Will Ozempic hurt healthcare stocks? Investors who've been selling healthcare stocks left right and centre - except Novo Nordisk of course, now the largest stock in Europe by market capitalisation - believe it will. But even though we hear these arguments loud and clear, we think these fears are overblown.
Ozempic is a weight-loss drug that…
Healthcare Stocks
ESG investing is becoming increasingly popular with investors. But as this happens, it begs the question as to just how you can tell if an applicable stock or fund is ESG friendly?
So how can I tell if my stock or fund is ESG compliant?
As tough as it is to disappoint our readers, there is no…
Developing a cancer drug is a long journey, but Immutep (ASX:IMM) is more towards the end than the start. A few months ago, when it received its latest capital injection (of $100m), the company told its investors it was less than three years away from commercialising its cancer drug.
Immutep's share price may not suggest it…
Recce Pharmaceuticals (ASX:RCE, FSE:R9Q) is a Phase 3 ASX biotech that is close to unlocking its market opportunity. It is expecting to complete its Phase 3 trials during FY26 (the 12 months starting on July 1, 2025), and success here would lead to unlocking of market opportunities worth a cumulative US$9.1bn. Specifically, the global DFI…
After many decades at the helm of Berkshire Hathaway, Warren Buffett is retiring. After founding his empire in 1965, he built it into a US$1tn+ empire owning many of America's best companies and profiting off them. But of course, all good things must come to an end - at least a tenure led by the…
Dimerix has been targeting a US licensing deal for DMX-200 and the dreams are now a reality as of this morning! The company already had licensing deals with 2 companies for other jurisdictions, but not for the US (or China) which were and are larger opportunities. But this morning, it unveiled the deal to shareholders…
What would you have thought if you were told 5 years ago you would see Telix Pharmaceuticals as a successful story? It would have been possible believe back in those days, but it was still far from certain it would be the case. The recent example of Opthea shows biotech is a risky business and…
Neuren Pharmaceuticals (ASX:NEU) is an ASX biotech company that has had a stellar past few years, but it is now facing the question: 'Where to now?' Companies with just one asset targeting one indication in just one jurisdiction can only go so far, and that is the step Neuren is at with Trofinetide.
Its true that…
CSL has been hit more than most other stocks due to Trump tariffs. While many companies being sold off merely 'could' be impacted, this company almost certainly will be impacted. And if it is, the company's promise of 'double-digit earnings growth' for the rest of the decade might not be kept.
CSL is the ASX's largest…
Orthocell (ASX:OCC) is the latest ASX biotech to obtain FDA approval. Its nerve repair product Remplir was already approved in Australia, New Zealand and Singapore, plus approval is pending in Canada and Thailand. But the US was the biggest piece of the US$3.5bn pie that is the company's global addressable market, and now it is…
