CUV 2.80% $14.57 clinuvel pharmaceuticals limited

So to compare the apples to apples comparison in Clinuvel to...

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    So to compare the apples to apples comparison in Clinuvel to Disc we have CUV valued at a very low $0.8 Billion AUD (inc. $160M cash) and Disc at over $2.5 Billion AUD. Now both of these companies are primarily interested in the EPP market, but only cash printing CUV is commercialised with an FDA, EMA approved product and enjoying an absolute monopoly. Loss making DISC is many years off just hoping to enter the EPP market (just like the other EPP market hopeful in MT which may never even be approved on their current trajectory IMO). More apples to apples comparison, CUV down 30% in one year while markets are at all time highs, CUV kicked out of the ASX200 and languishing at the 5 year low point. DISC up over 100% in one year on nothing amazing. CUV started a phase 3 clinical trial into Vitiligo - a new blockbuster indication for their already EPP approved drug - DISC certainly didn't do this. CUV increased profits by 47% to $30.6 Million AUD last year and well DISC just burning lots of cash for now and years to come which is ok for a development company. Not sure of shorting at DISC but at CUV we can see from ASIC data that it is a daily, constant, controlling force in the low volume trading. Strange that Clinuvel has not addressed this shorting via a share buyback, even stranger it is not mentioned the shorting that goes on, but we have had a comparison to massive loss making Mesoblast which recorded another FDA rejection and would have tanked in any environment. Why is the team at DISC so much better skilled at attracting investor interest in their company, massive volumes each day and as far as I know they didn't even run Michelin catered Soiree's two years running in Monaco.

    CUV really need to use just a tiny percentage of their cash for shareholder interests and do a share buyback for $20 - $30 Million, I think they said at the AGM they would if the price got too low so obviously it CAN be done. It will increase EPS for evermore, increase the stock price, offer protection against daily manipulation, upon gaining entry into the ASX200 it will bring in fundies purchasing something like half to one million shares (it takes lot of soirees and investor meetings to garner that type of investment) and it will make many of those long term investors some of the biggest supporters for the company once again where I believe many shareholders don't care to differentiate any longer between company performance and share price performance. IMO its a clear buyback opportunity when most analyst targets are mid $20s just on EPP and the analyst who took blockbuster Vitiligo into account has a PT about $50. And when compared to DISC it is clearly a super buyback opportunity.

    All IMO DYOR




    Last edited by Silverchair: 12/02/24
 
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