Good morning, Armchair Army,
Welcome to today's edition of The Armchair Analyst, a 5-minute daily update on the ASX life-sciences sector.
Six months ago I launched this newsletter with one guiding principle…
Make it easy for everyday investors to understand ASX healthcare stocks.
I wanted to tell the story behind the stock, in the way I'd explain it to a mate at the pub.
But there is more to investing than that…
The people behind the stock.
Because as one wise broker once told me, “at this end of the market, ALL that matters are the people”.
That is why I am launching my first in-person event.
Armchair After Market
Just for the Armchair Army.
(This is an absolute first for me; I’ve been working on it for a while and I think that you guys will really enjoy it!)
An in-person event, fireside conversation with the CEOs of my three favourite stocks.
(With some beers and nibbles afterwards)
Featuring:
Will Knox, the CEO of Tetratherix (ASX: TTX)
Jeremy Steele, CEO of Control Bionics (ASX: CBL)
Greg Hutchinson, Exec Chair of Emyria (ASX: EMD)
(oh, and me!)
If you’re in Melbourne on Thursday, August 27th, from 3:30pm, reserve a spot. Space is limited.
Big shoutout to Investor Hub for offering to host the event.
No pitch deck. No shills.
Just great conversations with the leaders of the companies that I like the most.
Again, reserve your spot here (it’s free and space is limited):
Let’s dive in…
The Pulse Check
I had to check that my ASX announcement tracker was working this morning.
What my newsfeed feels like…
Dimerix (ASX: DXB) will provide its investigational therapy, DMX-200, to eligible patients through a post-trial access pathway. (DXB)
ReNerve (ASX: RNV) secures a convertible note funding facility with RiverFort for up to A$5 million, with an initial drawdown of A$1.6 million. (RNV)
🪑 I never love these convertible notes.
M&A, Big Pharma Wants a Wife
AstraZeneca and Sino Biopharmaceutical strike ex-China licensing deal for COPD candidate TQC3721, with US$200M upfront and up to US$1.9B total. (FierceBiotech)
See you all tomorrow,
The Armchair Analyst
PS. You still here?… Reserve your spot for Armchair After Market now.
