Show Notes
Owen Rask and Drew Meredith break down the WiseTech Global (ASX: WTC) ACCC raid, Moderna’s (NASDAQ: MRNA) extraordinary cancer vaccine breakthrough, and the latest ASX reporting season results from Pro Medicus (ASX:PME), CSL Ltd (ASX:CSL), Challenger (ASX:CGF) and XRF Scientific (ASX:XRF).
WiseTech Global (ASX: WTC) shares plunged after the Australian Competition and Consumer Commission (ACCC) executed a search warrant at the logistics software giant as part of an investigation into alleged competition law breaches.
Meanwhile, in the US, Moderna (NASDAQ: MRNA) shares exploded higher after Moderna and Merck announced positive Phase 3 results for their personalised mRNA cancer vaccine in patients with high-risk melanoma — one of the biggest single-day moves we’ve seen in a major biotechnology stock.
And it’s reporting season in Australia.
Owen Rask and Drew Meredith dig into the latest FY26 financial results from some of the ASX companies investors are watching most closely, including Pro Medicus Limited (ASX: PME), CSL Limited (ASX: CSL), Challenger Limited (ASX: CGF) and XRF Scientific Limited (ASX: XRF).
Topics covered
– WiseTech Global (ASX: WTC): the ACCC search warrant, competition concerns, the WiseTech share price fall and what investors should actually focus on
– Moderna (NASDAQ: MRNA): the personalised mRNA melanoma vaccine being developed with Merck, the positive Phase 3 trial and why the Moderna share price surged
– Pro Medicus (ASX: PME): breaking down the FY26 result and what the latest numbers mean for the Pro Medicus investment thesis
– CSL (ASX: CSL): FY26 results, the healthcare giant’s reset and what investors should watch next
– Challenger (ASX: CGF): FY26 financial results and the outlook for one of Australia’s largest retirement income businesses
– XRF Scientific (ASX: XRF): the small-cap ASX company’s latest financial results and long-term growth story
– Why share price volatility can create both risk and opportunity for long-term investors
– How Owen and Drew think about company results, valuation, market expectations and changing investment theses during ASX reporting season
If you invest in Australian shares, ASX stocks, growth stocks or US shares, this episode is a practical look at what is moving markets right now — and how long-term investors can separate important information from short-term stock market noise.
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