Biotech

F

fiatphoney

New Member
Anyone entered the speculative Biotech sector?

I have due to a few reasons:
1) USD exposure
2) new biomedical-translation-fund soon to begin - this will help many asx co's in the sector
3) diversification
4) Health is a defensive sector

Beware as the area of interest to me (low mkt cap) examples can and have dropped 30% in one day.
Infact they can go worthless for a number of reasons. DYOR, not investment advice.

http://www.innovation.gov.au/page/biomedical-translation-fund

In October 2016, Australia will host Australia Biotech Invest, which will be part of the International BioFest 2016, the largest-ever gathering in Australian life sciences. With three major conferences coming together in one week in one place as one integrated network, these events demonstrate Australia's potential to deliver rewarding partnerships with local and foreign investors.
Australia has been ranked fifth in the world for biotechnology, which is the third consecutive year the country has been ranked among the top five (Scientific American Worldview Scorecard 2016), and has the 12th highest output in the Nature Index 2015 Global.

I think 2017 will be a good year for competent biotechs with multiple pipelines.
 
As a recent, former employee of Cochlear and a close follower the the bionic eye project at the Bionics Institute, I see what appears to be plenty of capital flowing through the field at the moment. There are some biotech Meetup groups out there that might be worth checking out if you want to see closeup whats happening in Australia.

https://www.meetup.com/Healthtech-Queensland-Meetup/

I'm not sure of your location and if it this is relevant or not (the group is in Brisbane), I used to attend these meetups in the early days of the formation and their talks were informative and an excellent insight into the bio-tech startup field. Sorry if this is a bit too "hands on"!
 
Yes, agree easy sector to do your dough in (like juniour resource stocks)

My only holds are Biotron BIT, which might be a dud, and IDT.
Have posted on IDT http://forums.silverstackers.com/topic-66728-idt-australia-ltd-idt.html
Not a biotech as such, but allied. Has a hospital bed unit for conducting trials for bio's.
Develops manufacturing pathways for the chemical bases of pharmaceuticals that are in development by other companies.
Is in a new stage of manufacturing its own 'portfolio' generics - has specialist companies to market and distribute them

Still in the balance as to whether IDT is turning the corner to profitability. Has an interesting long term chart showing strong surges of quarterly volume with small open/close ranges. Not sure what to make of it.

Wish I'd bitten the bullet when COH had that new model implant glitch a few years back. With COH you're getting a big research budget along with topnotch product.
 
When pm's get pricey I start looking at other things, like Biotech.

But now pm prices are on the decline, I personally prefer pm's.

I have a pool allocated a/c with perth mint. (We rent and prefer the security of off-site storage.)
Some USD in an a/c in case of a bang opportunity.
And we save in AUD.

So my allocation to shares, only bio atm, is full.
If pm's go up I will save aud now.
If pm's go down I add to pool at perth mint.
I have USD a/c and USD exposure in biotech shares.

That's where I am at.

DYOR, not investment advice as with all my posts here.

Edit: And by the way the vast majority of biotech co's I would run the other way.
Remember capital raisings are a part of the risk.
 
Just to compare notes.

I am only holding IMU, ACW, & DXB.

Extremely high risk lose 50% in one day kind of stocks, and then the lot.

DXB may have a cap raise the soonest out of the three, the other two have already had significant gains and finding an entry price is the challenge as when things go hot you can get burnt BADLY. I bought some more DXB at 0.007c this week to get my average down - bit risky.

Personally with PM's dropping I prefer PM's, and if you like what Martin Armstrong has to say he suggests gold is still going down in 2017. I goota get meself off the asx merry-go-round.

But the investment story is interesting behind these three if you like to do research. Remember how much you can lose before getting carried away with how much you can make. How many $10,000's will you lose before you complete your asx apprenticeship? Therefore I like PM's better at this time. If investing is interfering with your sleep, maybe there are other alternatives.

Not investment advice, entertainment only, DYOR.
 
A lot of the small-cap biotechs have only *one* prospect being pushed through the drug development pipeline, due to the capital investment required.

nrd2593-f1.jpg


A single adverse event during human clinical trial can sink the entire company as it then has almost no chance of receiving regulatory approval before funds run out.
 
You're telling me that 99.6% of all drugs developed to treat Alzheimer's have failed....?

Sooooo, you're telling me there's a chance!

theres_a_chance.jpg
 
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