CUV clinuvel pharmaceuticals limited

Can you have the cookie and eat it at the same time?Running a...

  1. 95 Posts.
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    Can you have the cookie and eat it at the same time?

    Running a phase 3 and soon even doubling that cost with cuv107. Preparing the market entry of scenesse for vitiligo (AAD). Building a brand for m lines and Cyacelle radiant. Develop ACTH to commercial level. Build a distribution network for vitiligo, build a laboratory in Singapore.

    The market asked for more regular updates, PW created the newsletters and communiqués. The marketing of Cyacelle was going to be done by cuvips and other influential online people. The marketing and branding would be done in house as a new business unit. The share buyback was announced with strong words indicating they were going to put up a fight.
    The parkinson trial was announced and ditched in a matter of months.

    All these communications have 1 thing in common; they cost almost nothing. Mostly nothing actually happens besides the announcement itself that is also true.
    First cut 2/3 of your trials activity to focus the business. Then spend a few millions on a buyback. While everyone knows and agrees that a buyback has mostly limited effects in the short term.
    When numbers are underwhelming cuv limits buying implants to keep net profits growing steadily.
    The PW logic is clear: hoarding cash is the real goal.
    scrooge mcDuck.

    Clinuvel spends near to nothing on anything.
    That is why we have a full bank account and zero debt.
    We have no foreseeable or urgent financial shortages for a few years.
    pw is owning 3mln or something shares. All other directors have extremely little skin in the game.

    The year 2025 was announced as company defining. Until now the only real news was the long term absence of the CEO.
    The Shorters will feast on this undeniable uncertainty, silence and seeming lack of action.

    If cuv ends this 4 or 5 year period plan with 300mln aud in the bank, zero debt and many consecutive years of steady growth I will be happy. If the new CEO is planning to spend it all, he or she is an idiot. We need a new CEO with a new strategic plan for the next 5 years asap.

    6 months from ending vitiligo phase 3. (The 6 months follow up is not crucial to the actual endpoints I believe. It should indicate lasting and curative effects). The second phase 3 is simply a lesson learned from the EPP trials and FDA interaction. A lock on the door. Director dr Pearl Grimes should be our guiding star with the FDA and with patients.
    Imho Clinuvel stands fair chances to get vitiligo approval eventually. So this information should lead to a new evaluation of the company value.

    12 months away from the summer of clinuvel.
    m lines launch, global branding culmination.
    12 months to achieve house hold name status.

    what do we see/hear?
    Total silence apart from the daily Instagram post about epp, vitiligo and Cyacelle radiant.
    An AAD booth on vitiligo and 2 articles in British Vogue and ft?
    no sneak preview of a product or even a package?
    no more lady gaga?
    no more Monaco soiree?
    Quo Vadis Clinuvel?

    in case clinuvel would give even one clear sign that the m lines are real and coming it would spark an incentive for another round of new company value evaluations.

    Until then it is EPP and EPP only.



 
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