Join our Market Analyst, Grady Wulff as she sits down with Bell Potter's Analyst, John Hester as he discusses an update on the below healthcare stocks.

In this video, John discusses:
- (3:15) Telix's Pharmaceuticals (ASX:TLX)
- (7:34) Clarity Pharmaceuticals (ASX:CU6)
- (10:54) Avita Medical (ASX:AVH)
- (12:16) Mesoblast (ASX:MSB)
- (14:31) Promedicus (ASX:PME)

Note: This interview was filmed 8 May 2025

In this Bell Direct macro update, we break down the latest March quarter CPI figures and what they could mean for the RBA’s next move.

With trimmed mean inflation easing to within target and key categories like services and housing shifting, could a rate cut be on the horizon?

Watch now for expert analysis and market insights.

Join Market Analyst Grady Wulff as she sits down with Scott Kirkland, CEO and Managing Director of EMVision Medical Devices (ASX:EMV), to discuss how the company’s pioneering portable brain scanner is set to revolutionize stroke diagnosis and care.

In this video, Scott covers:

• (0:31) EMVision’s history and breakthrough technology
• (3:09) key trial results and development progress
• (8:54) US market opportunity and commercialisation strategy
• (10:00) financial position and future pipeline
• (12:01) major upcoming catalysts.

Note: This interview was filmed on 3 March 2025.

In this latest instalment of Bell Direct’s From the helm series, we kick off 2025 with an exciting deep dive into the healthcare sector. Host Bell Direct’s Market Analyst, Grady Wulff sits down with Opthea (ASX:OPT) CEO, Fred Guerard to discuss the company’s remarkable 168% share price surge over the past six months as it advances toward commercialising its novel retinal disease treatment, Sozinibercept. With an initial focus on wet age-related macular degeneration, Opthea is poised to disrupt the market with its innovative approach to vision care.

In this video, Fred discusses:
• (0:43): Opthea’s history and its mission in the healthcare space
• (1:40): how Sozinibercept compares to existing therapies
• (3:22): recent Phase 3 data and confidence in trial success
• (6:22): commercialisation strategy and financial runway
• (8:15): key milestones and future pipeline treatments.

Note: This interview was filmed on 5 February 2025.

In today’s market update, we’re diving into the latest inflation numbers for Australia, with underlying inflation falling to its lowest level in 3 years at 3.2%, exceeding expectations and bringing it closer to the RBA’s target range. While CPI for the 12-months to December rose by 2.4%, we saw some sectors, like housing and transport, offsetting price increases in areas like recreation and alcohol. This decline in inflation raises hopes for a rate cut from the RBA, though challenges like rising energy costs and sticky services inflation could complicate the outlook. Plus, a strong labour market and recent unemployment data are key factors influencing the RBA's decisions. With markets now pricing in an 84% chance of a rate cut, the tech sector is leading the charge on the ASX today, fueled by investor optimism and a strong overnight performance in the Nasdaq. Stay tuned as we unpack the latest moves and what it means for your investments!

Dive into the latest commodity trends with our Market Analyst Grady Wulff’s quarterly chat featuring Lion Selection Group (ASX:LSX) CEO, Hedley Widdup.

Gold’s 2024 Performance – What’s Next?
Gold dazzled in 2024, reaching record highs of US$2,697/oz. Can this momentum continue with Trump back in office? Hedley sees strong tailwinds ahead, fuelled by:

• inflation concerns and geopolitical uncertainty
• robust demand from China and promising production from Northern Star Resources (ASX:NST) and Newmont Corporation (ASX:NEM).

Silver & Copper: Bright Spots in 2025

• silver surged 37% YoY, driven by its pivotal role in green energy technologies like solar panels and EVs
• copper continues to rise, with 5.4% annual growth powered by the energy transition, digitalisation, and Asia-Pacific demand leadership.

Our Market Analyst, Grady Wulff, sits down over the next 6 minutes with 6 executives who are exploring all parts of the world from uranium to a gold and silver deposit discovered in Chile recently.

Watch Grady catch up with the following executives:

• (0:42) Neil McDonald, Managing Director - Gold Hydrogen
• (1:45) Rowan Johnston, Executive Chair - Kin Mining
• (2:28) Chris Byrne, Managing Director - Legacy Minerals
• (3:37) Siobhan Lancaster, Managing Director & CEO - 92 Energy
• (4:16) Andrew Munckton, Managing Director - Talisman Mining
• (4:59) Ray Shorrocks, Executive Director - Mitre Mining Corporation

These exclusive interviews are provided to experienced clients trading with Bell Direct.

This audio was filmed by and belongs to the ASX.

Our Market Analyst, Grady Wulff, featured on the ASX The Ideas Exchange Podcast, hosted by Jacinta King.

In this episode, Grady talks about:

• Sector outlook
• How far can the tech rally go?
• Will gold remain popular in 2024?
• Consumer Discretionary surprised the market in 2023
• Opportunities to assess in 2024.

Be sure to listen to the episode on the ASX website here.