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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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15-Year BDI-40 Up 633% To Record $26b
Big Caps Up 1031%, ASX200 Up 44%

YTD - Imugene Up 1215%, Actinogen 764%, Optiscan 689%, Patrys 685%

 July 1, 2021

 
We stress the ‘collective’ for the Big Caps (which are not included in the BDI-40) because it was the June 20.9 percent Resmed rise and Cochlear’s 10.8 percent increase that compensated for CSL’s 1.7 percent retreat.
 
For the year to June 30, 2021, the three Big Caps were up 6.4 percent, compared to the BDI-40 up 42.4 percent, the ASX200 up 24.0 percent and the Nasdaq Biotechnology Index up 19.8 percent.
 
Cannabis Corner looked good, climbing 55.8 percent for the year, but that was compared to June 30, 2020 when the sector was recovering from the realization that - despite the claims - marijuana wouldn’t cure coronavirus. The 22 companies fell a collective 6.2 percent in June.
 
But for the 15 years since inception, the BDI-40 was up 517.5 percent, from a collective market capitalization of $3,563 million to $22,002 million. In adjusted terms it is up 633.3 percent to $26,127 million, compared to the ASX up 44.1 percent for the 15 years.
 
The collective market capitalization for the three Big Caps on June 30, 2006 was $17,156 million. They have climbed 1,030.98 percent in 15 years.
 
The year to June 30, 2021 saw huge gains and generally modest falls with 26 of the BDI-40 stocks up and 14 down. Five companies were up more than 500 percent.
 
Because we accept that “the market is never wrong” Biotech Daily is using the published market capitalization of the gravity-defying Imugene, but even discounting its doubling in May to near $2 billion, the BDI-40 is still at a record level and through $21 billion.
 
Imugene eased 10.5 percent in June to $1,762 million, but was easily the best for the 12 months to June 30, up 1,214.9 percent, followed by Actinogen (764%), Optiscan (689%), Patrys (685%), Prescient (614%), Immutep (441%), Telix (427%), Universal Biosensors (326%), Kazia (287%), Amplia (263%), Alterity (222%), Antisense (211%), Impedimed (153%), Proteomics (149%) and despite adding $3,369 million to the index, Pro Medicus was 15th, up 122.5 percent for the year.
 
LBT led the falls, down 59.3 percent to $22 million, followed by Oncosil (55.2%), Nova Eye (53.1%), Genetic Signatures (48.9%), Dimerix (43.5%), Paradigm (32.8%), Avita (32.7%), Mesoblast (32.2%), Medical Developments (29.9%) and Opthea (26.1%).
 
Outside the BDI-40, Alcidion, Anteo, Cogstate, Emvision, Imagion, Incannex, Micro-X, Noxopharm, Race and Rhythm all had a very strong 12 months.
 
On the Nasdaq, Queensland’s Protagonist climbed 211.3 percent to $2,839 million over the 12 months, while Eyepoint (Psivida) was up 151.8 percent to $345 million, and Israel’s Redhill with Australian assets was up 25.4 percent to $429 million.
 
 
BDI-40 v S&P ASX200 Jun 30, 2006 to Jun 30, 2021 
 
5-Year Big Caps (Cochlear, CSL, Resmed) to Jun 30, 2021


BDI-40 ($m) v S&P ASX200 – Jan 31, 2020 - Jun 30, 2021 
(current, raw data)
 

  

 

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Biotech Daily Top 40 With Market Capitalization At Jun 30, 2021

 

* Biotech Daily editor, David Langsam, owns shares in Acrux, Actinogen, Alcidion, Alterity, Amplia, BTC Health, Cochlear
   Control Bionics, Cynata, 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: 
   https://www.australianethical.com.au/personal/ethical-investing/companies-we-invest-in/