Just one thing to keep in mind mate is that the Clinuvel forecasts for Vitiligo are in USD so $500 Million USD equals $800 Million AUD - add EPP revenues to this and it may not be long until revenues are over $1 Billion. On top of that no one is forecasting or pricing anything for a potential viral real, protective tanning cosmetic which could clearly also be worth plenty. Nothing priced in really at all in this valuation, most shorted Biotech on the entire ASX (just like Mesoblast was only 2 to 3 years ago) and again another 30000 fake Sell shares in the last two days ASIC data is available. Shorters keeping a lid on things but that can't go forever this is the best financially performing small Biotech after all which just keeps growing year after year.
Vitiligo Phase 3 running, slated for FDA submission 2026, drug already FDA approved and SAFE for EPP. Vitiligo TAM mentioned$4.5 BILLION USD and 9% penetration years 1-2 giving $490 - $570 Million USD.
All IMO DYOR
CUV Price at posting:
$11.91 Sentiment: Buy Disclosure: Held
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