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Biotech Daily covers the major announcements from ASX-listed biotech companies as well as the major research institutes and developments in government policy.

Published shortly after the stock market closes five days a week - excluding public holidays - Biotech Daily is the only comprehensive daily source of information on the listed biotech sector.

The Biotech Daily Top 40 Index (BDI-40) is selected on the basis of interesting technologies, benefit to human health and investment potential. Market capitalization is important, but is not a sole arbiter.

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September BDI-40 Up 4%, ASX Done 0.6%
Big Caps Up 3.5%, NBI Up 0.06%

Living Cell Up 45%, Polynovo 36%, Impedimed 27%; Acrux Down 44%
 

Oct 2, 2017

Spring appears to have sprung for the biotechnology sector – up 4.2 percent in September compared to the ASX200 slipping 0.6 percent – but deceptively from a low base.

The collective market capitalization of the Biotech Daily Top 40 Index (which does not include the three Big Caps of Cochlear, CSL and Resmed) was down $1,524 million or 18.0 percent for the 12 months to September 30.

Sirtex has lost $1,081 million (58.4%) to $771 million over the 12 month period, while Impedimed was down $302 million (50.2%) to $299 million, Airxpanders shed $100 million (30.95%) to $223 million and Nanosonics retreated $225 million (22.4%) to $781 million.

Nanosonics is currently the biggest biotech by market capitalization (after the three Big Caps), followed by Sirtex, Mesoblast ($645 million) and Pro Medicus ($610 million).

And the three Big Caps of Cochlear, CSL and Resmed climbed a collective 3.5 percent in September and a significant 20.9 percent for the 12 months to September 30, beating the Nasdaq Biotechnology Index which was up 0.1 percent for the month and 15.4 percent for the year.

For the month of September, CSL climbed 4.3 percent to $60,628 million, Cochlear rose 1.96 percent to a record high of $9,161 million and Resmed was up 1.5 percent to $13,848 million.

Twenty-four of the BDI-40 companies were up, 15 fell and one was unchanged.

Ten were up by more than 10 percent and just three fell by more than 10 percent.

Pro Medicus’ $93 million improvement compensated for the Sirtex $94 million fall, while Starpharma climbed $87 million and Nanosonics was up $84 million, with Living Cell adding $32 million to the Index and Mesoblast recovering $20 million.

By percentage, Living Cell was the best, up 45.1 percent to $103 million, followed by Polynovo (36.1%), Impedimed (27.2%), Neuren (26.4%), Starpharma (22.7%), Oncosil (20.0%), Pro Medicus (18.0%), Ellex (17.9%), Airxpanders (17.4%) and Benitec (16.0%).

Acrux led the falls, shedding 44.2 percent to $24 million (from an all-time high of $723 million at May 31, 2012), followed by Viralytics (14.8%) and Sirtex (10.9%).

Outside the BDI-40, Cynata, Optiscan, Phylogica, Probiotec and Volpara have been impressive, with Patrys jumping 433.3 percent to a market capitalization of $16 million.

Volpara has been promoted into the BDI-40 and Atcor returns to the Third 20.

In the US, Aviragen (Biota) clung to life, up 9.7 percent to $34 million, Protagonist was up 9.8 percent to a record $381 million and Redhill was up 28.1 percent to $237 million.

 

BDI-40 v S&P ASX200 Jun 30, 2006 to Sep 30, 2017 
 
BDI-40 v S&P ASX200 Sep 30, 2016 to Sep 30, 2017 
 
 
Big Caps (Cochlear, CSL, Resmed) Year To Sep 30, 2017
 
 

 

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Biotech Daily Top 40 With Market Capitalization At Sep 30, 2017

 

* Biotech Daily editor, David Langsam, owns shares in Acrux, Admedus, Benitec, Mesoblast, Nanosonics, Optiscan
   and Volpara, as well as non-biotechnology stocks.
   Through Australian Ethical Superannuation he has an indirect interest in a range of biotechnology companies. 

   These holdings are liable to change: http://www.australianethical.com.au/who-we-invest-in