The Armchair Analyst

Level up your ASX biotech knowledge

Recent Articles

The Cannabis Merger Trade: Liquidity First, Value Later

The Cannabis Merger Trade: Liquidity First, Value Later

Jan 16, 2026

•

11 min read

The moment that Chinese biotechs went from 'too hard' to 'too hard to ignore'

The moment that Chinese biotechs went from 'too hard' to 'too hard to ignore'

Jan 15, 2026

•

11 min read

The Art of the Capital Raise

The Art of the Capital Raise

Jan 14, 2026

•

7 min read

The Problem With Being the Best Stock in the Market

The Problem With Being the Best Stock in the Market

Jan 13, 2026

•

9 min read

What happens when pharma’s biggest accidental blockbuster comes off patent?

What happens when pharma’s biggest accidental blockbuster comes off patent?

Jan 12, 2026

•

9 min read

Biotech’s biggest week starts as the M&A window opens

Biotech’s biggest week starts as the M&A window opens

Jan 9, 2026

•

7 min read

The $12M Prize: How PER Survived Two Board Coups and Lived to Fight On

The $12M Prize: How PER Survived Two Board Coups and Lived to Fight On

Jan 8, 2026

•

8 min read

What does it mean to be a "platform technology"?

What does it mean to be a "platform technology"?

Jan 7, 2026

•

5 min read

Selling Too Early: The Trade That Made Nyrada’s Run Possible

Selling Too Early: The Trade That Made Nyrada’s Run Possible

Jan 6, 2026

•

9 min read

Day #1: The Biotech 165 Challenge Begins

Day #1: The Biotech 165 Challenge Begins

Jan 5, 2026

•

13 min read

Biotech is the Most Mispriced Sector on the ASX (and the Three Stocks That Proved It)

Biotech is the Most Mispriced Sector on the ASX (and the Three Stocks That Proved It)

Dec 19, 2025

•

11 min read

Putting ASX Healthcare in the Hot Seat in 2026

Putting ASX Healthcare in the Hot Seat in 2026

Dec 18, 2025

•

6 min read