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2018 - The Year In Review

July BDI-40 Up 6%, Big Caps Up 7%,
ASX200 Up 3%, NBI Down 3% 

CSL Breaks $100bn, Pro Medicus Through $3bn

 Impedimed Up 68%, Imugene 55%, Amplia 50%, Cynata 44%;
Genetic Signatures Down 22%, Immutep 17%, Orthocell 14%

 

August 1, 2019

 

July has taken both the Biotech Daily Top 40 Index (BDI-40) and the three Big Caps to record highs, in line with the ASX200.

 

The BDI-40 was up 6.4 percent for the month to a collective market capitalization of $12,636 million, the ASX200 rose 2.9 percent to 6,813 points, while the Nasdaq Biotechnology Index (NBI) fell 3.1 percent.

 

For the year to July 31, the BDI-40 was up 42.9 percent, the ASX200 rose 8.5 percent, the NBI fell 9.4 percent, with the three Big Caps of Cochlear, CSL and Resmed (which are not included in the BDI-40) up 19.2 percent.

 

For July, the three Big Caps were up a collective 7.4 percent to a record $144,004 million. Resmed led the trio, up 10.7 percent to $27,236 million, Cochlear improved 6.7 percent to $12,718 million and CSL broke through the $100 billion mark for the second time, up 6.7 percent to $104,050 million.

 

Twenty-one of the BDI-40 stocks were up in July, with 15 up by more than 10 percent and 10 up more than 20 percent; while 17 fell, with eight down by more than 10 percent.

 

The difference in market capitalization between the BDI-40 and Second 20 requires they be reported separately.

 

Cynata was the best of the BDI-20, up 44.1 percent to $183 million. Telix rose 29.5 percent to $351 million and Pro Medicus put on $585 million in July, up 22.5 percent, to break the $3 billion mark at $3,186 million, followed by Compumedics (18.5%) and Ellex (18.4%).

 

Genetic Signatures led the BDI-20 falls, down $31 million or 22.1 percent to $109 million followed by Immutep (16.5%) and Pharmaxis (11.9%).

 

From much smaller bases, Impedimed was the best of the Second 20, recovering 68.2 percent to $74 million, followed by Imugene (55.2%), Amplia (50%), Oncosil (27.3%), Prescient (26.7%), Dimerix (23.1%), Kazia (13.6%), Antisense (10.5%) and Universal Biosensors (10.3%).

 

Orthocell led the Second 20 falls, retreating 14.1 percent from last month’s record high to $67 million, followed by Benitec (13.3%), Alterity (12.0%), Optiscan (11.1%) and Proteomics (10.7%).

 

It was a mixed month for the 18 companies in Cannabis Corner, up 11.5 percent to $1,913 million.

 

In the US, Vaxart (Biota) was up 6.7 percent to $$16 million, Eyepoint (Psivida) fell 13.3 percent to $215 million, Queensland’s Protagonist shed 6.7 percent to $377 million, while Israel’s Redhill with Australian assets was up 4.2 percent to $274 million.

 

Next Science will be promoted into the Second 20, replacing Benitec.

 

 

BDI-40 v S&P ASX200 Jun 30, 2006 to Jul 31, 2019 

 

3-Year Big Caps (Cochlear, CSL, Resmed) to Jul 31, 2019

BDI-40 ($m) v S&P ASX200 – Year to Jul 31, 2019 (current, raw data)