CUV 1.82% $15.69 clinuvel pharmaceuticals limited

Isn't it funny how often hotcopper experts seem to know...

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    Isn't it funny how often hotcopper experts seem to know more than the actual experts (perhaps a symptom of having an anonymous platform). Same as when they act as if they could run this company better than Wolgen, when in reality Wolgen is the one who grew this company from nothing to one of the highest quality companies on the ASX and likely knows a lot more about managing a company like this than the anonymous hotcopper experts.

    You do get a lot of this here on the Clinuvel forum, punters acting as if Clinuvel is doing everything wrong when that is simply not the reality here. This is a company that is steadily building its cash position and fully exploiting its monopoly position in EPP, whilst it gets volumes of data to prove without a doubt that Scenesse is highly efficacious and safe for mass consumption. Even the sunscreen (a common source of contention) has an important role to play in building Clinuvel's reputation as a leading sun protection company (its not designed to be a money maker, it's clearly a marketing tool for their melanocortin lines). There's an obvious long term strategy unfolding here with everything they've been doing, it seems like a bunch of random pieces to the uninformed eye but at a closer glance you can see how nicely all these pieces fit together, and it seems like the culmination of many years and decades of work is finally nearing a game changing result that could very easily give this company a valuation rivalling that of CSL and even larger overseas peers (Australia's very own Novo Nordisk??)
    Last edited by TheAnalyst007: 05/07/24
 
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