Відео

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 t...

Marc Voigt, CEO of Immutep, joins to discuss 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 a...

Michael Frazis and Arjun 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 tool...

Arjun Balaji joins us to talk Australia's secret one child policy, Trump's FDA, biotech opportunities and AI in drug discovery 00:00 - Introduction and Background 02:02 - Trump Victory! 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 26:01 - AI in Drug Discovery and Development 30:03...

And why the shtcos are ripping

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

Strategy Update - Frazis Capital - 21 October 2024

Hashan de Silva joins us to cover Curvebeam, Syntara, a new approach to Alzheimer's and his new fund.

Double or Nothing - Misha's new fund, self-driving taxis, and a global flash crash

Timestamps 0:20 - Dr Alan Taylor introduces radiotherapies and the explosion of interest in targeted radiotherapies in cancer 1:43 - Lutetium and Copper as radioactive payload 2:00 - The early history of Clarity Pharmaceuticals, the development of the copper cage 4:40 - Novartis’s Pluvicto blockbuster 4:50 - Comments on Telix 5:11 - Advantages of Copper over Lutetium, Gallium and Fluorine 6:37 ...

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 ca...

Crashes in Shopify, Roblox, Unity, Block, and ZoomInfo and how to avoid them

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, inc...

Recorded this a week ago on the 18th of April

The first crack in semis? And Eli Lilly reports Mounjaro improves sleep apnea

The three revolutions of 2023 and where they'll go in 2024

Episode 62: Medtech, liquidity, and talking computers

Market update

Double or Nothing #16: Qantas scandal, an aggressive raise, a new IPO, and dodgy Government data

Double or Nothing - Episode #15 - Ozempic, AI in the sex industry, drug discovery, and Stefan Zweig

Winners and losers: insights from Silicon Valley

Double or Nothing #12

Market Update - 9 February 2023

Double or Nothing Episode #11 - Chess, semiconductors, AI, software, markets

Market update - 15 May 2022

A cure for dystonia - a conversation with Dr Stephen Tisch

January 2022 Update

The growth sell-off and market rotation

Misha Saul on markets, life, family, and violence in Western society