Equity Analysis /
Australia

AU : Healthcare - Overall - Healthcare - Overall - Micro to mid-cap catalyst table

    Iain Wilkie
    Iain Wilkie

    Analyst - Healthcare & Biotechnology

    Scott Power
    Scott Power

    Senior Analyst - Healthcare, Life Science & Technology

    CGS-CIMB
    25 March 2022
    Published by

    We have compiled a list of 75 ASX-listed micro to mid-cap healthcare/life science companies and highlight key catalysts expected to read out over the next 18 months. In this report, we have listed each company into broad categories (medical devices, services, wound care, oncology, delivery technologies, SaaS). We view the information as a guide around timing of major events while adding a market impact overlay to highlight potentially significant event reactions (good or bad). While healthcare is broadly viewed as a safe-haven asset class, this rarely applies to pre-revenue or pre-profit life science companies. Instead, investors rely on achievement of catalysts or progression events to de-risk and provide clarity on the commercial prospects of the asset, which in turn drives shareholder interest. The information has been compiled based on best endeavours from a scan through recent company updates as well as company input. While the list is not exhaustive, with likely subsequent milestones and timing estimates dependent on the progress of preceding events, we see this as a simple snapshot on a broad range of healthcare companies and some of the main news flow expected.