Registered Members Login:
   
Forgotten Your Details? Click Here To Recover +
Welcome To The ShareCafe Community - Talk Shares And Take Stock With Smart Investors - New Here? Click To Register >

6 Pages (Click to Jump) V   1 2 3 4 > »    
 
  
Reply to this topic

Biotech & Health sector
blacksheep
post Posted: Apr 5 2019, 08:01 PM
  Quote Post


Posts: 6,141
Thanks: 2194


Health sector winners no matter who takes the election

QUOTE
He says Sonic Healthcare and medical center, pathology and imaging player Healius will benefit under either Labor or Coalition as imaging and primary care receive additional funding. And imaging groups Integral Diagnostics and Capitol Health are likely the biggest beneficiaries under Labor's plans.

https://www.afr.com/business/health/health-...20190403-p51ahu



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
triage
post Posted: Jan 8 2018, 06:57 AM
  Quote Post


Posts: 3,745
Thanks: 1498


In Reply To: nipper's post @ Jan 3 2018, 06:32 PM

nip - yep, there are many complicated no-win siuations in life but for most people this really is something that is not complicated or difficult: get your eating under control. At the gym I go to I frequently see people who must be 30-40 kg and more overweight struggling through a couple of sessions and then disappear, either due to injury or lack of motivation. If I tried to do my program loading an extra 40 kg onto each exercise I'd quickly give up too. Why health professionals do not insist people with weight problems do something like the 8 week low carb diet and then slowing build into an exercise program is beyond me. I found it very hard to lose weight just through a sustainable exercise program but I find exercising helpful in controlling my weight (and mood).

Also something I saw this morning, I'm kicking a few tyres in the health / medical sector at the moment but this graphic suggests that if I'm only looking at ASX listed stocks I may be restricted to a very small pond.

http://ritholtz.com/wp-content/uploads/2018/01/exports.jpg



--------------------
"The market can stay irrational longer than you can stay solvent." John Maynard Keynes

"The crisis takes a much longer time coming than you think, and then it happens much faster than you would have thought." Rudiger Dornbush

Mozart fixes everything and Messi is a dog
 
nipper
post Posted: Jan 3 2018, 06:32 PM
  Quote Post


Posts: 5,879
Thanks: 2129


In Reply To: triage's post @ Jan 3 2018, 02:53 PM

Too right, triage. This is fuller reporting of the "Newcastle study", I think. Michael Mosley had reported on earlier findings and now the complete study is out?

When I was told I was pre-diabetic, (fatty liver, complex presentation, crap immune system) my wholistic GP put me onto the "8-week blood sugar diet", and averted the slippery slope that may have awaited me. Gave up fast carbs, lost weight, got things under control.

The interesting thing was the pushback, or indifference, by a cohort of friends. While congratulating me, only 2 of 12 showed any interest. Most of these were carrying extra weight. More than 30% of older folk are T2 diabetic.



--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
triage
post Posted: Jan 3 2018, 02:53 PM
  Quote Post


Posts: 3,745
Thanks: 1498


"Once you've got type 2 diabetes, it's with you for life," Greg Johnson, the CEO of Diabetes Australia, said. So is that sound medical advice or just some dude talking his book?

http://www.abc.net.au/news/2018-01-03/type...r-peril/9203076

But is diabetes type 2 really a life sentence? Well perhaps, except for many of those who have undergone bariatric surgery. And except for many of those that are being guided by the research of Roy Taylor and others. It turns out that for lots of people with diabetes type 2 all that is required is that they drop enough weight to clean up their fatty pancreas, and then change their lifestyle. Either that or stay on the medication. Here's a write-up of some of Prof Taylor's recent work.

http://www.thelancet.com/journals/lancet/a...3102-1/fulltext

If you check out Diabetes Australia's website they list a number of "corporate partners", a number of whom are drug companies that I guess would be quite content to have increasing numbers of people resigned to the idea of themselves to taking diabetes medication for the rest of their lives. It's not surprising but it is disappointing that Mr Johnson did not qualify such a bald statement to recognise the tremendous advances in diabetes type 2 research in the last decade.

(I also posted a shortened version on this on macrobusiness).



--------------------
"The market can stay irrational longer than you can stay solvent." John Maynard Keynes

"The crisis takes a much longer time coming than you think, and then it happens much faster than you would have thought." Rudiger Dornbush

Mozart fixes everything and Messi is a dog

Said 'Thanks' for this post: nipper  
 
nipper
post Posted: Mar 6 2017, 09:34 AM
  Quote Post


Posts: 5,879
Thanks: 2129


About Mach7 Technologies:

Mach7 Technologies (ASX:M7T) develops innovative enterprise imaging IT solutions that create a clear and complete view of the patient to inform diagnosis, reduce care delivery delays and costs, and improve patient outcomes. Mach7’s award-winning enterprise imaging platform provides a vendor neutral foundation for unstructured data consolidation and communication to power interoperability and enables healthcare enterprises to build their best-of-breed clinical ecosystems. Mach7’s sophisticated workflow tools, advanced clinical viewing and optimized vendor neutral archiving solutions unlock silos of legacy systems empowering healthcare providers to own, access and share patient data without boundaries.
Visit www.mach7t.com

Mach7’s wholly-owned subsidiary, 3D Medical Pty Limited, provides medical specific 3D printing and is an exclusive distributor of various synergistic technologies including holographic projection.

