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…
Healthcare Stocks
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…
Investors may remember Rhythm Biosciences (ASX:RHY) for its ColoSTAT test, but it is Genetype that is arguably more exciting. The company now has a substantially larger market awaiting us, and while its commercialisation strategy for ColoSTAT has changed, this strategy has been successful.
Wait, has Rhythm received TGA approval? Yes and no - it's a long…
Ansell Shrugs Off Tariffs with Strong Pricing Power
Ansell (ASX: ANN) reported half-year results on Monday that told a story most ASX investors weren't expecting. Revenue barely moved, up just 0.7% to US$1.03 billion, yet adjusted net profit surged 18% to US$95.7 million. The gap between those two numbers reveals something important: this is a…
Australian Clinical Labs fell 10% today after revenue went slightly backwards, even though underlying profit improved.
The key nuance is that management deliberately walked away from low margin collection centres and contracts. That decision can pull revenue down in the short term, but it should lift margins and improve the quality of earnings over time.
The sharper…
ASX healthcare stocks are crashing- which one is worth buying now?
Three of Australia's most premium ASX healthcare stocks have been crushed in the same week. CSL (ASX: CSL) has fallen to its lowest price since 2018, plunging 15% in a single week to touch a low of A$150. Pro Medicus (ASX: PME) has plunged…
