On The Couch podcast

21:58

Welcome to another episode of On the Couch , the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world. In this episode, Henry Jennings is joined by Dr Nina Webster , CEO and Managing Director of Dimerix (ASX: DXB), a clinical-stage biopharmaceutical company working on treatments for inflammatory diseases. With a market cap of $270 million, Dimerix is advancing its proprietary Phase 3 candidate DMX-200 to treat Focal Segmental Glomerulosclerosis (FSGS), a rare kidney disease, and is also developing DMX-700 for respiratory disease. Nina has over 30 years of experience in the pharmaceutical industry, with leadership roles across research, development, and commercialisation. She was formerly Commercial Director at Acrux (ASX: ACR), an Australian pharmaceutical company that successfully developed and commercialised multiple products globally. She is also Non-Executive Chairperson for SYNthesis BioVentures and a Non-Executive Director at Linear Clinical Research Limited. Dr Webster holds a Ph.D in Pharmaceutics from Cardiff University, a Bachelor’s degree in Pharmacology, a Master’s in Intellectual Property Law from Melbourne University, and an Executive MBA from RMIT. Talking Points: Dimerix is focused on developing and commercialising new treatments for inflammatory diseases with poor outcomes. The leading drug candidate is a treatment for a rare kidney disease known as FSGS - what’s the nature of this disease and its current treatment? What’s changed, and how did DXB come about? DMX-200 is now in a global Phase 3 clinical trial - an update on the trial and when results are expected. The upside from here following DXB’s strong run. Are all the eggs in one basket if this trial is not successful? What is Plan B? Three successful commercial deals - how they came together. CEOs shouldn’t speculate on future licensing deals, but the US market is always the big one. What interest has there been from US pharma companies? How does what’s happening in the US impact Dimerix? Elon Musk has been vocal about the FDA, and with Kennedy in charge, is there extra risk of regulatory slowdowns? NEU as a playbook - Dr Webster previously worked with NEU’s CEO at Acrux. Is Dimerix a bona fide Neuren replica? Cash reserves and burn rate - what’s the current financial position? Who are Dimerix’s biggest shareholders? If the FSGS trial goes well, what happens next? Licensing? What will be the major Dimerix milestones for 2025? A deep dive into Dimerix, the biotech sector, and what’s ahead for the company. Listen now to hear the full conversation. Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions. If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Want to invest with Marcus Today ? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. Why not sign up for a free trial ? Gain access to expert insights, research, and analysis to become a better investor.…

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The Five-Minute Pitch: SGH | 14 February 5:13

27 days ago5:13

5:13

A new weekly podcast highlighting one stock or idea in just five minutes. This short episode breaks down a high-conviction idea, covering the pros and cons - all in about five minutes. This week, Henry Jennings looks at SGH . Despite its recent run, there's still more to go as the Boral turnaround gains momentum. Strong management and solid mining services exposure make it one to watch. Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions. If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Want to invest with Marcus Today ? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. Why not sign up for a free trial ? Gain access to expert insights, research, and analysis to become a better investor.…

1
On the Couch with Adam Dawes: Reporting Season Winners and Losers 35:13

27 days ago35:13

35:13

Prefer to watch? Catch the full video interview here: https://www.youtube.com/watch?v=6SDn1u-RThQ Welcome to the latest episode of On the Couch , the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world. In this episode, Henry Jennings catches up with his good friend Adam Dawes, a senior adviser at Shaw and Partners and a familiar face on CNBC and ausbiz. Adam shares his thoughts on reporting season, market winners and losers, and what investors should be watching in the months ahead. Talking points include: How is the year shaping up so far? The big winners and losers of reporting season Key results to watch and how investors should prepare Why Adam likes STO and whether SXE and NXL are still on his radar His latest stock recommendation How to navigate a volatile political landscape as an investor AI in investing - how Adam is using it in his business The best opportunities in Australia this year - or is it time to embrace the US again? The best piece of investment advice he’s ever received A great discussion packed with insights, market trends, and expert perspectives. Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions. If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Want to invest with Marcus Today ? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. Why not sign up for a free trial ? Gain access to expert insights, research, and analysis to become a better investor.…

