Media and interviews from August 2016
10 August 2016 op-ed piece in The Life Sciences Report. This article, headlined 'The ASX: Investing in an Emerging Biotech Frontier', was written just after I got back from Bioshares 2016 and not long after I had done an analysis of Australia's competitiveness in Life Sciences vis-à-vis the other powers in the field such as the UK and Germany (click here for that work).
19 August 2016 podcast with Tom Orr at Bellmont Securities. In this interview I discuss our recent report on ResApp Health (ASX: RAP) as well as my contention that sometime in the next few years we could potentially enjoy a full-blown speculative boom in Life Sciences stocks here in Australia. Click here to listen to Tom's podcast. For background reading you might also enjoy an article I published in July 2016 entitled The Coming Boom in Australian Life Sciences.
22 August 2016 interview at Livewire with Adam Allcock of Katana Asset Management and Andy Gracey of Australian Ethical. In this interview Adam, Andy and I discuss the July 2016 Bioshares meeting in New Zealand. Click here for that interview.
29 August 2016 article in The Australian. Tim Boreham of the Criterion column quotes NDF Research on why the medical devices sector of the Australian capital market has been offering good returns. The article is headlined Medical devices could cure your financial ills.
5 September 2016 article in the Sydney Morning Herald. Brian Robins has written a great article on James Williams' approach to building value with the companies he is involved with. I get quoted from my recent Dimerix report. Brian has headlined his piece James Williams' investors have made millions and now the focus is on whether he can do it again.
7 September 2016 interview with Livewire exclusive. In this video interview I discuss ImpediMed (ASX: IPD), which is commercialising a lymphedema diagnostic. Click here.
14 September 2016 interview with Livewire exclusive. In this video interview I discuss Sirtex (ASX: SRX), which is rapidly growing its SIR-Spheres brachytherapy for the treatment of liver cancer. Click here.
27 September 2016 interview with Livewire exclusive. In this video interview I discuss Mesoblast (ASX: MSB), the world's leading stem cell company. Click here.
5 June 2018 Sydney Morning Herald article on Sam Cobb, CEO of AdAlta (ASX: 1AD). This article quotes from some late 2017 work we did on women in leadership in the Life Sciences. Click here.
22 August 2016 interview at Livewire with Adam Allcock of Katana Asset Management and Andy Gracey of Australian Ethical. In this interview Adam, Andy and I discuss the July 2016 Bioshares meeting in New Zealand. Click here for that interview.
29 August 2016 article in The Australian. Tim Boreham of the Criterion column quotes NDF Research on why the medical devices sector of the Australian capital market has been offering good returns. The article is headlined Medical devices could cure your financial ills.
5 September 2016 article in the Sydney Morning Herald. Brian Robins has written a great article on James Williams' approach to building value with the companies he is involved with. I get quoted from my recent Dimerix report. Brian has headlined his piece James Williams' investors have made millions and now the focus is on whether he can do it again.
7 September 2016 interview with Livewire exclusive. In this video interview I discuss ImpediMed (ASX: IPD), which is commercialising a lymphedema diagnostic. Click here.
14 September 2016 interview with Livewire exclusive. In this video interview I discuss Sirtex (ASX: SRX), which is rapidly growing its SIR-Spheres brachytherapy for the treatment of liver cancer. Click here.
27 September 2016 interview with Livewire exclusive. In this video interview I discuss Mesoblast (ASX: MSB), the world's leading stem cell company. Click here.
5 June 2018 Sydney Morning Herald article on Sam Cobb, CEO of AdAlta (ASX: 1AD). This article quotes from some late 2017 work we did on women in leadership in the Life Sciences. Click here.
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