Tim Boreham
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Freelance business scribe; author, The New Criterion column; author, Dr Boreham's Crucible (biotech stocks)
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Articles by Tim Boreham
Ahead of next week’s EGM showdown, things are getting testy between Genetic and its register gadfly BCAL Is there life in Paradigm’s knee osteo program? Investors warm to Cryosite’s performance Genetic Signatures (ASX:GSS) has demanded that the third wheel in its proposed merger with Microba Life Sciences (ASX:MAP) declare its intentions.
Health Check: Declare your intentions, Genetic demands of merger ‘third wheel’
Ahead of next week’s EGM showdown, things are getting testy between Genetic and its register gadfly BCAL Is there life in Paradigm’s knee osteo program? Investors warm to Cryosite’s performance Genetic Signatures (ASX:GSS) has demanded that the third wheel in its proposed merger with Microba Life Sciences (ASX:MAP) declare its intentions.
Criterion: Maritime surveillance IPO floats on a blue ocean of opportunity
Tim Boreham In the wake of the Firmus IPO disappointment, Overwatch Technologies debuts successfully on the ASX Company targets marine detection and surveillance of nefarious activities such as illegal fishing and drug running In its early days, Overwatch claims $3.8 million of contracts from government clients in South East Asia Overwatch Technologies (ASX:OWL) co-founder and CEO Oscar Leslie says he doesn't want the newly listed surveillance stock to be conflated with the growing swarm of...
OWL (ASX) News & Expert Insights from Stockhead
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Dr Boreham’s Crucible: Telix bets big on ITM as radiopharma consolidation gathers pace Original
Telix Pharmaceuticals (ASX:TLX) CEO and co-founder Dr Chris Behrenbruch dubs the company’s proposed headline US$2.35 billion ($3.4 billion) merger with German radiopharmaceutical house ITM – as in Isotope Technologies Munich – as a “transformative step” that nicely combines the expertise and capabilities of both parties. The backdrop of the deal is enormous growing demand for therapeutic isotopes, which is growing faster than lust for icy poles on a blistering summer’s day.
Health check: Neurotech shares surge on upbeat research report
Tim Boreham Canary Capital sings the praises of Neurotech, sending shares sharply higher on elevated volumes Proteomics on track for national rollout of kidney and oesophageal cancer tests Bell Potter says EBR Systems' US sales problems are temporary and fixable Neurotech (ASX:NTI) shares have found favour, surging 60% on elevated volumes this month after a research report opined the medical cannabis play is way undervalued.
Health Check: Another day, another ASX biotech CEO departs Original
Medical Developments CEO Brent MacGregor has joined the sector’s revolving door of CEOs after six years of service Clever Culture says its new sales tie-up will turbocharge customer reach EBR Systems will focus on fewer but deeper client engagements The sun has dawned on a new day and that can only mean one thing: the departure of another ASX biotech CEO.
Neurotech shares surge on upbeat research report
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Health Check: Neurotech shares surge on upbeat research report
Canary Capital sings the praises of Neurotech, sending shares sharply higher on elevated volumes Proteomics on track for national rollout of kidney and oesophageal cancer tests Bell Potter says EBR Systems’ US sales problems are temporary and fixable Neurotech (ASX:NTI) shares have found favour, surging 60% on elevated volumes this month after a research report opined the medical cannabis play is way undervalued.
Biocurious: After a soft Roxus launch, LTR Pharma goes hard in US market
Tim Boreham LTR this week sold its first commercial US prescription for erectile dysfunction agent Spontan (Roxus) Phase II data show the spray-based delivery is absorbed six times faster than oral tablets The company remains focused on securing full FDA approval for Spontan Six years after taking the first steps to develop its spray-based erectile dysfunction (ED) treatment Spontan, LTR Pharma (ASX:LTP) last week supplied its first commercial prescription in the US.
Biocurious: After a soft Roxus launch, LTR Pharma goes hard in US market
LTR this week sold its first commercial US prescription for erectile dysfunction agent Spontan (Roxus) Phase II data show the spray-based delivery is absorbed six times faster than oral tablets The company remains focused on securing full FDA approval for Spontan Six years after taking the first steps to develop its spray-based erectile dysfunction (ED) treatment Spontan, LTR Pharma (ASX:LTP) last week supplied its first commercial prescription in the US.
