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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.

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September BDI-40 Down 4%, ASX200 Down 3%
Big Caps Down 8%, NBI Down 5%

 Friday October 1, 2021

All indices retreated from last month’s record highs, with the Biotech Daily Top-40 Index (BDI-40) down 4.2 percent, the ASX200 down 2.7 percent, the three Big Caps down 7.6 percent and the Nasdaq Biotechnology Index (NBI) down 4.9 percent.
 
The collective market capitalization of the three Big Caps of Cochlear, CSL and Resmed (which are not included in the BDI-40) fell 7.6 percent in September to $199,374 million, with CSL leading the pack, down 7.9 percent to $130,713 million.
 
Resmed retreated 7.3 percent to $54,257 million - its second highest end of month valuation - while Cochlear shed 6.1 percent to $14,404 million.
 
For the year to September 30, the BDI-40 was up 33.5 percent, the benchmark ASX200 was up 26.1 percent, the Big Caps rose 9.5 percent and the NBI was up 19.5 percent.
 
The September BDI-40 saw a plethora of small falls and rises, but Imugene added a further $410 million to its already gravity-defying $2,212 million to close the month at $2,622 million. Pro Medicus lost $1,096 million to a market capitalization of $5,488 million.
 
Twenty of the BDI-40 companies were up, eight by more than 10 percent, while 17 fell, with eight down by more than 10 percent.
 
Medical Developments was the best, recovering $110 million or 42.5 percent to $369 million, followed by Prescient up $43 million in the month or 34.4 percent to a record $168 million, Imugene (18.5%), Actinogen (14.2%), Kazia (13.1%), Orthocell (11.4%), Cynata (10.7%) and Starpharma (10.4%).
 
Osprey again led the falls, down a further $8 million or 28.6 percent to $20 million, followed by Resonance (22.6%), Proteomics (19.0%), Pro Medicus (16.6%), Telix (15.9%), Polynovo (15.1%), Dimerix (13.8%) and Universal Biosensors (11.6%).
 
Outside the BDI-40, Atomo, Emvision, Cogstate and Anteo were resilient in September. The collective market capitalization of the 22 companies in Cannabis Corner was up 0.75 percent to $1,737 million.
 
On the Nasdaq, both Queensland’s Protagonist and Redhill (with Australian assets) fell sharply on news that the US Food and Drug Administration had placed a hold on the former’s rusfertide (PTG-300) cancer trials; and the latter’s opaganib failed to meet its endpoints for hospitalized patients with severe Covid-19 pneumonia.
 
Protagonist fell 63.0 percent to $1,166 million and Redhill lost 54.1 percent to $296 million. Eyepoint (formerly Psivida) looked good by retreating just 3.5 percent to $415 million.
 
With a raft of new listings over the past year, the BDI-40 is under review – a task that no longer can be put off. Deciding who to promote is easier than deciding who to demote.
 
Among the contenders for promotion are 4D Medical, Aroa, Atomo, Clarity, Emvision, Imagion, Imricor, Lumos, Pacific Edge and Trajan, with only three or four companies on the potential demotions list. 
 
 
BDI-40 v S&P ASX200 Jun 30, 2006 to Sep 30, 2021 
 
5-Year Big Caps (Cochlear, CSL, Resmed) to Sep 30, 2021


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

  

 

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

 

* Biotech Daily editor, David Langsam, owns shares in Acrux, Actinogen, Alcidion, Alterity, Amplia, BTC Health, Clarity, 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/