FrazPod Michael Frazis

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 stock with cash, signaling belief in the company's prospects.
Clarity Pharmaceuticals has a substantial cash reserve of $150 million AUD, providing a strong financial position for future trials and developments.


Curve Beam AI Progress:


Curve Beam AI reported progress with six device sales and orders for five more devices in one month, indicating a potential annual run rate of 60.
The company is working on expanding its device's approved usage beyond foot and ankle to include hip and knee, which could significantly increase its market potential.


Financial Challenges and Future Prospects:


Curve Beam AI faces financial constraints with approximately $11.8 million in cash, expecting to last until September 2023.
The company's success relies on increasing its installed base to maximize revenue from software updates and future developments.


Trans Medics' Strong Performance:


Trans Medics reported a 133% increase in revenue compared to the previous year, with $12 million in net income for the quarter.
The company's profitability amidst significant revenue growth highlights the effectiveness of its platform and pricing power.


Market Trends and Risk Management:


Market trends show a divergence between companies with strong performance like Trans Medics and those with weaker results like AMD.
Applying quantitative risk management strategies can reduce drawdowns and optimize returns, as demonstrated by Trans Medics' performance.


Comparison with AMD:


AMD reported declines in gaming and embedded segment revenue, highlighting the importance of sticking with market leaders like Nvidia.
Nvidia's consistent growth and profitability contrast with AMD's weaker financial performance, emphasizing the benefits of choosing market leaders.


Conclusion:


The podcast concludes with reflections on the updates from Clarity Pharmaceuticals, Curve Beam AI, Trans Medics, and AMD, highlighting the importance of strategic investment decisions and risk management strategies in navigating the market.

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