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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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 July BDI-40 Down 2.4%, Big Caps Down 2.4%
ASX200 Up 0.5%, NBI Down 1.7%

Osprey Up 275%, Alterity 117%, Imugene 90%
Nova (Ellex) Down 52%, Avita 32.5%

 

August 3, 2020

 
While the benchmark ASX200 managed to edge up half a percent in July, the Biotech Daily Top-40 Index (BDI-40) fell 2.4 percent, as did the three Big Caps of Cochlear, CSL and Resmed (which are not included in the BDI-40) with the Nasdaq Biotechnology Index (NBI) down 1.7 percent.
 
In July, 27 of the BDI-40 companies were up, 17 by more than 10 percent and 10 by more than 20 percent. Only 12 fell, with six down by more than 10 percent.
 
But the large percentage rises in the Second 20 fell short of compensating for the greater losses in the Top 20.
 
Osprey was by far the best, from the third lowest market capitalization at June 30, putting on 275.0 percent to $60 million in July.
 
(Mesoblast was the best in the BDI-20 up $344 million but only translating to an 18.2 percent increase.)
 
Alterity was up 116.9 percent to $39 million, followed by Imugene (90.3%), Amplia (62.5%), Proteomics (38.5%), Universal Biosensors (28.6%), Dimerix (27.5%), Pharmaxis (26.9%), Impedimed (25.8%) and Optiscan (22.2%).
 
Nova Eye (Ellex) led the falls, having sold off its major revenue-earning laser and ultrasound business, falling 52.0 percent to $47 million, followed by Avita taking a $314 million hit, or 32.5 percent, on its migration to the Nasdaq, where we are told there are better valuations of companies than the ASX.
 
LBT fell 20.4 percent to $43 million, followed by Medical Developments (13.3%), Clinuvel (12.6%), Polynovo (10.2%) and Pro Medicus (8.8%).
 
The collective market capitalization of the three Big Caps slipped 2.4 percent in July, with behemoth CSL down 4.4 percent to $124,614 million, while Resmed improved 2.7 percent to a record $40,658 million and Cochlear was up 2.3 percent to $12,691 million.
 
Cannabis Corner rose 9.2 percent in July to $1,066 million, down 44.2 percent for the year, and down 45.0 percent from the August 31, 2019 peak of $1,939 million.
 
Outside the BDI-40, Aroa Biosurgery had a stunning debut, putting it straight into the Third 20 and replacing Sienna which has become part of Bard1. Cogstate, Immuron, Genetic Technologies, Mach7, Memphasys, PYC, Race and Recce all strengthened in July.
 
On the Nasdaq, Redhill (with Australian assets) was up 14.6 percent, Queensland’s Protagonist fell 13.8 percent, with Eyepoint (Psivida) down 9.5 percent.
 
 
BDI-40 v S&P ASX200 Jun 30, 2006 to July 31, 2020 
 
 
5-Year Big Caps (Cochlear, CSL, Resmed) to July 31, 2020


BDI-40 ($m) v S&P ASX200 – Year to July 31, 2020 
(current, raw data)
 

  

 

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Biotech Daily Top 40 With Market Capitalization At July 31, 2020

 

* Biotech Daily editor, David Langsam, owns shares in Acrux, Alcidion, Alterity, Amplia, BTC Health, Cochlear
   Cynata, Mesoblast, Nanosonics, Neuren, Patrys, Polynovo, 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