Rebound gains fuel as FDA orphan tag backs 38-patient efti data
Immutep (ASX:IMM) has received FDA orphan drug designation for eftilagimod alfa, or efti, in soft tissue sarcoma. This is not approval to sell the drug yet, but it is still a meaningful regulatory step because it recognises soft tissue sarcoma as a rare cancer…
Healthcare Stocks
The ASX's 3 pathology stocks: Sonic Healthcare (ASX:SHL), Healius (ASX:HLS) and Australian Clinical Labs (ASX:ACL); have delivered a torrid experience for shareholders over the past two to three years.
Sonic, the global heavyweight, has fallen nearly 20% since early 2025 and recently traded at decade lows. Healius, long the sector’s problem child, has lost more than…
Pro Medicus Secures A$80M Amid 60% Selloff
Pro Medicus (ASX:PME) jumped 4.3% on Monday after securing a A$37 million contract renewal with Northwestern Medicine at higher per-exam fees than its original deal. That single win pushed total contract announcements to nearly A$80 million in just one month. Yet the stock still trades around A$132, down…
$40m Regeneron cheque validates RLS as 49m shorts watch
Telix Pharmaceuticals (ASX:TLX) is building momentum after the positive NDA update for Pixclara, its PET imaging agent for glioma, a form of brain cancer. Today, the company added to that momentum by announcing a 50/50 partnership with Regeneron to develop and commercialise a new generation of…
Many investors may prefer stock market sectors with high margins over those with low margins. Profit margins are one of the simplest signals investors reach for when assessing business quality, yet they are also one of the most frequently misread.
It is tempting to treat margins as a scoreboard and just say high is good and…
Radiopharm Theranostics (ASX:RAD) is increasingly defined by whether its lead imaging asset RAD101 can convert encouraging mid-stage data into a credible registrational pathway, against a backdrop where clinical and execution risk remains high. The company has assembled a broad oncology radiopharmaceutical pipeline, but its near-term valuation still centres on whether one program can move from…
Telix Pharmaceuticals, The Clock Is Now Running
For many investors following Telix Pharmaceuticals (ASX:TLX), the story has been the sharp fall in the share price after the FDA setback, with the stock dropping almost 70% from its high to its low. What is becoming clearer now is that the company is taking real steps toward…
Pro Medicus (ASX:PME) Rallies on $23m Maryland Contract. Is This the Dip Investors Should Be Buying?
Pro Medicus jumps on new US contract
Pro Medicus (ASX:PME) jumped more than 8% on Wednesday after sealing a five-year, A$23 million contract with the University of Maryland Medical System. The deal will roll out PME's cloud-based Visage 7 imaging platform across a network of 11 hospitals and more than 150 care locations. Good news,…
Mesoblast Shares Fall Despite Record Sales
Mesoblast (ASX: MSB) shares fell around 7% on Tuesday, trading near A$1.98, after the company reported its best-ever quarterly Ryoncil sales. Net sales for the quarter ended March 31, 2026, came in at US$30.3 million, with strong February and March demand making up for a slow January. On the…
ASX Healthcare Stocks Benefiting From AI
Artificial intelligence is reshaping healthcare faster than most investors realise. Hospital imaging systems, pathology labs, and diagnostic platforms are all being transformed by AI tools that improve speed, cut costs, and expand margins. Yet most of the market is still looking at chipmakers and data centres for AI exposure.…
