Disc Medicine - Best comparison stock to Clinuvel, page-152

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ironbark222

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22/09/24

18:24

Post #: 75785719
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Originally posted by Silverchair: ↑

"I remain invested in Clinuvel for the mass opportunities they have with their drug.".
100% my view and I guess that is why we are all here, CUV already have the all important FDA approval and proof of concept EPP is just paying for everything and avoiding the need to raise capital which is amazing. Other Biotechs don't have this proof of concept and their entire valuation is on the hope of one day getting an approval and making a profit which makes it amazing that Clinuvel can already be making great and growing profits on a tiny indication while the mega opportunities are coming. And here I agree with you that CUV could have done better, why not get rolling on VP earlier? Why not give a small discount to gain NICE approval? Why not push harder into new markets? But if you believe Vitiligo will gain approval there is no reason to leave because that is going to send revenues and profits through the roof according to forecasts, that and everything else really is for free with this stock.

So going back to Disc I found it funny that the Clinuvel 'distribution model' was given as a reason for the share price disparity. That gave me a laugh because from what I read, even if Disc is successful in many years in entering the EPP market they will have to pay royalties to the company they purchased the trial molecule from and they will also potentially be making very significant milestone payments of tens (maybe hundreds) of millions of dollars! Good luck first getting an approval and then turning that into profits on the CUV scale. Clinuvel is vertically integrated and none of this is an issue for investors where profits are shared amongst just 50 Million shares - hopefully 1.5 Million less after the buyback?. Conveniently no mention that Disc even flunked a Phase 2 into EPP so there would have to be a good chance they never even enter that market, FDA approvals are bloody hard to get. My opinion is sophisticated investors would prefer companies with vertical integration, profits, market monopoly and obviously much less risk. Probably also worth mentioning 95% patient retention for Clinuvel's drug, it seems to work better than trial data shows and there is evidence it can repair liver damage which is an issue for some EPP sufferers. Also the CUV drug tans the skin unlike the Disc trial molecule so it will not have any threat from Disc in the main market of Vitiligo which in my opinion they will enter before Disc could get approval for EPP.

All IMO DYOR

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FDA handed us the Poisoned Chalice.

CUV Price at posting: $14.39 Sentiment: Hold Disclosure: Held
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