Newsletter

Life Sciences

Warren Buffett is retiring, will hand the top job at Berkshire to Greg Abel by the end of 2025. Here’s what you need to know

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…

ByNick SundichMay 5, 2025

The equity markets in 2025 may rebound hard, according to this scenario

There's hope for equity markets in 2025 When the market is crashing as hard as it has been doing in the last few trading sessions, not many investors want to look too far out or think about upside scenarios in the medium term. And that is probably the case this time around as well with…

ByMarc KennisApril 8, 2025

Should you use your tax cut to invest in stocks? And how should you go about it?

Should you use your tax cut to invest in stocks? With another unexpected round of tax cuts starting from the middle of next year, unveiled in the federal budget earlier this week, this is a question facing many. This round isn't that large - only $536 a year and little over $10 a week by…

ByNick SundichMarch 27, 2025

Recce’s R327G passed its Phase 2 trial with a 93% primary efficiacy endpoint!

Recce Pharmaceuticals (ASX:RCE) has completed its Phase 2 ABSSSI Clinical Trial (Acute Bacterial Skin and Skin Structure Infections) for RECCE® 327 Topical Gel (R327G) and released the results earlier this week. The results were positive, and pave the way for commercialisation as early as 2026. How Recce got to this point Recce is a biotech company focused…

ByNick SundichFebruary 19, 2025

Here’s how Australia’s Research and Development Tax Incentive Works

Australia's Research and Development Tax Incentive (R&D Tax Incentive) regime can be useful for pre-commercialisation companies serving as a non-dilutive source of funding. Progressing new medical treatments or technologies to market is not a cheap exercise and it can be difficult to secure funding from investors (either debt or equity). Even if a company can secure…

ByNick SundichFebruary 10, 2025

Alterity Therapeutics (ASX:ATH) more than doubled after its Phase 2 results, but its still only $80m

Alterity Therapeutics (ASX:ATH) hit the jackpot last week. Any clinical-stage biotech achieving a positive Phase 2 outcome is good news, because it depicts that the company's drug is not just safe, but that it works too. But while some companies (like Paradigm (ASX:PAR)) are going after markets with existing drugs that need replacement, Alterity is…

ByNick SundichFebruary 3, 2025

Paradigm Biopharmaceuticals’ flagship drug Zilosul will be in Phase 3 in 2025

Paradigm Biopharmaceuticals (ASX:PAR) has been listed for nearly a decade with the goal of bringing its flagship drug pentosan polysulfate sodum (PPS) (now known as Zilosul) to market. It is still a couple of years away, but is about to make a major step towards this goal in starting a Phase 3 trial. And we…

ByNick SundichJanuary 23, 2025

The Top ASX Health Stocks for 2025: Here Are Our 5 Picks!

Here Are Our 5 Top ASX Health Stocks for 2025! Avita Medical (ASX:AVH) OK, first thing's first. We know this ASX health stock fell 14% on January 8 after it announced a revenue downgrade for Q4. But the past is the past. The company told investors to expect $100-106m revenue in CY25, 55-65% above…

ByNick SundichJanuary 10, 2025

Here are our 6 Best ASX Stocks for 2025 and why you should give them a look!

Here are our 6 Best ASX Stocks for 2025! Opthea (ASX:OPT) Its been a long wait, but 2025 will finally be the year Opthea (ASX:OPT) investors receive Phase 3 results. Opthea is an optometry biotech developing Sozinibercept - a drug fighting wet AMD. Wet AMD is the leading cause of blindness, impacting 3.5m people annually…

ByNick SundichDecember 27, 2024

Here’s why Proteomics (ASX:PIQ) shareholders should brace themselves for a big 2025!

Proteomics (ASX:PIQ) is one of the healthcare stocks to watch in CY25, because it has not one, not two, but three diagnostic tests to be commercialised in Australia, the USA and Europe. It has been a long wait to get to this point, but investors can be confident that there is upside to be realised if…

ByNick SundichDecember 12, 2024