My take:
- We (CUV) do things differently, we believe our strategy is the right one and we aren't concerned about others negativity.
- Expect some positive progress on their vitiligo offering in 2025.
- Interesting, some may even say telling, that he thanks many people but does not thank shareholders in the second from last paragraph showing perhaps a lack of respect for holders. Some may consider this an issue but I don't care if a company loves me back as long as they produce successful drugs to help those in need and make some money in doing so.
- Definitely a tone of confidence, self-belief and determination in his communication. They are building something special here and LT holders need to keep the faith.
Biotech success comes from having a good solution for an unmet need, lots of cash and a clear strategy to achieve it. I think we tick these boxes.
They have kicked one very large goal in the past and seem convinced that further success is only a matter of time.
I was in early and sold this close to the peak so I have no complaints. Got back in recently. Price may drop further but I sleep a hell of a lot better owning a Biotech with this much money in the bank.
(20min delay)