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Dimerix Ltd ASX:DXB

0 opened or increased3 held0 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 4 managers in total.

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2026

31 Jan 2025 to today

Commentary Showing 2 of 6

DateManagerActionSummary

31 Jul 2026NorthStar Impact FundsHeldNorthStar Impact Funds continues to hold Dimerix because the company is a clinical-stage biopharmaceutical developing kidney disease treatments, and in July it announced funding to complete the Phase 3 trial for DMX-200, a treatment for focal segmental glomerulosclerosis, a serious and life-threatening kidney disease with limited treatment options. The manager notes the company also expanded its pipeline by acquiring DMX-652, a Phase 2-ready asset for treating Acute Kidney Injury, a prevalent and severe clinical syndrome arising during surgery. Dimerix has secured five licensing deals for DMX-200 worth a combined $1.9 billion in potential milestone payments plus royalties on net sales, which NorthStar contrasts with the company's market capitalisation of $144 million at the end of July.

Monthly Report, price recorded $0.25

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16 Jul 2026Yarra Capital ManagementHeldYarra Capital Management continues to hold Dimerix because it believes the company retains a reasonable chance of advancing an interim analysis toward accelerated approval of its DMX-200 drug targeting Focal Segmental Glomerulosclerosis (FSGS), even though the timeline has been pushed out. The manager notes that while timing has slipped, the odds of success have, in its view, improved, and the company continues to progress licensing deals, most recently with Everest Medicines covering Greater China, South Korea and South-East Asia. Yarra Capital Management believes the upside remains intact and retains confidence in a positive outcome, and would look to add to the position on any significant share price weakness.

BiotechnologyArticle, price recorded $0.24

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4 more comments on DXBPro shows every comment, with a link to each source document.

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First mention by manager

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Price at first mentionThe share price recorded when each of 4 managers first commented on DXB.

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Articles

31 Jul 2026Dimerix Fell 55% on a Trial Delay Fund Managers Call Prudent
16 Jul 2026Dimerix DXB Fund Manager Commentary and Investment Thesis

About Dimerix Ltd

Healthcare, Biotechnology

Dimerix (ASX:DXB), a kidney disease drug developer, is seen by fund managers as a high-risk, high-reward biotech approaching key milestones. In July 2026, Yarra Capital Management said it believed Dimerix had a reasonable chance of pursuing an interim analysis for accelerated approval of its DMX-200 drug for focal segmental glomerulosclerosis. NorthStar noted Dimerix secured funding to complete its Phase 3 trial, and SG Hiscock reported a blinded statistical review confirming the ACTION3 study remains adequately powered. Dimerix operates in the Healthcare sector within the Biotechnology industry, and Thesis Tracker has captured 6 comments from 4 fund managers, including Yarra, NorthStar and SG Hiscock. Established in 1975 and headquartered in Melbourne, Dimerix develops novel therapies for unmet medical needs, led by DMX-200 for focal segmental glomerulosclerosis, a rare kidney disease, which is in a global Phase 3 trial and partnered with commercial licensees in several regions.

Market cap: $126m
Price to earnings: Loss-making
Return on equity: 0.0%
Dividend yield: 0.0%
Price to book: 0.00x
Net margin: 0.0%
52-week range: $0.16 to $0.67

Company figures as of 15 Oct 2026. For information only.

Questions

Who is investing in Dimerix Ltd (ASX:DXB)?

Fund managers including Pengana Capital Group, Yarra Capital Management, SG Hiscock & Company and NorthStar Impact Funds have invested in Dimerix Ltd (ASX:DXB).

What opportunities or catalysts do fund managers highlight for Dimerix Ltd?

Managers highlight the Phase 3 ACTION3 trial remaining well powered, funding secured to complete the trial and the potential for accelerated approval of DMX-200, according to Yarra, NorthStar and SG Hiscock.

What are the key risks to the Dimerix Ltd investment thesis, according to fund managers?

Yarra describes Dimerix as high risk, high reward, with value dependent on positive Phase 3 results and regulatory approval.

What does Dimerix Ltd (ASX:DXB) do?

Dimerix Ltd. is an Australian biopharmaceutical company headquartered in Melbourne, established in 1975. The firm focuses on the research and development of novel therapeutic candidates. Pipeline assets include DMX-200, currently under development for renal and respiratory indications, and DMX-700, a pre-clinical asset targeting Chronic Obstructive Pulmonary Disease (COPD).

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

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