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Admedus - DNA vaccine Blue Sky, plus a growing core business

20/10/2016

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Here's this morning's Livewire Markets posting - visit www.livewiremarkets.com. Livewire is Australia’s source of financial intelligence.

Ian Frazer, of the University of Queensland, was Australian of the Year in 2006 because his research created Gardasil, the cervical cancer vaccine. Like all good Professors, Frazer hasn't stopped generating Next Big Thing ideas, and one of them is DNA vaccines to prompt a patient's own immune system to fight disease. I've argued for a while now that the first approved DNA vaccine is coming soon, and Frazer's approach, being developed by Admedus, may be a contender. Admedus's first vaccine candidate works against HSV-2, the virus that causes genital herpes, which is a billion dollar opportunity. Yesterday Admedus announced an interim analysis from 20 patients in a Phase IIa of the HSV-2 vaccine - it cut the viral shedding rate in the treated patients by 58%. Early days, but very encouraging. Meantime Admedus is steadily growing sales of an approved cardiovascular tissue patch called CardioCel, created using the company’s ADAPT technology, which allows animal tissue to be prepared for use in humans without the usual calcification issues. So there's a real business in Admedus, and some exciting Blue Sky.

Note - the usual disclaimers apply - click here.
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  • Introducing NDF
  • About us
    • About our Senior Analyst
    • Disclaimer relating to research and web content
    • Financial Services Guide and General Advice Warning
  • What we do
    • The Rise of the New Analysts
    • MiFID II
  • Our sector
    • ASX-Listed Life Science companies we watch >
      • ASX-listed Life Science companies, >$200m
      • ASX-listed Life Science companies, $100-200m
    • About Australia and Australians
    • Australia and the Life Sciences
    • Life Sciences in New Zealand >
      • Building the New Zealand Life Sciences sector
    • A tour of Life Sciences Down Under
    • Australia's global competitiveness in Life Sciences >
      • Australia's Life Sciences Innovation Rating
      • Australia's Life Sciences clusters
      • Australia's World-Class Universities
      • Australia's Nobel Laureates
      • Australia's public policy support for Life Sciences
      • Australia's support for women in Life Sciences
    • The Coming Boom in Australian Life Sciences >
      • Welcome to Australia's Life Sciences Boom
    • Key organisations in the Life Science sector in Australia and New Zealand
    • Notable people in the Life Sciences sector in Australia and New Zealand >
      • Great CEOs
      • 2017 Red Hat Award Winners
      • 2018 Red Hat Award Winners
      • 2019 Red Hat Award Winners
    • The NDF Life Sciences Index >
      • 2016-2017 Year in Review
  • Our clients
  • Contact us
    • linkedin
    • Twitter
    • NDF Research Youtube Channel
  • Latest research
    • Comprehensive update reports
    • Shorter update reports
    • Initiation reports >
      • Admedus
      • Invion
    • Media and interviews
    • Presentations
    • Previous research and media, 2003-2015
    • A Brief History of the Life Sciences in Australia
    • In our library
    • Intellectual property >
      • Australian PCT patent applications
      • New Zealand PCT patent applications
      • PCT patent applications, last twelve months >
        • 2017 PCT patent applications
        • 2016 PCT patent applications
        • 2015 PCT patent applications
        • 2014 PCT patent applications
        • 2013 PCT patent applications
      • US patents >
        • 2017 US patents
        • 2016 US patents
        • 2015 US patents
        • 2014 US patents
    • Publications
    • Glossary
    • Global Life Science companies to watch
  • Blog