Health Care and Biotech

Bionomics has entered a potentially valuable deal as global Pharma giant Merck stumps up all development costs for the company’s Alzheimer’s drug.

Baillieu Holst scrutinises positive potential across a host of Australian biotech stocks and suggests a prefered portfolio for investors.

Bell Potter initiates coverage on Mayne Pharma and takes a contrary stance to other brokers.

Baillieu Holst takes a look at the significant upside for Cellmid’s cancer targeting technology.

Virtus Health has made its first acquisition since listing, a 70% stake in an Irish IVF clinic.

Stem cell developer Cynata Technologies has found a fan in Baillieu Holst because of the potential to revolutionise regenerative medicine.

Fisher & Paykel Healthcare delivered a record profit in FY14 but remains cautious regarding FY15 growth, as currency hedges are due to roll off and ResMed is lurking.

The Australian government’s plans to introduce a GP co-payment had a negative initial impact on key healthcare stocks but brokers believe panic is premature.

More market volatility from 2015; Oz labour market; US corporate tax minimisation and Australian takeover targets; and Listed Investment Companies.

It could have been worse, brokers agree, but there are negatives/positives for healthcare, infrastructure, retail and other sectors. Stock impacts debated.