1
On the Couch with Louise Bedford: Trading, Mindset, and the Year Ahead 40:03

6 weeks ago40:03

40:03

In this episode, something a little different - the roles are reversed as Louise Bedford takes the lead, asking the questions while Henry Jennings joins as the guest. This special edition is part of her Trading Podcasts series. The conversation covers what 2025 has in store, what it takes to become a consistent long-term trader, and why this year could be different. Louise Bedford is a behavioural finance expert, bestselling author, and seasoned trader with over 30 years of experience. She hosts the Talking Trading podcast and is one of Australia's most compelling voices in the financial markets today. Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast. Why not sign up for a free trial ? Get access to expert insights and research and become a better investor.…

1
On the Couch with Matthew Fist: Insights from Firetrail Investments 35:05

7 weeks ago35:05

35:05

Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world. In this episode, Henry Jennings sits down with Matthew Fist , a Small Cap Portfolio Manager at Firetrail Investments. Firetrail is a boutique investment management firm specialising in high-conviction investing. The team builds concentrated portfolios of their best ideas, aiming to deliver outstanding long-term performance for clients. Matt manages the Small Companies Fund, with a particular focus on the resources sector. Before joining Firetrail, he was a Portfolio Manager at Macquarie and began his career in the mining industry with BHP. Tune in to hear Matt's insights and expertise on small caps and resources investing. Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast. Why not sign up for a free trial ? Get access to expert insights and research and become a better investor.…

1
On the Couch with Coby Hanoch: What's Ahead for Weebit Nano in 2025 27:01

7 weeks ago27:01

27:01

Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world. In this podcast, Henry Jennings is joined by Coby Hanoch , CEO of Weebit Nano Ltd (ASX: WBT) - a stock Henry has followed closely for years. It's been over a year since their last chat, so he's eager to hear about the progress. Coby brings a wealth of experience, with 15 years in engineering and engineering management, along with 26 years in sales management and executive roles. As Vice President of Worldwide Sales at Verisity, Coby was part of the founding team that grew the company to over $100 million in annual sales, leading to its acquisition by Cadence Design Systems (NASDAQ: CDNS). He later served as Vice President of Worldwide Sales at Jasper, where he doubled sales before its acquisition by Cadence. Coby holds a Bachelor of Science in Systems Design from the Technion - Israel Institute of Technology. Topics covered in the podcast include: Why was 2024 a little disappointing? The game-changing deal with onsemi - what does it mean for Weebit Nano? When can investors expect meaningful revenue? What's the outlook for 2025? Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast. Why not sign up for a free trial ? Get access to expert insights and research and become a better investor.…

1
On the Couch with Jonathon Higgins: ZIP, BNPL, and the Year Ahead 33:45

8 weeks ago33:45

33:45

Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world. In this podcast, Henry Jennings is joined by Jonathon Higgins , Head of Research, MD Unified Capital Partners. Many of you will be familiar with Jonathon from previous podcasts. He has worked in equities research for approximately a decade, having held previous roles at Shaw and Partners and Bell Potter Securities. During that period, Jonathon has covered a range of sectors including telecommunications, healthcare, financials, payments and broader industrials, with a focus on structural growth. Jonathon has a passion for financial markets and a desire to get out and meet the new wave of entrepreneurial emerging high-quality companies. Henry and Jono discuss ZIP, BNPL, and their top stock picks for 2025 - including one small cap and one large global company. Key investment thematics for 2025. Top stock picks and outlook, featuring Energy One Limited, Zip Co, SCEE Electrical, AMD, MONEYME, and more. Insights on the Fed, risks, inflation, and Donald Trump. What’s changed in markets. Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast. Why not sign up for a free trial ? Get access to expert insights and research and become a better investor.…

1
The Five-Minute Pitch: NEM | 12 December 5:07

13 weeks ago5:07

5:07

A new weekly podcast that highlights one stock or idea. This five-minute episode breaks down a high-conviction idea. The pros and cons—all in about 5 minutes. Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast. Why not sign up for a free trial ? Get access to expert insights and research and become a better investor.…

