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INDEPENDENT RESEARCH MEDIA HOUSE FOR THE ASX. DEPTH OVER HYPE.
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Lumos Diagnostics (ASX: LDX) - The FebriDx Test, the Evidence and the US Rollout
The FebriDx test from Lumos Diagnostics (ASX LDX) helps tell bacterial from non-bacterial respiratory infections. Samso reads the trials and the cash.
Noel Ong
2 days ago33 min read
What Makes a Mining Project Viable in 2026, Part 2 of 3 – Who Will Put Up the Money
Mine financing in 2026 as interest rates rise, and how a royalty, a gold stream, a US price floor and Chinese partners are funding mining projects.
Noel Ong
5 days ago37 min read
Recce Pharmaceuticals (ASX: RCE) - The Science Behind R327 and the Phase 3 Review Ahead
Recce Pharmaceuticals' synthetic antibiotic R327, what its Phase 3 trials have and have not shown, the Arrotex licence, and the cash, debt and AGM.
Noel Ong
6 days ago37 min read
Data Centres in Australia - Where to Build One and Why
Data centres in Australia, and where a new one could go. Sydney, Melbourne, Brisbane and Perth compared on power, the grid queue, prices and planning.
Noel Ong
7 days ago28 min read
Island Pharmaceuticals (ASX: ILA) - Galidesivir, Marburg and the Ebola Outbreak
Island Pharmaceuticals (ASX ILA) is taking galidesivir to the FDA for Marburg. We cover the monkey data, the Ebola outbreak, the timeline and the cash.
Noel Ong
7 days ago34 min read
Clever Culture Systems (ASX: CC5) - The AI Plate Reader, Its Pharma Customers and the Cash
Clever Culture Systems (ASX CC5) sells an AI plate reader to AstraZeneca and Pfizer. Samso reads the customer data, the PSC Biotech deal and the cash.
Noel Ong
Nov 334 min read
Iron Ore Price Forecast to 2030 and What a Rising Surplus Means for ASX Stocks
SMM's iron ore price forecast eases to about US$90 a tonne by 2030. Why the price may hold, and what it means for BHP, Rio, Fortescue and ASX stocks.
Noel Ong
Nov 338 min read
The Business of FDA Approvals
The FDA approval process explained for drugs, devices and tests. What approval gives a company, what it does not, and the ASX record.
Noel Ong
Nov 247 min read
What Makes a Mining Project Viable in 2026, Part 1 of 3 – The Economics Have Changed
Mining project feasibility in 2026, from Hermosa's US$1.1bn overrun to Kayelekera's restart, with gold, diesel, acid and interest rates as at October.
Noel Ong
Oct 3035 min read
Cleo Diagnostics (ASX: COV) - The Ovarian Cancer Blood Test, the Evidence and the FDA Submission
Cleo Diagnostics (ASX COV) plans an FDA submission for its ovarian cancer blood test in the first half of 2027. Samso reads the evidence and the cash.
Noel Ong
Oct 2846 min read
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