ASX BRIEFS

Andrew Musgrave
  • 5.0 (2)
  • Investing
  • Updated Daily

Welcome to 'ASX BRIEFS,' the definitive podcast for enthusiasts, investors, and professionals keen on staying ahead of the curve in the Australian Stock Exchange (ASX). Hosted by Andrew Musgrave, 'ASX BRIEFS' delves deep into the heart of Australia's financial markets, bringing you insightful conversations with the minds shaping the future of investing down under. Each episode, join Andrew as he interviews a diverse lineup of fund managers, executives, and industry insiders, offering you a unique blend of expert analysis, strategic insights, and the latest trends affecting the ASX. Whether you're a seasoned investor or just starting out, 'ASX BRIEFS' is your go-to source for comprehensive updates and thought-provoking discussions designed to inform, inspire, and empower your investment journey. Tune in to 'ASX BRIEFS' and take the pulse of Australia's financial markets right at your fingertips.

  1. 6 hrs ago

    FIRST GRAPHENE LIMITED (FGR) - Inside First Graphene’s Push Into Cement

    Send us Fan Mail China pours more cement than any other country on earth and even a tiny share of that market can reshape a small materials company’s future. We sit down with Michael Bell, CEO of First Graphene, to unpack what it really takes to commercialise graphene at scale, not in a lab, but in customer products that ship, perform, and reorder. We start with the fundamentals: what graphene is, why it behaves differently across suppliers, and why First Graphene’s early decision to build manufacturing capacity in Western Australia now pays off. With an established 100 tonne per year production platform, the conversation shifts to demand generation, customer conversion, and a pipeline that spans composites, polymers, conductive and thermal applications, and protective coatings. Then we go deep on cement and concrete through PureGRAPH® CEM, where strength gains and durability improvements intersect with a decarbonisation story. Michael explains how lowering the clinker factor can cut CO2 emissions at scale, and why UK progress creates a springboard into bigger markets. That leads to the new MOU with Sixth Element, a major Chinese distributor in the 2D materials space, designed to validate and take PureGRAPH® CEM into the Chinese cement market with a partner-led approach. We also cover the settled MITO® acquisition, what functionalised graphene oxide adds to the product portfolio, and why a real US footprint matters for aerospace and defence opportunities. If you care about advanced materials, construction innovation, and the practical path to revenue, this one is for you. Subscribe, share the episode with a mate, and leave a review so more people can find the show.

  2. 1 day ago

    NOXOPHARM LTD (NOX) - A New Immune System Discovery Could Change Drug Development

    Send us Fan Mail A single scientific insight can open up an entire pipeline, and that’s what makes this conversation with Noxopharm Limited so compelling. We’re joined by CEO Olivier Laczka to talk about Sofra™, the company’s RNA technology platform built on a breakthrough discovery about how the immune system triggers inflammation, developed alongside the Hudson Institute of Medical Research in Melbourne and published in a leading journal. If you care about where ASX biotech is heading, this is a clear look at how platform science turns into real drug programs. We dig into SOF-SKN™, Noxopharm’s lead asset aimed at cutaneous lupus, a skin disease with a growing global market and no specific designed treatments. Olivier explains why a topical cream that blocks lupus-linked inflammation could be a meaningful shift for patients, and he shares the latest progress including a completed safety trial in healthy volunteers and the practical next step of moving into a trial with lupus patients. We also touch on how the same approach could expand into broader inflammatory skin diseases and chronic conditions where inflammation drives long-term damage. Then we move into immuno-oncology, where Sofra™ isn’t used to dampen inflammation but to deliberately boost targeted immune activation for cancer treatment. Olivier walks us through newly released breakthrough data, including a 200-fold increase in immune activation when combined with a clinical stage TLR8 agonist in human skin biopsies ex vivo, plus supportive animal model results, and why IP protection and US patents matter when scaling a platform globally. Finally, we cover validation through an Australian Government MRFF grant linked to pelvic floor disorders and birth injury repair, and the key 6 to 12 month milestones investors watch: manufacturing, FDA engagement for IND preparation, cancer program progress, and growing international partnerships. If you enjoyed this deep dive into RNA therapeutics, inflammation research, and clinical stage biotech execution, subscribe, share the episode with a mate, and leave a review to help more listeners find the show.

  3. 5 days ago

    4DMEDICAL LTD (4DX) - Reinventing Lung Imaging

    Send us Fan Mail A lung scan can do more than show a shadow on an image. We sit down with Dr Andreas Fouras, MD, CEO and founder of 4DMedical, to talk about the shift from “how the lung looks” to “how the lung works” and why functional lung imaging is becoming a commercial reality across Australia, Europe and the United States. We dig into the binding agreement to acquire Austria’s contextflow and why an established Vienna-based team with existing insurance reimbursement contracts in Germany can beat a slow greenfield build. Andreas explains the uncomfortable truth in medtech: FDA clearance and CE marking open doors, but reimbursement is what builds a durable business. We also explore how adding AI lung cancer screening and workflow tools complements CT:VQ™  and CT:VQ™ , creating a fuller clinical pathway from screening through to functional assessment and procedure planning. Closer to home, we cover the TGA approval and ARTG inclusion for CT:VQ™   and why Australia’s high CT scanner density makes a software-only, non-contrast solution so compelling. From there we head to the US, looking at adoption at leading sites and the commercial meaning of the SimonMed Imaging agreement across 170 outpatient centres, including the value of health economics data for payer conversations. If you want a clear view of what to watch through 2026, we outline the practical metrics that matter: site wins, network progress and the scan volumes that drive SaaS revenue. Subscribe, share the episode with a mate, and leave a review to help more listeners find ASX Briefs.

