In today’s briefing:
- Clarity Pharmaceuticals Ltd (CU6 AU): Strengthening Supply Chain for US Commercialization
- RBA Rate Watch: Navigating ASX 200, Banks, and Resources
- Fluence Corporation RaaS Interview
Clarity Pharmaceuticals Ltd (CU6 AU): Strengthening Supply Chain for US Commercialization
- Clarity Pharmaceuticals Ltd (CU6 AU) entered into a commercial manufacturing agreement with SpectronRx for 64Cu-SAR-bisPSMA. SpectronRx is capable of producing up to 400K patient-ready doses of 64Cu-SAR-bisPSMA annually.
- Clarity’s Targeted Copper Theranostic products and clinical development programs will remain unaffected by the U.S. imposed 100% tariff on imports of branded pharmaceutical products.
- In July, Clarity completed A$203M institutional placement, resulting in a pro-forma cash balance of approximately A$288M. This will help fund ongoing clinical trial programs, including the pivotal Phase 3 trials.
RBA Rate Watch: Navigating ASX 200, Banks, and Resources
- The Reserve Bank of Australia (RBA) meets on Tuesday, 30 September 2025, with a rate decision due at 14:30h AEST.
- Highlights: Consensus is firmly for a hold (96% probability), but surprise cuts have historically doubled the market’s typical daily move. Sector impacts—banks vs. resources—closely examined.
- Why Read: An actionable roadmap to sector sensitivities, highlighting bank and resource ETFs as tactical vehicles if the RBA deviates from expectations.
Fluence Corporation RaaS Interview
- RaaS Senior Analyst Graeme Carson interviews Fluence Corporation CEO-elect Ben Fash on the company’s business, strategy and outlook.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