Health check: No 'Flop-us' fears as Identifai Genetics lists on a firm note
Tim Boreham A rare life sciences IPO, Identifai debuts at modest premium Curvebeam wins Chinese regulatory assent for Hirise imaging device Orthocell reports “excellent” prostatectomy nerve-sparing results Who needs Firmus? Identifai Genetics (ASX:ID1) has saved the day for ASX listings, debuting on the ASX today at a 15% premium. The Israel-based Identifai raised $10 million to commercialise its flagship, AI-driven genetic test, Windrose.
Health Check: No ‘Flop-us’ fears as Identifai Genetics lists on a firm note
A rare life sciences IPO, Identifai debuts at modest premium Curvebeam wins Chinese regulatory assent for Hirise imaging device Orthocell reports “excellent” prostatectomy nerve-sparing results Who needs Firmus? Identifai Genetics (ASX:ID1) has saved the day for ASX listings, debuting on the ASX today at a 15% premium. The Israel-based Identifai raised $10 million to commercialise its flagship, AI-driven genetic test, Windrose.
Health check: Aged care operator Ryman unfazed by 'soft' housing conditions
Tim Boreham Trans-Tasman provider Ryman reports strong demand for retirement units and aged care beds Cogstate rides interest in dementia and depression trial activity Post Symphony trial, Aroa orchestrates deeper US sales effort Traditionally, there's a strong nexus between housing values and demand for – and valuations of – private sector aged-care accommodation. That makes sense, because the residents typically use the funds from their family home to finance the transition.
Health Kick Podcast: The untapped value in medical imaging
Health Kick Podcast: The untapped value in medical imaging Stockhead’s health and biotech expert Tim Boreham is back in the studio for another instalment of the Health Kick Podcast. SHG’s primary goal is to eliminate the wasted time and money from duplicate imaging in the health sector – offering its proprietary 3DICOM platform as a solution. In simple terms, 3DICOM finds and retrieves previous imaging for patients, avoiding a wasteful duplicate scan.
Criterion: FOMO wasn't the right reason to join the Firmus IPO fan club
Tim Boreham The canned Firmus mega listing elicited “polarising” views – and the naysayers won out The company's unproven track record trumped the big picture of red-hot demand for AI factories Smaller tech and biotech candidates are breaking the IPO drought The stock market is a perennial contest between the dreamers and the pessimists – and this week the latter won out big time with the proposed US$5 billion ($7.2bn) Firmus IPO.
ARG (ASX) News & Expert Insights from Stockhead
Stockhead is providing factual information where there is a reasonable likelihood of doubt. The information is not intended to imply any recommendation or opinion about a financial product. A NOTE ABOUT RELEVANT ADVERTISING We collect information about the content (including ads) you use across this site and use it to make both advertising and content more relevant to you on our network and other sites. This is also known as Online Behavioural Advertising.
Health Check: Cowabunga! Downtrodden Cynata shows ninja warrior spirit with capital raise
Cynata is raising $913,000 in an underwritten rights offer Trajan reports “encouraging” September quarter momentum Clarity fills recruitment for next stage of key prostate cancer study Stem cell drug developer Cynata Therapeutics (ASX:CYP) might be on the mat after its recent dual phase III trial failures – but the company boxes on. Tapping the ninja warrior spirit – and pardon the mixed martial arts metaphors – Cynata has unveiled an underwritten $913,000 raising to keep the lights on.
Health Check: Drug developers slug some home runs in their mid-stage studies Original
Entropy Neurodynamics, Syntara and Telix report encouraging trial progress Rhythm Biosciences’ blood-based bowel cancer test ‘can slash the colonoscopy rate’ Island Pharma faces “key inflexion point” with Marburg animal studies Drug developers across disparate fields of endeavour have reported encouraging results in their quest to bring novel life-changing therapies to market.
Biocurious: Atomo is girding for the STD ‘comeback tour’ no-one wants to see
Despite extensive sexual health campaigns, syphilis is having a moment Atomo hopes to add the STD to its blood testing platform alongside HIV, ferritin and pregnancy assays Atomo is deriving substantial revenue from its supplier relationship with Lumos Diagnostics Some reappearances are welcome, such as Tina Turner’s 1984 Private Dancer album that revived her career, or Elvis Presley’s 1968 NBC special that heralded his return to live performance.
Health Check: Healthcare investors seek earnings clarity from AGM season Original
Healthcare giants face inquisitorial shareholders in coming weeks Neurizon’s ALS drug trial is “potentially registrational”, FDA says LTR Pharma’s US fortunes are on the rise after first prescription With the reliability of migratory geese or footy trade season dramas, the AGM season is upon us. In the healthcare sector, Cochlear (ASX:COH) kicks off the round of jamborees on October 26, at Sydney’s Macquarie University.
