The Armchair Analyst

The Armchair Analyst

5-minute daily updates on the ASX life-sciences sector.

Recent Articles

Why I'm not catching the CSL falling knife

Why I'm not catching the CSL falling knife

Feb 11, 2026

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8 min read

A 20-Year Overnight Success: The Memphasys (ASX: MEM) Story.

A 20-Year Overnight Success: The Memphasys (ASX: MEM) Story.

Feb 10, 2026

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13 min read

Why fundamental analysis doesn't work for Biotech Stocks

Why fundamental analysis doesn't work for Biotech Stocks

Feb 9, 2026

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8 min read

No Man's Land: Why Cheap Stocks Can Still Be Hard Trades

No Man's Land: Why Cheap Stocks Can Still Be Hard Trades

Feb 6, 2026

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11 min read

How medtech survives the SaaSpocolypes

How medtech survives the SaaSpocolypes

Feb 5, 2026

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9 min read

How the analysts separate signal from noise

How the analysts separate signal from noise

Feb 4, 2026

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13 min read

The Platform Was the Prize: Starpharma’s 25-Year Pivot

The Platform Was the Prize: Starpharma’s 25-Year Pivot

Feb 3, 2026

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12 min read

What Happens After the Gold Rush? From Miners to Molecules

What Happens After the Gold Rush? From Miners to Molecules

Feb 2, 2026

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10 min read

Is the RAT Back? The Return of Rapid Point-of-Care Diagnostics

Is the RAT Back? The Return of Rapid Point-of-Care Diagnostics

Jan 30, 2026

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12 min read

My playbook for "confession season", also known as quarterly season

My playbook for "confession season", also known as quarterly season

Jan 29, 2026

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9 min read

Hunting for the Next 4DX

Hunting for the Next 4DX

Jan 28, 2026

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12 min read

The Hard Pivot: What happens after a biotech reboots?

The Hard Pivot: What happens after a biotech reboots?

Jan 27, 2026

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11 min read