The Armchair Analyst

The Armchair Analyst

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

Recent Articles

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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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

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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

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

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

Jan 23, 2026

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5 min read

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

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

Jan 22, 2026

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9 min read

Explained: Why Options Magnify Risk and Reward

Explained: Why Options Magnify Risk and Reward

Jan 21, 2026

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12 min read

Whale Watching: What is driving the share price?

Whale Watching: What is driving the share price?

Jan 20, 2026

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10 min read

On Edge: The Moment That Makes, or Breaks, a Biotech

On Edge: The Moment That Makes, or Breaks, a Biotech

Jan 19, 2026

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13 min read

The Cannabis Merger Trade: Liquidity First, Value Later

The Cannabis Merger Trade: Liquidity First, Value Later

Jan 16, 2026

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11 min read