1
On the Couch with Ben Clark: Lessons from 2024 and What's Next 31:36

13 weeks ago31:36

31:36

Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world. In this episode, Henry Jennings chats with an old friend, Ben Clark from TMS Private Wealth. Ben and Henry both sit on the ausbiz Investment Committee, and Ben features regularly on TV and radio. With 25 years of experience in financial markets, Ben brings a wealth of expertise, not just in stock selection, but in developing a deep understanding of the companies TMS Private Wealth invests in. Known for his educational approach, Ben's thorough analysis and keen insights are hallmarks of his investment style. In this podcast, Henry and Ben discuss: What worked in 2024. What didn’t work. What 2025 might hold for investors. Three stand-out stocks or sectors to watch in the new year. Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast. Why not sign up for a free trial ? Get access to expert insights and research and become a better investor.…

1
On the Couch with Dr. Deborah Rathjen and Dr. Michael Baker: Fighting Cancer with CAR-T 33:30

14 weeks ago33:30

33:30

In the special episode of 'On the Couch', Henry Jennings sits down with two medical pioneers in the CAR-T field, who are leading the charge in the search for cures for various cancers. Dr. Deborah Rathjen , CEO and MD of Carina Biotech, represents a small, unlisted Adelaide-based company funded by the Forest Foundation. Carina Biotech focuses on treatments for solid cancers. Dr. Michael Baker , CEO and MD of Arovella (ASX: ALA), leads a listed Melbourne-based company progressing to Phase One human trials for a new drug to treat blood cancers. CAR-T therapy is a type of personalised cancer immunotherapy treatment. CAR-T stands for 'Chimeric Antigen Receptor T-cell', named after the chimera - a fire-breathing monster in Greek mythology made up of different animal parts. This therapy utilises a specific type of immune cell called a 'T cell'. T cells are one type of immune cell found in our bloodstream. Think of them as soldiers, constantly on patrol, surveying for threats such as microbes, bacteria, viruses, and, in some cases, cancer cells. For CAR-T, T cells are genetically altered in the laboratory, often with the help of a friendly virus. These cells are then "armed" with a specific receptor on their surface, enabling them to recognise, bind to, and destroy specific cancer cells. Once the CAR-T cells are armed, they are grown into hundreds of millions - or even billions - and reinfused into the patient. This process empowers the patient's own immune system to hunt down and fight their cancer. Each type of CAR-T cell therapy is designed to recognise and target a specific marker or "antigen" on a cancer cell. Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast. Why not sign up for a free trial ? Get access to expert insights and research and become a better investor.…

1
The Five-Minute Pitch: WEB | 29 November 5:09

15 weeks ago5:09

5:09

1
The Five-Minute Pitch: CSL | 22 November 6:01

16 weeks ago6:01

6:01

1
On the Couch with Jon Pilcher: What's Next for Neuren Pharma 34:22

17 weeks ago34:22

34:22

Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world. In this episode, Henry Jennings welcomes back Jon Pilcher , CEO of Neuren Pharma (NEU). Jon is an old friend, having joined us around two years ago to discuss the exciting deal with Acadia for their 'Daybue' drug, developed to treat Rett Syndrome. Since then, much has changed, with even more to come. 2025 is shaping up to be another good year for NEU. Cashed up with leverage to its new drug in trials, NNZ-2591. Don't miss this opportunity to hear the NEU success story first-hand. Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast. Why not sign up for a free trial ? Get access to expert insights and research and become a better investor.…

1
On the Couch with Adam Dawes: Talking Stocks, Sectors, and Ideas 34:55

21 weeks ago34:55

34:55

Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world. In this episode, Henry Jennings is joined by good friend Adam Dawes , Senior Investment Adviser at Shaw and Partners. As always, a delight to have Adam on the podcast as he talks some very interesting stock picks. No wishy-washy stuff here with high-conviction sectors and specifics. Sit back and enjoy. NXL is the stock code if you are wondering. Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast. Why not sign up for a free trial ? Get access to expert insights and research and become a better investor.…

1
On the Couch with Professor Stephen R. Foerster: Stories to Make You a Smarter Investor 48:41

27 weeks ago48:41