Health check: CSL places $500m-plus bet on rare kidney and liver disease drug candidate
Tim Boreham CSL has entered a co-development agreement for an external phase II drug candidate, lixudebart Optiscan has lodged an FDA clearance submission for its digital pathology tool, InForm Aroa says its Symphony wound salve lifted 12-week diabetic foot ulcer closure rates to 55% CSL (ASX:CSL) has ramped up its research and development efforts via a US$355 million ($515m)-plus drug development collab with private Swiss group Alentis Therapeutics.
Criterion: For REITs, rising rates need not be a cat-astrophe
Tim Boreham Rising rates are inherently bad for REITs, but other factors such as protection (hedging) levels come into play Despite the consumer malaise, shopping malls are in hot demand The REIT sector trades at attractive multiples When interest rates rise, the real estate investment trusts (REITs) suffer. That's because they are fundamentally indebted, while as landlords they are prone to the broader impacts of a slowing economy.
GemLife Communities Group (ASX:GLF)
Stockhead is providing factual information where there is a reasonable likelihood of doubt. The information is not intended to imply any recommendation or opinion about a financial product. A NOTE ABOUT RELEVANT ADVERTISING We collect information about the content (including ads) you use across this site and use it to make both advertising and content more relevant to you on our network and other sites. This is also known as Online Behavioural Advertising.
Health Check: Cochlear rival flags a hearing implant revolution
Cochlear rival MED-EL has launched its totally implantable cochlear implant in Europe LTR Pharma is heading in the right erection towards FDA registration Health stocks outperformed in September Cochlear (ASX:COH) looks to be about a year behind a major rival in developing the next big thing in hearing implants. Following European approval, MED-EL has launched the world’s first totally implantable cochlear implant, the TICI UNICO.
Health Check: Paradigm calls in the corporate doctors after trial flop
Paradigm’s failed phase III knee pain study may have proved fatal, with the company entering voluntary administration CSL’s key plasma therapy Hizentra offers upside after pending post-marketing study results BCAL will launch its next-generation breast test in November Following the company’s phase III knee osteoarthritis trial failure, Paradigm Biopharmaceuticals’ (ASX:PAR) board has called in voluntary administrators to try to salvage value from the wreckage.
Biocurious: Micro-X’s new CEO seeks the ‘X’ factor to boost performance
• Change agent Dr Brian Gonzales says the company has been trying to do too many things • Management will focus on improving sales of the company’s Rover portable X-ray device • Gonzales is based in Seattle, but the company will retain its Adelaide DNA Micro-X (ASX:MX1) CEO Dr Brian Gonzales lists the myriad factors working in favour of the Adelaide-based portable medical imaging innovator. Potentially world changing and proven tech? Tick. Established manufacturing processes that can be scaled up?
Health Check: Firebrick Pharma’s US pharmacy plans are nothing to sneeze at
Just in time for the northern winter, cold-buster Firebrick is taking its Nasodine spray to US pharmacy shelves A new licensing deal expands Argent Biopharma’s antiviral reach No confusion as Patrys doses last patient in its phase I delirium trial Having met more than 20 US retail pharmacy groups, Firebrick Pharma (ASX:FRE) is taking its Nasodine antiviral nasal spray to the physical US market.
Health check: No 'Wharfie Time' curse as healthcare stocks kick away from the pack
Tim Boreham Fundies back the come-from-behind healthcare sector Healius divestment makes sense, but headwinds remain Mayne settles decade-old US civil case Forget the weekend heroics of the Brisbane Lions, Newcastle Knights and the Wallabies: ASX healthcare stocks are the real winners as institutional investors flock to the once-maligned cohort.
Criterion: The ‘compleat’ guide to small caps angling
Lagging valuations spell opportunities for investors to catch some prized small-cap marlin Winning small caps can produce extraordinary longer-term returns – but they are elusive Two small-cap anglers advise on the best ‘bait’ to use The valuation discrepancy has become wider: the S&P/ASX small ordinaries index has fallen 10% year to date while the top 200 stocks have been flat. A subdued market means more opportunities, but how do investors hook the marlin rather than the pufferfish?
Dr Boreham's crucible: Time is money as Echo IQ's FDA setback winds back the clock
Tim Boreham ‘Time is money' is an – er – timeless aphorism often associated with exorbitant airport parking and plumbers who charge by the hour and thus are happy to stop for a cup of tea and a yak. The concept is also highly apt for the medical device (and drug) game, as shown by the fate of shooting star Echo IQ (ASX:EIQ) Earlier this month, the US Food and Drug Administration rejected the heart device play's clearance submission for its heart failure detection device, EchoSolv HF.
Health check: “Missing data” torpedoes Paradigm's flagship knee osteo pain trial
Tim Boreham “Deeply disappointed” Paradigm conducting post mortem after phase III study failed interim ‘futility' test Nexsen delays FDA clearance submission in favour of better clinical data Micro-X can't quite explain its recent share romp – but offers possible reasons Once again, the “deeply disappointed” board of a drug developer is trying to work out why a late-stage trial went so inexplicably wrong.
Health Check: Paradigm shifts trial reveal date – and investors are nervous
Having been in a trading halt, Paradigm shares are now suspended until as long as next Monday Actinogen remains on track for final Alzheimer’s trial readout Gute Nachrichten! Control Bionics signs up German partner Is the local biotech sector heading for another drug development duster? Paradigm Biopharmaceuticals (ASX:PAR) today was due to announce what was expected to be a positive interim update of its pivotal phase III knee osteoarthritis trial, PARA-OA-012.
Biocurious: The hemp sector is poised to bloom amid supportive local reforms
Liberalised regulation spells an opportunity for local providers of the protein-rich, low-THC cannabis plant Veterinary provider HempPet sniffs an IPO opportunity The hero-to-zero Ecofibre provides a case study in expanding too quickly with too much debt Mistaken for THC-laden cannabis that induces a ‘high’, industrial and medicinal hemp has been cast into penury even though Australia has some of the best growing conditions. Hemp is a variety of cannabis sativa grown especially for its fibre.
Health check: Microba and Genetic Signatures have urge to merge, but is it game over?
Tim Boreham Diagnostic duo intends to merge via scheme of arrangement, but 18% Genetic holder BCAL might have other plans Analysts reckon Telix's mega deal makes sense – with a few ‘buts' and ‘maybes' Heavyweight fundies lighten up on Echo IQ After discussing a putative deal for some months, Microba Life Sciences (ASX:MAP) and the struggling Genetic Signatures (ASX:GSS) plan to merge to create an entity with annual revenue pushing $30 million.
Health Check: Telix strikes monster $3.3 billion merger deal to form radiopharma giant Original
Telix’s proposed union with Germany’s ITM will create a global isotope supply and therapeutic powerhouse Nyrada raises $12 million for heart protection program Medical pot purveyor praises NSW drug driving reforms Having alluded to acquisitions for some months, Telix Pharmaceuticals (ASX:TLX) has unveiled the Big One with a “transformative” merger that gives the radiopharma play greater control over critical isotope ‘ingredients’.
Criterion: Investors face a bond horror show amid a 'seismic shift' in rate expectations
Tim Boreham Both here and in the US, bond markets signal tough times for equities While high interest rates and inflation are unequivocally bad for shares, not all stocks and sectors suffer equally. Tight oil refining capacity might be more of an inflation driver than crude prices Over two scintillating days – for monetary policy wonks, that is – the RBA board on Monday week week will pore over the entrails of the economy and raise official rates by a further 25 basis points.
Investors face a bond horror show amid a 'seismic shift' in rate expectations
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Dr Boreham's crucible: Botanix Pharmaceuticals sweats it out as it embarks on health kick
Tim Boreham Botanix Pharmaceuticals (ASX:BOT) chairman Vince Ippolito highlights the company's impressive feat in bringing a new dermatology drug to the US market. In June 2024, the US Food and Drug Administration (FDA) approved Botanix's Sofdra, for excessive underarm sweating (primary axillary hyperhidrosis). The company started selling in earnest in February 2025 and racked up 105,994 prescriptions in the year to June 30, 2026.
Health check: Healthcare stocks arrive at the party 'better late than never'
Tim Boreham RBC Capital Markets says it's time to get the biotech party started Echo IQ says there's a ‘clear path' to FDA clearance after last week's knockback Bioshares' 26 years of coverage reflects the sector's ups and downs ASX healthcare stocks have lobbed up to the party well after the drunken karaoke, skinny dipping and partner swapping have started. But at least they arrived.
Health Check: EMVision achieves back-of-the-ambo stroke breakthrough
Road testing of EMVision’s lightweight First Responder stroke detectors has proved successful Immutep maps its future after lung cancer trial flop EBR Systems and the FDA agree on a labelling revamp for Wise EMvision Medical Devices (ASX:EMV) is a step closer to achieving the holy grail of stroke treatment: a diagnosis unit light enough to fit in the back of an ambulance.
