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Biotech Daily covers the major announcements from more than 140 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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Year to June 30 BDI-40 Up 18%, ASX200 Up 8%
Big Caps Up 4%, NBI Up 7%

June BDI-40 Up 1%, ASX200 Up 3%
Big Caps Up 4%, NBI Up 1%

 Y-T-D Volpara Up 303%, Oncosil 206%; Airxpanders Down 86%, Reva 75%

July 2, 2018

While the ASX200 was up 3.0 percent in the month of June, with the Biotech Daily Top 40 Index (BDI-40) up 1.0 percent, for the financial year the BDI-40 doubled the benchmark index.
 
This month’s data has been complicated by the $502 million departure of Viralytics, with the raw or unadjusted BDI-40 up 1.0 percent for the month and 26.4 percent for the year to June 30, 2018, while the adjusted index was up 0.7 percent for the month and 17.9 percent for the year.
 
The raw data compares the current 40 companies’ cumulative market capitalizations against those companies’ previous values one month and one year ago. The adjusted index compensates for the departure of companies over time, as do the S&P indices.
 
The three Big Caps of Cochlear, CSL and Resmed (which are not included in the BDI-40) improved 3.6 percent for the month and 38.4 percent for the year to record highs, with CSL up 3.6 percent and 39.1 percent, respectively, to $87,141; Resmed up 4.3 percent and 41.4 percent, respectively, to $20,124 million; and Cochlear up 2.0 and 29.0 percent respectively to $11,519 million.
 
The Nasdaq Biotechnology Index (NBI) was up 1.35 percent in June and 6.5 percent for the year (see charts below).
 
The month of June saw modest to significant falls, with just 11 BDI-40 companies up, 25 down and four unchanged, saved by Nanosonics up $150 million, Pro Medicus up $64 million and Sirtex rising $114 million.
 
The best in June were Avita, up 66.0 percent to $88 million, followed by Oncosil (21.0%), Nanosonics (18.8%), Opthea (16.5%), Cynata (9.2%) and Pro Medicus (8.4%).
 
The worst were led by Impedimed down 25.0 percent to $150 million, ITL (23.8%), Compumedics (22.7%), Admedus (20.7%), Prescient (20.7%), Reva (18.4%) and Immutep (16.1%).
 
For the 12 months to June 30, 13 companies were up more than 50 percent, led by Volpara up 302.9 percent; Oncosil (206.4%), Polynovo (198.3%), Imugene (167.7%), Neuren (145.1%), Cynata (136.4%), Prescient (109.1%), Sirtex (87.0%), Avita (79.6%) and Immutep (62.1%).
 
Curiously, the deepest falls were dominated by US-based companies, led by Airxpanders shedding 86.0 percent of its market capitalization from $186 million to $26 million, followed by Reva (74.8%), ITL (68.0%), Osprey (50.5%), Impedimed (47.0%), Ellex (31.8%), Opthea (29.3%) and Mesoblast (21.1%).
 
Outside the BDI-40 and generally from very low bases, The Three Hundred Club – companies up 300 percent in 12 months – included Paradigm, Bard1 and Bioxyne.
 
But the best by far was Dr Greg Collier’s Invion with a 4,575 percent improvement from $4 million to $187 million, followed by former Chemgenex team-mate Dr James Campbell’s Patrys up 1,425 percent from $4 million to $61 million.
 
I don’t know what they put in the water in Geelong, but it’s worthy of investigation.
 
Other not-so-shabby performances were recorded by Invitrocue (833.3%), Cann Group (695.7%), Botanix (288.2%), Noxopharm (228.6%), Medadvisor (209.5%), Probiotec (208.7%) and Painchek (200.0%).
 
The 16 companies in Cannabis Corner fell 5.1 percent in June but were up a notional 212.5 percent for the year, with several listing during the 12-month period and not having a market capitalization 12 months ago.
 
 
BDI-40 v S&P ASX200 Jun 30, 2006 to Jun 30, 2018 
 
Big Caps (Cochlear, CSL, Resmed) Jun 30, 2015 To Jun 30, 2018
 
 

 

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Biotech Daily Top 40 With Market Capitalization At Jun 30, 2018

 

* Biotech Daily editor, David Langsam, owns shares in Acrux, Benitec, Innate, Mesoblast, Nanosonics, Optiscan,
   Patrys, Polynovo, Prana, Telix 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