It's safest in the barrel
But that doesn't mean it's safe
Analysis
Investment analysis and insights from our team
December Investment Update
December Investment Update
Neocloud collapse and rolling markets
November 2025 Investment Update
October 2025 Investment Update
A decisive turn in US biotech
September 2025 Investment Update
September investment update and a new investment in US healthcare
Pancreatic cancer and Amplia Therapeutics
A conversation with CEO Dr Chris Burns
The big quant surge is behind us - what's next?
And Microsoft replaces ~$20 billion of capex with a signature
August Investment Update
Internal research and company updates
Clarity's raise, an interview with Ausbiz, and a guest post from Costa
July 2025 Investment Update
Semis, superclusters, and next-generation biotech. Is the suffering finally over for gene therapies?
June 2025 Investment Update
HIMS, US growth, and Aussie biotechs Syntara, Clarity Pharmaceuticals and Amplia
Hyperscalers, Humanoids and the Attention Economy
And some good news from Skin2Neuron
May Investment Update
A cell therapy Curing Alzheimer's in dogs and people
Skin2Neuron CEO Brendon Boot discusses their innovative cell therapy for Alzheimer's disease. Highly effective, they're planning first-in-human trials soon...
CEO Series: the next generation of heart valves with Anteris CEO Wayne Paterson
Anteris CEO Wayne Paterson discusses their new heart valve, the commercial opportunity, the competitive landscape, and the state of the biotech market.
April 2025 Investment Update
Clarity Pharmaceuticals
An updated outlook and an interview with Executive Chair Dr Alan Taylor
The frontier of radiopharmaceuticals with research superstar Professor Louise Emmett
Opthea
March 2025 Strategy Update
March 2025 Strategy Update
Michael Frazis gives an update on the
February Market update
True customer love and explosive growth
Still works
Aussie unicorns
Open-weight vs open-source, new opportunities, and 2024 in review
DeepSeek Disruption
An interview with Ausbiz
January 2025 Investment Update
Orthocell, a conversation with CEO Paul Anderson
CEO Series
Syntara!
And our November investment update
Immutep interview with CEO Marc Voigt
And an impending update from Syntara