Biocurious: Behind the spate of biotech CEO departures
Tim Boreham An unprecedented number of life sciences CEOs have departed their companies this year While some departures are for personal reasons, others reflect industry headwinds such as difficult capital raising conditions On a positive note, more companies are advancing to commercialisation and need CEOs with different skills Either voluntarily or with a delicate prod with the proverbial barge pole, scores of local biotech CEOs have decided that now is the time to vacate the limelight and...
Health check: Curvebeam AI shares double on crucial FDA orthopaedic clearance
Tim Boreham The FDA has cleared Curvebeam's bone mineral density measuring tool, paving the way for annuity revenue Analysts absorb Telix's breakthrough brain cancer imaging approval Lumos US rollout is going gangbusters Orthopaedic device play CurveBeam AI (ASX:CVB) has taken its first step to full-scale commercialisation, after the US Food and Drug Administration (FDA) cleared the company's bone mineral density (BMD) measurement tool.
Health Check: Entropy BEDs down durable response in binge-eating study
Entropy’s binge-eating psychedelics study has produced more “highly encouraging” data Telix shares surge as much as 12% after FDA brain cancer imaging agent approval Proteomics launches diabetes and oesophageal cancer assays in WA and the NT Entropy Neurodynamics (ASX:ENP) has reported “highly encouraging” follow-up results from its novel binge eating disorder (BED) trial that deploys the ‘magic mushroom’ derivative, psilocin.
Health check: Entropy BEDs down durable response in binge-eating study
Tim Boreham Entropy's binge-eating psychedelics study has produced more “highly encouraging” data Telix shares surge as much as 12% after FDA brain cancer imaging agent approval Proteomics launches diabetes and oesophageal cancer assays in WA and the NT Entropy Neurodynamics (ASX:ENP) has reported “highly encouraging” follow-up results from its novel binge eating disorder (BED) trial that deploys the ‘magic mushroom' derivative, psilocin.
Criterion: Despite tarnished consumer confidence, jeweller Michael Hill restores its lustre
Tim Boreham The revered jewellery chain has lifted its performance amid a restructuring effort Picky consumers still value high-end offerings, but will compromise to fit their budgets The company's fledgling Canadian operation has been a standout performer Times are tough – we all know that – but consumers still love their trinkets and bling. Just ask Michael Hill (ASX:MHJ) CEO Jonathan Waecker, who has overseen a year of record revenue growth at the revered jeweller.
Dr Boreham's crucible: Aroa Biosurgery's wound care products are ‘the sheep's guts'
Tim Boreham In Australian vernacular, ‘the duck's guts' refers to something that is outstandingly excellent … rather like the ‘bee's knees'. Over the Ditch, wound care house Aroa Biosurgery (ASX:ARX) is “the sheep's guts” as it continues to penetrate the US market with its Food and Drug Administration (FDA)-cleared range of products. And the company literally is the sheep's guts, as its devices derive from ovine forestomach material.
Health Check: After a regulatory reform, ‘ya bloody maggot’ becomes term of endearment
The TGA wants us to get maggoted more easily, medically speaking As Echo IQ FDA fallout continues, Telix faces its regulatory D-day Optiscan and Cleo Diagnostics further lab testing milestones As the AFL footy finals progress, the most common reference to maggots is the descriptor hurled by disgruntled fans at the officiators of the great game. But there’s more to maggots than white – or now yellow – liveried whistle blowers.
Health check: ‘Frustrated' Echo IQ ponders next move after shock FDA setback
Tim Boreham The US Food and Drug Administration has declined to clear Echo IQ's heart failure detection tool Neurizon wins US grant for motor neurone disease drug candidate BTC Health counts the cost of Arna Pharma's voluntary administration The biotech sector needed this one like a hole in the head, frankly.
Biocurious: EZZ suffers Chinese counterfeiter curse, but is ready to return serve
Tim Boreham The health and wellness products purveyor has suffered from cheap Chinese knockoffs The company has emphasised the Australian market while targeting other Asian geographies After “disappointing” annual results, management is striving to diversify the company's sales channel and invest in product innovation As a purveyor of health and wellness lines, EZZ Life Science (ASX:EZZ) would not seem to have much in common with Treasury Wine Estates (ASX:TWE) , custodian of the Penfolds label.
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