0:00 – Intro: Mike & Ellianna catch up after Melbourne investor meetings

0:45 – Market update: Retail investors driving a red-hot rally

2:15 – Quants, institutions, and semiconductors hitting profit targets

3:40 – Why Frazis Capital is rotating into healthcare

4:30 – Spotlight on Grail: $10B spent chasing a pan-cancer blood test

6:10 – The Pathfinder 2 trial and physician skepticism

7:40 – FDA approval, adoption challenges, and cash burn9:00 – Clarity Pharmaceuticals: $203M raise and bold head-to-head trial

10:40 – Lessons from biotech cycles: Intellia’s 100% rebound

12:10 – Quant signals, timing, and managing risk in volatile markets

13:40 – Retail euphoria vs. institutional lag — what comes next?

15:10 – AI investment boom: data centers, semis, and software plays

17:00 – Byrna’s results & the “AI in everything” trend

18:20 – When hype meets fundamentals: the AMD-OpenAI deal

20:00 – Scaling out, profit-taking, and managing portfolio exposure

22:10 – Wrap-up and next week’s preview

00:00 – Intro & welcome to Chris Burns, CEO of Amplia
02:00 – Why pancreatic cancer is so deadly & hard to diagnose
06:30 – Current treatment options: Gem/Abraxane vs FOLFIRINOX
11:20 – Side effects & challenges with chemotherapy
15:00 – Why pancreatic cancer is difficult to treat (fibrosis & mutations)
19:00 – Amplia’s approach: FAK inhibitors and how they work
23:00 – History of FAK inhibitors & Amplia’s drug development story
27:00 – ACCENT trial design and early results (response rate, PFS)
32:00 – Complete responses & long-term responders (12–18+ months)
36:00 – Next steps: Simplicity trial with FOLFIRINOX
38:30 – Path to registrational trial & FDA fast track
41:00 – Combination opportunities: KRAS inhibitors & ADCs
43:00 – Commercial strategy, pricing, partnerships
44:30 – Wrap-up & final thoughts

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 as Key Beneficiary

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 Optimization and Clinical Trials43:59 Patient Responses and Safety Profiles47:02 Future Directions and Phase Three Trials50:59 Navigating the Biotech Landscape52:47 Competitor Analysis and Market Positioning57:57 Innovations in Cancer Treatment

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 Dynamics and Regulatory Challenges

26:56 - Conclusion and Future of Prostate Cancer Imaging

36:05 - Advancements in Targeted Therapies for Prostate Cancer

41:12 - The Future of Combination Therapy

42:52 - Imaging Innovations in Cancer Detection

44:45 - Challenges in Treatment Approval and Reimbursement

51:46 - The Role of Multiple Targets in Cancer Therapy

54:40 - Exploring New Agents and Their Applications

01:00:14 - The Need for Improved Reimbursement Pathways

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 Love and Explosive Growth44:45 - Identifying Explosive Growth Opportunities52:02 - Influence of Tech Leaders on Market Trends59:30 - Long-Term Perspectives on Semiconductor Growth

#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 investments are highly cyclical and risky. Startups may struggle to secure funding in a downturn. Australian biotech presents interesting investment opportunities. Clarity Pharmaceuticals is a notable player in the biotech space. The Australian market is underperforming compared to Wall Street. Government hiring is impacting the private sector's performance. titles DeepSeek, AI, investment, market impact, semiconductor, Australian biotech, valuations, data centers, technology, healthcare

#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 - Orthocell specializes in regenerative medicine with a focus on collagen-based products. - The company has developed three main products for bone, nerve, and tendon repair. - Their bone regeneration product is approved in multiple jurisdictions, including the U.S. and Europe. - The nerve repair product aims to improve surgical outcomes by reducing scar tissue. - Clinical trials have shown an 85% success rate in nerve repair surgeries. - The market for their products is estimated to be worth $3.5 billion globally. - Orthocell plans to enter the U.S. market with a 510(k) submission by the end of 2024. - The company has raised $17 million to support its U.S. expansion efforts. - Their manufacturing process is based in Australia, emphasizing local production. - The leadership team includes experienced professionals with strong industry connections. Chapters 00:14 - Overview of Orthocell and Its Products 03:51 - Bone Regeneration Product and Market Potential 06:28 - Nerve Repair Product: Innovation and Benefits 13:44 - Clinical Outcomes and Patient Impact 19:02 - Market Competition and Future Directions 24:13 - Entering the US Market 25:32 - Regulatory Pathways and Approvals 27:14 - Marketing Strategies and Clinical Data 29:50 - Product Differentiation and Competitive Edge 32:05 - Market Sizing and Revenue Potential 34:59 - Pricing Strategy and Economic Benefits 38:18 - Sales Distribution and Partnerships 39:32 - Financial Position and Board Strength 42:41 -Future Milestones and Expectations Keywords Orthocell, regenerative medicine, collagen, nerve repair, medical devices, clinical trials, market strategy, healthcare innovation, product launch, financial growth

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 Evolution of Immunotherapy 08:00 Imutep's Innovative Approach to Cancer Treatment 10:39 Clinical Trials and Promising Data 13:47 Collaboration with Merck and Future Prospects 25:48 Clinical Trials and Efficacy Analysis 28:03 Commercial Opportunities in Oncology 31:15 Acquisition Trends in Biotech 31:38 Advancements in Head and Neck Cancer Treatment 37:32 Exploring Autoimmune Disease Treatments 45:26 Financial Strategies and Investment Priorities Keywords lung cancer, immunotherapy, clinical trials, cancer treatment, autoimmune diseases, Imutep, Keytruda, cancer research, market opportunities, healthcare innovation

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 AI development. The conversation concludes with thoughts on the future of search engines and the unique data advantages held by companies like Tesla.

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 Market Dynamics and Investment Strategies