Tim Boreham

1 week ago | stockhead.com.au | Tim Boreham

The big-name biotechs present short-term trading opportunities for bold investorsNothing to see here, says Sigma HealthcareBroker reckons Mach 7 shares should be worth four times more than their current valueThe topsy-turvy market has created some lucrative trading opportunities in our big name biotechs – but like a good joke it’s a case of getting the timing right. In the case of radiology imaging giant Pro Medicus (ASX:PME), the stock has declined 7% year to date.

1 week ago | stockhead.com.au | Tim Boreham

The US health sector shows signs of stabilising as chaos subsidesImmutep will meet with the FDA following “excellent” follow-on trial resultsWhen it comes to its sagging share price, Immuron leaves blame-shifting to the defeated LiberalsHas the US healthcare scene reached peak mayhem? After the tariff uncertainties, Food & Drug Administration (FDA) staff cuts and the gutting of the National Institutes of Health, conditions appear to be settling.

1 week ago | stockhead.com.au | Tim Boreham

History shows that shares do well after an election – no matter the outcomeShares surged even after the last minority government, in 2010The major parties have differing policies towards the supermarket, insurers, resources and car leasing sectorsThe market mayhem post Donald Trump’s inauguration shows that elections can profoundly influence share markets. But today’s federal poll is likely to do nothing of the sort, unless we wake up on Sunday and Clive Palmer or Adam Bandt have been made PM.

2 weeks ago | stockhead.com.au | Tim Boreham

Dimerix’s tie-up with the Nasdaq-listed Amicus Therapeutics takes the kidney drug developer’s potential payments from partners to more than A$1.4 billionTelix is roughed up in rare critical analyst report (and so is Impedimed)Memphasys says its sperm selection tool is pregnant with promiseDimerix (ASX:DXB) has filled the US gap in its network of global partnerships, today revealing a US tie-up potentially worth more than A$1 billion if the company’s kidney drug candidate is commercialised there.

2 weeks ago | stockhead.com.au | Tim Boreham

Veteran drug contract manufacturer IDT Australia (ASX:IDT) can thank Donald Trump and Robert F Kennedy Junior’s shambolic approach to reforming US healthcare that shuns usual scientific rigour and has crimped medical research funding. Why? The mayhem has prompted growing interest in carrying out drug trials in Australia. “We are seeing more US companies wanting to manufacture their product in Australia and wanting to do their first-in-human trials here,” says IDT chief Paul McDonald.