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.

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,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.

This week we look at SGH despite its recent run there is still more to go as the Boral turnaround continues. Quality management and good mining services exposure.

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Welcome to the latest On the Couch podcast. In this episode, I am chatting to my good friend, Adam Dawes. Adam needs no introduction to most of you, he is a senior adviser at Shaw and Partners and a regular on many media platforms including CNBC and Ausbiz.

A great chat talking reporting season and the winners and losers.

Talking Points.

· How is the year shaping up?

· What about reporting season, any big winners so far? What about losers?

· What results are you really looking forward to?

· How should investors prepare for the deluge of reports?

· Why do you like STO?

· Do you still recommend SXE and NXL? SXE has been sub-optimal?

· You are always up for recommendations, is there one that stands out at the moment?

· In this very volatile political world, what advice can you give investors?

· How are you using AI in your business?

· Where do you see the opportunities in Australia this year or do we just embrace the US again?

· What’s the best piece of advice anyone has ever given you?

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.