Blogs


Given AVX is down almost 80% does anyone feel it should be a buy or sell now that it has given up on its drug? It market cap has dropped to be approximately what its cash position is. Should any worth be placed on the drug candiddate and the data they generated?

Pharmaxis has started to move up

Pharmaxis has started to move up – is this in relation to their expected cystic fibrosis phase II trial announcement? And when is this announcement likely?

Hospital reform & funding

The impact on the Rudd reform on hospital healthcare provider companies? An improvement, drag down, interruption while budgets are assessed or will the increasing demand of the ageing population and healthcare power the industry on regardless?

In almost all major market drops the recovery has not been a "V" but a "W" and in the time space of 6 months to 2 years from the low point - meaning markets would predicatbly go south again if one looks at history. The drop for biotechs as the GFC unfloded was greater than the general markets. Will biotechs get hit hard again if the market does a dip on a "w" as per t…

Thoratec has a much larger market cap than Sunshine Heart and in comparison has a riskier device in my opinion (being blood contacting). Also some comments by brokers suggest that Thortace shares could be even higher given the potential of this market. I am an investor of Sunshine Heart.

Pharmaxis approaching new milestones

Pharmaxis getting closer to further achievements which provides an incentive to purchase and hold for these announcements. This time period puts an added insurance for these shares to at least hold their value, as i also have concerns that the market could go south due to a 'W' occurring?

Its a good time to purchase stocks that have added value about to occur given p[ossible "…

Pharmaxis has begun its run up again?

Has Pharmaxis has begun its run up again with Aust. approval soon for bronchetasis & cystic fibrosis data next year? I am a holder of PXS stock.

UBI Stock price & European approval

This company is about to get European approval - Is that why the stock price has been going up recently ? I am a holder of UBI stock.

Progens' cash position?

I am also looking at Progen. looking at their announcements I cannot work out their current cash position. Can anyone help me also on that?

Great to see Peplin acquired!

However I wonder if it is too cheap as at certain times they have had stock prices above $1 at an earlier stage of development?

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