  4. 6 days ago

    ANTEOTECH LTD (ADO) - AnteoTech’s Two-Track Chemistry

    Send us Fan Mail Six times lower capture antibody usage and faster activation sounds like a marketing claim until you unpack what it does to cost, workflow, and test performance. We sit down with Merrill Gray, Managing Director and CEO of AnteoTech Limited (ASX: ADO), to explain how AnteoTech’s chemical and materials science platform improves molecule-to-surface bonding and why that matters in modern immunoassays and precision diagnostics. We walk through AnteoTech’s move into CLIA diagnostics, including the successful completion of an initial stage in a collaborative CLIA development program with a large global life sciences company and the next stage already agreed. Merrill breaks down the practical value of superior antibody orientation on magnetic beads, and why reproducibility and sensitivity are the difference between a promising chemistry and a deployable in vitro diagnostics solution. We also discuss the upcoming ADLM 2026 launch of a ready-to-use CLIA kit that bundles magnetic beads, AnteoBind™ NXT , and optimised activation protocols, plus what “moving up the value chain” looks like when your customers range from vaccine R&D teams to pathology and research labs. Then we pivot to advanced battery technology, where the same platform shows up as performance additives and materials choices that target real manufacturing constraints. You’ll hear how Anteo C progressed from 100 mL lab work to a 20-litre sample shipped for manufacturing scale trials in South Korea, why primer coatings on copper foil and aluminium foil matter for electrode performance, and how separator integrity links to safety and thermal runaway risk. We close on what to watch over the next six months, including regional go-to-market choices and progress on Ultranode™  high-silicon anode work aimed at high-power battery packs. If you find value here, subscribe, share the episode, and leave a review so more investors and builders can discover it.

  5. 21 July

    IMUNEXUS THERAPEUTICS LTD - How Imunexus Builds Next-Gen Antibody Medicines

    Send us Fan Mail We’re joined by Philippa Lewis, Chair and CEO of Imunexus Therapeutics, to break down a protein engineering platform that aims to “turbocharge” existing biologics like monoclonal antibodies, enzyme therapies, and even cell therapies. The idea is modular: attach small human protein components that can add new targeting, adjust immune activity, extend half-life, or enable multi-pathway action, while keeping the parent drug’s core function and manufacturability intact. For anyone tracking biotech innovation and the ASX biotech IPO pipeline, this is a clear look at how platform companies try to build repeatable value. We also get into the business case hiding in plain sight: more than 100 FDA-approved monoclonal antibody drugs exist, and many are now off-patent. Imunexus argues that enhancing validated medicines can deliver differentiated next-generation biologics plus new intellectual property, giving pharma a way to refresh valuable assets as biosimilar competition grows. We talk partnering and licensing dynamics, why early preclinical deals can be meaningful, and what “capital-efficient” development looks like when you’re designing trials to generate fast, decision-grade data. On the science side, the focus lands on IMX39 for multiple sclerosis, a market measured in the tens of billions of US dollars. Beyond relapse control, the discussion centres on progression, remyelination, and the possibility of repairing nerve damage, supported by preclinical results and a planned path to first-in-human studies in Australia under the TGA. We then zoom out to the wider pipeline, including IMX101 for small cell lung cancer, IMX113 for Gaucher disease with half-life extension, and a regenerative medicine angle for stem cell therapy enhancement. If you found this useful, subscribe to ASX Briefs, share the episode with a mate who follows biotech, and leave a review with the one question you want answered next.

