Syntara’s highly anticipated Phase 2 results in myelofibrosis—what the data tells us, why the market sold off, and what might come next in terms of funding or partnership.
Learn more at: www.fraziscapitalpartners.comNvidia’s Q1 PerformanceImpact of the H20 Chip Ban on ChinaMary Meeker: Big Tech CapEx TrendsAutonomous Driving in San Francisco: Waymo vs. UberLidar vs. Vision Debate and Safety ImplicationsLidar Startup Failures and Industry FalloutSpaceX Starship Test Flight & 2026 Mars Launch WindowHumanoid Robots and Potential Economic ImpactAI Attention Economy & ChatGPT vs. Google SearchDeveloper Growth in Google’s EcosystemAWS CapEx Dynamics & Nvidia...
HIMS, NU, MELI, AMD & Aussie Biotech
Anteris CEO explains why their new biomimetic heart valve can take serious market share in a $10 billion market. It's currently implanted in over 100 patients, and surgeons are delighted with the results. The market is sleeping on this one...
Mike and Ellianna discuss
#87 - Google earnings, and was that a low in semis and biotech? Mike and Ellianna discuss
Mike and Ellianna discuss the latest market moves.Sections00:00 - US Tariffs and Market Reactions06:35 - Managing Risk12:41 - Opportunities in Tech and Healthcare21:18 - Reddit23:54 - Market Dynamics and Short Selling28:54 - Clarity's Market Position and Future Prospects33:43 - Biotech Sector Valuation and Mispricing35:55 - Interest Rates and Economic Implications39:50 - Future Investment Strategies and Growth Opportunities
00:00 Welcome Back and Market Overview03:05 Navigating the Macro Environment05:59 Company Developments and Fast Track Designations09:11 Short Selling and Market Sentiment12:08 Innovations in PSMA Targeting Agents15:03 Financing Strategies and Market Positioning17:46 Clinical Trials and Sensitivity Improvements21:14 Regulatory Pathways and Market Entry24:00 Future Prospects and Market Dynamics35:30 Market Opportunities and Product Expansion35:59 Advancements in Diagnostics and Treatment39:03 Dose...
00:00 - Introduction to Radiopharmaceuticals and PSMA 03:00 - Current State of PSMA in Prostate Cancer Treatment 06:04 - Comparative Analysis: US vs Australia in Radiopharmaceuticals 09:02 - Imaging Techniques and Their Impact on Diagnosis 12:14 - The Patient Journey: From Diagnosis to Treatment 14:56 - Challenges in Sensitivity and Specificity of Imaging 17:57 - Post-Treatment Monitoring and Biochemical Recurrence 21:09 - Innovations in Radiopharmaceuticals and Future Directions 23:57 - Market ...
Equity sell off - the real deal? Strategy update from Michael Frazis
00:0 True Customer Love and Explosive Growth02:05 - Portfolio update04:09 - Hims: A Case Study in True Customer Love and Explosive Growth07:18 - Defining True Customer Love11:33 - The Future of Hims and Market Dynamics in GLP-1sClarity's Fast-Tracked Approval and Market Response27:06 - Short Selling in CU629:59 - If you want to be valued like a US biotech company, you have to be capitalized like one32:10 - Clarity's FDA trial timeline36:33 - Updates from Nubank and MercadoLibre 40:54 - Customer ...
#82: Ellianna joins to talk DeepSeek, winners and losers, and 2024 in review
Timestamps 00:00 - The Rise of DeepSeek: A Game Changer in AI 02:52 - Impact on Valuations and Capital Expenditure 05:55 - Investment Strategies in 2025 08:52 - Focus on Australian Biotech and Healthcare Takeaways DeepSeek's AI system is a major disruptor in the market. The release of model weights challenges existing AI business models. Investors are reconsidering large investments in foundational models. Apple and AWS may benefit from the efficiency of DeepSeek's model. Semiconductor investmen...
#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 - Ort...
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 Ev...
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 ...
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 Ma...
#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 defenc...
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 Ph...
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