3D Medical’s innovative products leverage data already captured by conventional imaging modalities and apply it in more meaningful ways to deliver improved economic and patient outcomes. For more information, visit
www.3dmedical.com



--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Jun 24 2016, 01:58 PM
  Quote Post


Posts: 5,879
Thanks: 2129


in the Pharmaceuticals, Biotechnology & Life Sciences sector, doing well (+13%) on a day dominated by UK-Europe issues:

QUOTE
Molecular diagnostics company Genetic Signatures Ltd (ASX: GSS) is pleased to announce that the University of
California, Los Angeles (UCLA) has notified the Company that a recent GSS product evaluation was successful and showed improved pathogen detection compared to traditional methods.

"We are very pleased with our study results and look forward to working with Genetic Signatures to focus on the best technologies to enhance patient care," said Romney Humphries, PhD D(ABMM), Section Chief, Clinical Microbiology UCLA. "We will soon be sharing our results in upcoming publications highlighting the infections that can be missed with traditional methods"

Lynne Garcia, an internationally recognized expert in parasitology, commented "Genetic Signatures has consulted with leading experts to develop an assay that identifies Blastocytsis Spp and Dientamoeba fragilis, both of which are potentially clinically significant pathogens. Based on advice from their panel of experts, Genetic Signatures will soon expand their assay to
identify two Microsporidia, Enterocytozoon bieneusi and Encephalitozoon intestinalis. Inclusion of these pathogens will provide clinicians with valuable information to select a course of treatment and improve patient outcomes."

"This successful trial of our rapid pathogen screening assays, represents a key milestone in the company's commercial rollout" said Genetic Signatures' Chief Executive Officer, John Melki PhD. "We now look forward to developing the process with UCLA that will see Genetic Signatures products adopted into routine use."

UCLA Senior Vice Chair, Scott W. Binder MD added, "We look forward to working with Genetic Signatures as we continually pursue the best technology and believe their science has many impactful applications benefitting patient health globally."

Genetic Signatures is a specialist molecular diagnostics (MDx) company focused on the development and commercialisation of its proprietary platform technology, 3Baseâ„¢. Genetic Signatures designs and manufactures a suite of real-time Polymerase Chain Reaction (PCR) based products for the routine detection of infectious diseases under the EasyScreenâ„¢ brand. Genetic Signatures' proprietary MDx 3Baseâ„¢ platform technology provides high-volume hospital and pathology laboratories the ability to screen for a wide array of infectious pathogens, with a high degree of specificity, in a rapid throughput (time-to-result) environment. Genetic Signatures' supplies these products to major hospital and pathology laboratories undertaking infectious disease screening.

(was told about this by someone in the business, as being the beez kneez)




--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 


nipper
post Posted: Jul 14 2015, 01:25 PM
  Quote Post


Posts: 5,879
Thanks: 2129


QUOTE
Shorting

Biotechs strike us as epitomising the effects of Fed-derived cheap funding.

We have consequently taken out a short position in a Biotech ETF*.

Platinum Capital Quarterly Investment Managers report

*international



--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
rozz
post Posted: Jul 5 2014, 11:58 AM
  Quote Post


Posts: 243
Thanks: 11


In Reply To: rozz's post @ Jan 6 2014, 10:07 AM

Im expecting a big second half for my three picks.

All looking good for moves higher.

Cdy still lagging but still believe it is underpriced imo.












 
myshares
post Posted: Jan 6 2014, 12:50 PM
  Quote Post


Posts: 162
Thanks: 93


In Reply To: rozz's post @ Jan 6 2014, 10:07 AM

OSL, TIS

 
arty
post Posted: Jan 6 2014, 11:23 AM
  Quote Post


Posts: 13,078
Thanks: 3381


In Reply To: rozz's post @ Jan 6 2014, 10:07 AM

ISN, SIP, PRY, COH



--------------------
I trade daily, but I am not a licensed adviser. Whether you find my ideas reasonable or not: The only person responsible for your actions is YOU.
I follow two rules: (1) There are no sacred truths. All assumptions must be critically examined. Arguments from authority are worthless. (2) Whatever is inconsistent with observed facts must be discarded or revised. We must understand the Market as it is and not confuse how it is with how we wish it to be. (inspired by Carl Sagan)
 
 


6 Pages (Click to Jump) V   1 2 3 4 > » 

Back To Top Of Page
Reply to this topic


You agree through the use of ShareCafe, that you understand and accept the TERMS OF USE.


TERMS OF USE  -  CONTACT ADMIN  -  ADVERTISING