The Armchair Analyst

The Armchair Analyst

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

Recent Articles

How medtech survives the SaaSpocolypes

How medtech survives the SaaSpocolypes

Feb 5, 2026

•

9 min read

How the analysts separate signal from noise

How the analysts separate signal from noise

Feb 4, 2026

•

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

•

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

•

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

•

13 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

•

9 min read

Hunting for the Next 4DX

Hunting for the Next 4DX

Jan 28, 2026

•

12 min read

The Hard Pivot: What happens after a biotech reboots?

The Hard Pivot: What happens after a biotech reboots?

Jan 27, 2026

•

11 min read

The $2m Oversight: Don't forget to Exercise

The $2m Oversight: Don't forget to Exercise

Jan 23, 2026

•

5 min read

Big Volume, Boring News: Why Stocks Move on “Nothing”

Big Volume, Boring News: Why Stocks Move on “Nothing”

Jan 22, 2026

•

9 min read

Explained: Why Options Magnify Risk and Reward

Explained: Why Options Magnify Risk and Reward

Jan 21, 2026

•

12 min read

Whale Watching: What is driving the share price?

Whale Watching: What is driving the share price?

Jan 20, 2026

•

10 min read