Between the Bells

 In this episode of From the Helm, Grady chats with Alterity Therapeutics (ASX:ATH) CEO David Stamler, to discuss their neurodegenerative disorder treatment specifically targeting Multiple System Atrophy (MSA), a rare and aggressive disease affecting involuntary functions and motor control. 

In this episode of From the Helm, Grady sits down with Neuren Pharmaceuticals (ASX:NEU) CEO Jon Pilcher, to recap on their major developments over the last 12 months in the US market, their guidance looking ahead for next financial year, and the company’s healthy cash balance.

In this episode of From the Helm, Grady chats with Saluda Medical (ASX:SM1) President and CEO Barry Regan to discuss their recent developments since their IPO in November, their developmental drug for the treatment of chronic pain, and what is on the horizon looking ahead. 

In this episode of From the Helm, Grady is joined by Clarity Pharmaceuticals (ASX:CU6) Executive Chairperson Alan Taylor & Bell Potter Senior Analyst John Hester, for a deep dive into their next-generation radiopharmaceutical technology for both early-stage cancer diagnosis and treatment.  

In this episode of From the Helm, Grady sits down with Mesoblast Director Silviu Itescu, to unpack the recent approval and launch of their Ryoncil drug for children, their outlook for the next 12 months in capturing the adult market, and their extensive pipeline of further products.

In this episode of From the helm, Grady chats with 4D Medical (ASX:4DX) Founder and CEO Andreas Fouras to reflect on the meteoric rise of their lung imaging technology and detail their future plans for further global expansion.  

In this episode of From the Helm, Grady sits down with EBR Systems (ASX:EBR) President and CEO John McCutcheon, to discuss their innovative, one-of-a-kind implant treatment for heart failure patients, the pathway to widespread adoption, and scaling plans for future growth.

While global markets remain focused on the latest central bank moves, rising energy prices and geopolitical shifts are adding a new layer of complexity to the inflation outlook. This week, Sophia Mavridis is joined by Bell Financial Group’s CIO Will Riggall to discuss his approach to navigating this climate, focusing on how these macro pressures translate into real-world economic impacts and corporate performance.

In this week’s video, Sophia and Will cover:

• why a shift in geopolitical strategy is keeping upward pressure on Brent crude and global inflation
• a look at the RBA’s recent hike and why the path toward lower rates is becoming more complicated
• what the leadership transitions at BHP (ASX:BHP) and Woodside (ASX:WDS) mean for their futures.

As the Middle East conflict entered another week the market saw its greatest volatility yet, with Monday bringing about the worst single day drop since the COVID pandemic of 2020.

Today, Sophia Mavridis sat down with Bell Financial Group’s CIO Will Riggall to discuss the impact the Iranian war has on our local market, a comparison on sector movements, and economic data to look out for.

In this week’s video, Sophia and Will cover:

• the second week of the Iran conflict and how the market reacted
• the continuing volatility of oil prices
• the movement of the Australian dollar
• a diversification strategy in the face of market uncertainty
• economic data to watch from the US.

Wall St saw a mixed session overnight as the US – Iran war and oil price volatility continued to weigh on investors. The Dow Jones closed down 0.6%, the S&P500 inched down 0.1%, while the Nasdaq gained 0.1%.

What to watch today:

• Looking ahead to the today’s trade, the SPI futures indicate that our local market is poised for a drop at the open, suggesting a 0.5% pull back. Investors are largely reacting to the lack of a clear path to a resolution of the Iran conflict, as President Trump said yesterday that the US and Israel were not yet finished hitting Iran, while Iran itself listed 3 terms it would require for the war to end, including the payment of reparations. 
• Moving over to commodities, 
  • Crude Oil rebounded 6% to US$88 per barrel, despite the IEA confirming that they would release 400 million barrels from emergency reserves, its largest ever release. Even with the additional supply, the price will continue to stay high as long as the long term uncertainty remains. 
  • Precious metals remain relatively stable, continuing the trend we have seen developing over the last few days.  Gold is trading just 0.2% down at US$5,180 per ounce, while silver is down 2.9% at a little under US$86 per ounce. 

Trading ideas:

• Finally, we’ll end on some trading ideas for your consideration today. Bell Potter have upgraded their recommendation on Lynas Rare Earths (ASX:LYC) from a Sell to a Hold, with an upgrade on the 12 month price target from $11.60 per share to $19 per share. This comes after the company announced it had extended the Japan Australia Rare Earths offtake agreement to 2038, effectively guaranteeing revenue of around $775 million at the current exchange rate. 
• And Bell Potter maintain their Buy rating on Telix Pharmaceuticals (ASX:TLX) with a 12 month target price also of $19 per share, off the back of yesterday’s announcement of successful phase 1 trials for its prostate cancer therapy.