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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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YTD: BDI-40 Up 125%, Big Caps 62%, ASX200 20%

January BDI-40 Up 13%, Big Caps 12% - All Records Broken 


February 3, 2020

Australian Biotech started the year by breaking all previous records, again.
The Biotech Daily Top-40 Index (BDI-40) climbed a further 13.1 percent in January, to a record collective market capitalization of $16,788 million (unadjusted, raw data), with the three Big Caps of Cochlear, CSL and Resmed (which are not included in the BDI-40) up 12.4 percent to a collective market capitalization of $190,721 million.
The sector’s best companies are worth more than $200 billion. A further 100 companies have market capitalizations ranging from $2 million to $750 million.
The benchmark S&P ASX200 improved 5.0 percent in January, while the Nasdaq Biotechnology Index (NBI) fell 5.6 percent.
For the 12 months to January 31, 2020, the BDI-40 was up 125.1 percent, the three Big Caps rose 61.6 percent, the ASX200 improved 19.6 percent, with the NBI up 3.6 percent.
In January, Resmed climbed 14.4 percent to $36,014 million, CSL was up 12.6 percent to $140,926 million, with Cochlear up 6.0 percent to $13,781 million.
Twenty-one BDI-40 companies were up in January, 11 by more than 10 percent and four up more than 40 percent in 31 days; while 18 fell, with eight losing more than 10 percent.
Nanosonics was up a modest $147 million or 7.7 percent, to re-join Pro Medicus in the $2 billion club, but Polynovo was January’s best, up 49.8 percent to $1,950 million – just outside the $2 billion club and needing to climb 22.5 cents to $3.025 to be included.
Paradigm was up 44.0 percent to $831 million, followed by Mesoblast (42.9%), Next Science (42.8%), Immutep (29.7%), Amplia (25%), Opthea (15.5%), Oncosil (14.95%), Medical Developments (14.5%), Neuren (14.1%) and Genetic Signatures (12.2%).
Pharmaxis led the falls, down 28.6 percent to $45 million and less than half its value a year ago, followed by Impedimed down 21.4 percent, Optiscan (16.7%), Compumedics (16.2%), Osprey (15.4%), Resonance (14.6%), Antisense (13.2%) and Prescient (12.5%).
Outside the Top 40, Alcidion is hovering around the $200 million mark. Biotron has returned to favour, Mach7 and Medadvisor improved in January and for the year to January 31, with Cogstate, Palla Pharma and Zelira recovering.
On the Nasdaq, Eyepoint (formerly Psivida) climbed 26.9 percent to $302 million Queensland’s Protagonist improved 8.8 percent to $297 million, while Israel’s Redhill with Australian assets fell 8.2 percent to $279 million.
Cannabis Corner straightened up 21.2 percent in January from the historic low of $869 million to $1,052 million, but still 45 percent down from the July 31 high of $1,913 million.
Cann Group bounced back 104.4 percent from $90 million to $184 million, Elixinol was up 35.9 percent to $106 million – a long way from its $587 million peak. Note the volatility.

BDI-40 v S&P ASX200 Jun 30, 2006 to Jan 31, 2020 
3-Year Big Caps (Cochlear, CSL, Resmed) to Jan 31, 2020

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



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


* Biotech Daily editor, David Langsam, owns shares in Acrux, Alterity, Amplia, 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: