Orthocell Moves Closer to UK Growth
Orthocell (ASX: OCC) just made a move that not every small-cap medtech company would make. Rather than waiting for regulatory approval before signing a UK distributor agreement, the company secured one early. On December 15, 2025, Orthocell submitted its application to the British Standards Institution seeking approval to sell…
Healthcare Stocks
The 2026 health insurance premium rise is in, and it is 4.41%. It made headlines because it is ahead of inflation and the largest average increase in percentage terms since 2017. Obviously unwelcome timing for households struggling with the cost of living, but good for the companies themselves, right? Not so fast.
What are the Best…
Pro Medicus Dips Despite Strong Renewals
Pro Medicus (ASX: PME) slipped around 1% on Monday despite announcing approximately A$40m in US contract renewals, including an expanded deal with MedStar Health and a third renewal from imaging group Zwanger-Pesiri at higher per-transaction fees. The pullback has nothing to do with the business itself. It is a…
Nanosonics Investors Want Margin Accretion, This Half Did Not Deliver It
Nanosonics saw its share price fall 7% to around $3.35 today after what looked like a fairly moderate half year result. The business delivered broad based growth, but profitability was slightly softer, which is where the market seemed to focus.
Here is the quick snapshot.
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Investing in ASX biotechs is a risky business, even more than most other companies on the market. Unless you own one of the large cap biotechs, you are betting that major milestones (such as clinical trial completions and decisions on regulatory approval) will occur right on cue and that they will be favourable to the…
Fisher & Paykel Healthcare (ASX: FPH) lifted its FY26 guidance on Monday, now expecting around NZ$2.30 billion in revenue and NZ$450 million to NZ$470 million in net profit. Both figures sit comfortably above what management guided three months ago, and the shares rose around 4% to A$32.91. Strong hospital product sales and better margins are…
Illuccix Still Prints, Gozellix Adds a New Growth Leg
Telix saw a small rerate this morning after releasing its full year results, and for us it comes back to two core priorities the company is executing on.
First, the imaging business is performing well. Illuccix, its main prostate imaging product, is continuing to show strong growth.…
Alcidion Clears a Key AI Approval Hurdle
Alcidion Group (ASX: ALC) hit a regulatory milestone that could open up its next phase of growth. The company has secured Class I Software as a Medical Device (SaMD) registration for the AI-powered concept detection feature inside its flagship Miya Precision platform, both in Australia and the United…
If you wondered why share prices fall after a capital raising, Botanix is the ‘perfect’ poster child
We thought this was a perfect time to ponder the question,' Why share prices fall after a capital raising', in light of what happened with Botanix Pharmaceuticals (ASX:BOT). Its shares fell 33% in less than an hour of trading. Now, shouldn't investors be happy that the company has $45m more cash? Let's just say that…
A Steep Discount, A Big Dilution, A New Valuation Anchor
Botanix started the session with a sharp sell off, falling as much as 40% and printing its lowest level in roughly three years, sliding back to around 6.9c.
The key driver was the company’s announcement that it is targeting a A$45m capital raising.
The raise is led…
