, 2025, it is capped at $3.2bn, which makes it the third largest 'biotech' behind CSL and Telix (note: we're just talking biotechs, not healthcare stocks more broadly - although if you include all healthcare stocks, MSB still makes the…
Oceania Healthcare (ASX/NZX: OCA) surprised the market today with a 16 percent surge after unveiling its 2025 Investor Day presentation. The company laid out a clear, disciplined roadmap to FY31, outlining plans to strengthen its balance sheet, boost operational performance, and scale its aged care and retirement village portfolio across New Zealand. For a stock…
PainChek (ASX:PCK) has among the most admirable medical technologies there is, in the form of an app that can detect pain in non-verbal patients.
Unfortunately, there has been pain for investors along the way. When it was announced that it was participating in a clinical trial the Morrison government was investing $5m in back in 2019,…
Cyclopharm (ASX:CYC) is a rare species - an ASX stock that is approved in the US market. However, its share price has gone in the opposite direction. Cyclopharm has not had as fast an uplift as other companies have had and still makes most of its sales from other jurisdictions. A lawsuit from 4D Medical…
Hear the term 'Activist investors' and you might think of GetUp, the progressive activist group that forced Woolworths to hold an EGM in 2014 in an attempt to limit the maximum bets on poker machines to $1. Or perhaps even of ESG-focused fundies like Australian Ethical (ASX:AEF). The reality is a lot more complicated and…
