A lot of shares coming his way, a man's gotta eat, and he's recently moved to Monaco. And he's possibly in for another tranche of shares after 2023. Its not compulsory to hold onto your shares forever.
The important patent is Inducing melanogenesis in a subject, which covers most of what they are doing in relation to the skin. US patent expires 2025, which could possibly be extended. It doesn't matter though, FDA market exclusivity not likely to run out before 2027-29 if Clinuvel gets an extension and paediatric dosage. They already said Prenumbra IP is covered for dosage regimen, which should last well past 2030. My take on the dosage regimen IP is if a competitor wants to use afamelanotide for particular disorders in an emergency setting they will have to license the dosage regimen from Clinuvel, The point being Clinuvel is going to make money from this even if they don't have the method patent for these acute disorders.
Another event to watch is the development of the multiple sclerosis patent application from Thomas Luger. If Clinuvel licenses this they will go well into the 2030s as well. There are many irons in the fire that should make an investor comfortable with their CUV holdings looking to the future.
The other point to remember is the prominence of the brand. After IP rights expire the company will be able to withstand competitive pressures due to its pathfinder reputation and clinically proven, high end branding for its pharmaceumable products. I don't think Clinuvel will quite reach the lofty heights of CSL, but with only 50 million shares on the register does that really matter?
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