  6. 7 July

    EVERGOLD MINERALS LTD (EG1) - How Evergold Is Rewriting The Mount Monger Story

    Send us Fan Mail A single drill intercept can change the whole story, especially when it challenges the idea that a deposit should “pinch out” with depth. We’re joined by Tim Fraser, General Manager at Evergold Minerals Limited, to break down what’s happening at the Mount Monger gold project in Western Australia and why the latest result at Duchess of York (22 metres at 1.8 g/t gold) is such a meaningful confidence boost for the geological model and the next phase of drilling. We talk through how Evergold’s understanding of Mount Monga has evolved after a full quarter of gravity surveys, soil geochemistry, and mapping. Tim explains why the team is now thinking beyond shallow resource potential, and how modern datasets like 3D gravity and drone magnetics can reveal a larger mineralised system hiding in plain sight. If you’re interested in ASX gold exploration, targeting strategy, and how technical work translates into investor catalysts, this is a clear look at the decision-making behind the scenes. The conversation goes deeper on the Gladiator prospect and the sanukitoid intrusion model, described simply as the engine, the plumbing, and the trap. We unpack what that means in the field, why coincident soil anomalies and gravity features matter, and what the upcoming aircore drilling is designed to prove. We also cover Evergold’s growing Leonora Goldfields footprint, including the Randwick Tenements, and how the company is thinking about funding, discipline, and sequencing exploration alongside longer-term development goals like Craig’s Rest. Subscribe to ASX Briefs, share this with a mate who follows WA gold, and leave a review if you want more straight-talking updates on drilling results, discovery models, and what to watch next.

  7. 6 July

    AML3D LTD (AL3) - Additive Manufacturing Is Moving From Prototype To Submarines

    Send us Fan Mail A defence supply chain crunch is forcing a rethink: what if you could manufacture certified metal parts closer to the shipyard, the depot, or even the operational edge, instead of waiting on long, fragile supplier queues? We sit down with Sean Ebert, CEO of AML3D Limited, to unpack how large-scale additive manufacturing and 3D metal printing are being put to work right now, not as a prototype, but as an operational capability. We explore what AML3D actually does, from combining arc welding, metallurgical science, and software to produce industrial grade parts using wire feedstock, through to why open-air, large-format printing can matter for defence, aerospace, and oil and gas. Sean explains the significance of  ARCEMY® systems becoming operational at Newport News Shipbuilding, one of the biggest players in US naval construction, and what it means to be embedded in a vessel’s supply chain over its life. We also talk about the promise of faster delivery, including the claim of parts produced up to 75% faster than traditional manufacturing, and where that speed genuinely changes outcomes. From there we get practical about scaling: doubling the Ohio facility, expanding production capacity, and balancing system builds with parts manufacturing. We also dig into one of the most compelling “point of need” stories, a fully containerised  ARCEMY® system built into a 20-foot shipping container at the US Navy Additive Manufacturing Center of Excellence in Danville with Austal USA, plus the real-world constraints like post-print machining and non-destructive testing. If AUKUS and advanced manufacturing are on your radar, you’ll hear why AML3D sees itself positioned across Australia, the UK, and the US for both new build and sustainment work. Subscribe for more ASX-focused interviews, share this with a mate who follows defence tech, and leave a review with your biggest question about additive manufacturing.

  8. 1 July

    ALTERITY THERAPEUTICS LTD (ATH) - ATH434 And The Race To Treat MSA

    Send us Fan Mail MSA is rare, relentless, and too often diagnosed only after the most obvious neurological symptoms arrive. We’re joined by David Stamler, Managing Director and CEO of Alterity Therapeutics, to explain what multiple system atrophy can look like from the first vague signs through to rapid loss of mobility, and why symptomatic treatments leave such a large unmet need.  We talk through the phase two signal for ATH434, including what “48% slowing” on the MSA rating scale could translate to in everyday life, from walking and balance to tasks like dressing and eating, plus the importance of swallowing outcomes and orthostatic hypotension symptoms. David also shares how ATH434 is designed to work as an iron chaperone, why iron biology matters in neurodegenerative disease, and how new endpoints like digital biomarkers can track real-world walking with wearable sensors.  A major focus is the regulatory path: Alterity’s alignment with the US FDA at the end of phase two meeting, why it de-risks the program, and what the agreed phase three clinical trial design looks like. We cover the practical steps still required before first patient enrolment, the expected timeline to results, what larger partners look for in a program like this, and how manufacturing and patent strategy support longer-term value.  If you care about biotech, clinical trials, and the hunt for disease-modifying treatments in neurodegeneration, listen now and share this with someone following MSA research. Subscribe, leave a review, and tell us what question you want answered next.

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Ratings & Reviews

5
out of 5
2 Ratings

About

Welcome to 'ASX BRIEFS,' the definitive podcast for enthusiasts, investors, and professionals keen on staying ahead of the curve in the Australian Stock Exchange (ASX). Hosted by Andrew Musgrave, 'ASX BRIEFS' delves deep into the heart of Australia's financial markets, bringing you insightful conversations with the minds shaping the future of investing down under. Each episode, join Andrew as he interviews a diverse lineup of fund managers, executives, and industry insiders, offering you a unique blend of expert analysis, strategic insights, and the latest trends affecting the ASX. Whether you're a seasoned investor or just starting out, 'ASX BRIEFS' is your go-to source for comprehensive updates and thought-provoking discussions designed to inform, inspire, and empower your investment journey. Tune in to 'ASX BRIEFS' and take the pulse of Australia's financial markets right at your fingertips.

Information

  • Creator
    Andrew Musgrave
  • Years Active
    2024 - 2026
  • Episodes
    233
  • Rating
    Clean
  • Copyright
    © 2026 ASX BRIEFS
  • Show Website
    ASX BRIEFS

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