Frazis Capital Podcast

#80: Aliens, Syntara and the NDIS with Arjun Balaji

Paul Anderson, CEO of Orthocell, discusses the company's collagen-based medical devices aimed at regenerative medicine. He covers their products for bone regeneration, nerve repair, and tendon repair, highlighting their clinical success and market potential. The conversation also covers the company's strategic partnerships, regulatory approvals, and future plans for expansion, particularly in the U.S. market. Paul emphasizes the company's commitment to manufacturing in Australia. Takeaways - Orthocell specializes in regenerative medicine with a focus on collagen-based products. - The company has developed three main products for bone, nerve, and tendon repair. - Their bone regeneration product is approved in multiple jurisdictions, including the U.S. and Europe. - The nerve repair product aims to improve surgical outcomes by reducing scar tissue. - Clinical trials have shown an 85% success rate in nerve repair surgeries. - The market for their products is estimated to be worth $3.5 billion globally. -

Michael Frazis interviews Marc Voigt, CEO of Imutep, discussing the challenges of lung cancer, the evolution of immunotherapy, and the innovative approaches Imutep is taking in cancer treatment. They explore clinical trial data, commercial opportunities, and advancements in autoimmune disease research, while also addressing the financial health and future directions of Immutep. 00:00 Introduction to Lung Cancer and Its Challenges 02:32 Understanding Treatment Options for Lung Cancer 05:22 The Evolution of Immunotherapy 08:00 Imutep's Innovative Approach to Cancer Treatment 10:39 Clinical Trials and Promising Data 13:47 Collaboration with Merck and Future Prospects 25:48 Clinical Trials and Efficacy Analysis 28:03 Commercial Opportunities in Oncology 31:15 Acquisition Trends in Biotech 31:38 Advancements in Head and Neck Cancer Treatment 37:32 Exploring Autoimmune Disease Treatments 45:26 Financial Strategies and Investment Priorities Keywords lung cancer, immunotherapy, clinical trials, cancer treatment, a

Michael Frazis and Arjun Balaji discuss the current state of the markets, the shifts in healthcare and the performance of small-cap tech stocks. They analyze the challenges faced by major pharmaceutical companies like Pfizer and Moderna, particularly in light of political changes and scrutiny. The discussion also delves into the role of advertising in the pharmaceutical industry, the impact of AI tools on research and investment strategies, and the potential of proprietary and synthetic data in AI development. The conversation concludes with thoughts on the future of search engines and the unique data advantages held by companies like Tesla.

00:00 Introduction and Background 02:02 Political Landscape and Global Trends 05:58 Australia's secret One Child policy 09:59 COVID-19 Policies and Public Trust 13:49 Biotech Regulation and the FDA 18:08 Emerging Trends in Biotech 26:01AI in Drug Discovery and Development 30:03 AI's Role in Drug Development 34:49 Challenges in Drug Trials and Regulation 40:00 The Debate on Drug Marketing and Advertising 45:01 The Future of AI and Big Tech Regulation 55:00 Big Tech's Regulatory Landscape 59:04 Market Dynamics and Investment Strategies

#75: Big tech roundout with Meta and why the shtcos are rallying

Amazon, Microsoft and Google report! (and an election)

#73: Strategy Update - cars, semis, smartphones and algorithms

#72: Hashan de Silva joins us to cover CurvebeamAI, Syntara, a new approach to Alzheimer's and his new fund

#71: Double or Nothing - Misha's new fund, the crash (and recovery), driverless cars, and UK turmoil

Dr Alan Taylor discusses Clarity Pharmaceuticals in depth.

It must be a uniquely modern horror to see a drone flying towards you with a grenade strapped, and it must be all the worse to know your last moments are being filmed. Drones are now ubiquitous across the battlefields of Ukraine, Gaza, and shipping lanes in the Middle East. Costing relative pittances, cheap drones loaded with explosives can destroy military hardware worth millions, or in the case of ships, billions of dollars. They can combine in swarms to overwhelm even the most advanced defence systems, and mask deadlier missiles and weaponry.  This new asymmetry has changed the battlefield, so it was timely to sit down with Oleg Vornik, CEO of Droneshield, to discuss how their technology can detect and disable these deadly low-cost swarms.  There are handheld versions sold to soldiers and spies, larger systems for tanks and ships, and larger systems still with a broader range of senses for airfields, bases, and civilian sites like prisons and airports. Drones can be shot down with guns, caught in a net by

Dodging the bloodbath in midcap tech

Clarity Pharmaceuticals Success: Clarity Pharmaceuticals reported a significant response in a patient with metastatic castrate-resistant prostate cancer. The patient received two cycles of copper 67 Biss. PSMA, and after six months from the second dose, there was no evidence of PSA, indicating a potential cure. This is noteworthy because the patient had undergone extensive prior treatments, including chemotherapy and androgen deprivation therapy. Trial Progress and Market Potential: Clarity Pharmaceuticals has been releasing data as each cohort progresses in their trial, currently in the fourth cohort of phase one. The market potential for effective prostate cancer treatment is significant, estimated at over $6 billion. The company's stock is trading at around $650 million, with considerable interest from both investors and pharmaceutical companies due to the promising trial results. Director Confidence and Financials: Directors have shown confidence in the company by purchasing

Episode #66: A crack in the semi facade? Angus Walker joins us

Interesting perspectives from Microsoft

Semis, Tesla and interest rates, what we're looking at right now

The three revolutions of 2023 and where they will go in 2024. And our top ASX pick...

Medtech, liquidity, and talking computers

Bond yields hit cycle highs, medtech takes a GLP-pounding, Nvidia and Microsoft do some cool science, and all roads in semiconductors lead to TSMC.