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.

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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.

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.

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.

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.

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.

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.

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.