CUV 0.73% $13.58 clinuvel pharmaceuticals limited

Had another read through that great find of yours Martini that...

  1. 875 Posts.
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    Had another read through that great find of yours Martini that you posted up. Funny that the manipulators have ground the share price down about another 10% since that report was released while markets have continued to climb to new ATHs. What must the Clinuvel board think of the exceptional 'decoupling' in value now?
    That is a very well researched report and a lot of work done there. CUV target price over $26 so a LOT of upside from here and once again makes me wonder why the Clinuvel Investor Relations Experts are not as successful as much weaker and riskier Disc Medicine in attracting investor interest. Expensive Michelin catered soirees in Monaco didn't seem to work so try something different, maybe headhunt some IR talent from Disc who can sell a cash burning, trial flunking startup so well to be valued three times higher than the highly profitable and less risky CUV with a blockbuster in Phase 3? The report shows some nice steady profit growth just on proof of concept EPP for the next couple of years, absolute monopoly and no threat from competitors for years which we all pretty much know about. Made interesting statement on Scenesse to be reimbursed in Colombia as part of National Health Policy (page 18). Colombia population 47 Million would have a few EPP sufferers so will be interesting to hear what Clinuvel says about this and maybe they will elaborate at the AGM. Says 2000 South American EPP patients and with Valentech they want to make this treatment option available so could be some great growth there if something comes out of that. Overall comprehensive summary, great work by Parmantier and always nice to hear the recommendation to Buy the shares of Clinuvel Pharmaceutical Ltd. IMO a strong share buyback could get them to that $26 level pretty quickly especially if they release some nice trial results/updates and perhaps with a bonus of new/old directors showing they are onboard with the strategy like shareholders are by digging into their hip pockets. Constant low volume manipulations by the shorters/manipulators is allowed to continue unchecked for unknown reasons, again maybe the AGM will elaborate on why they have made multiple statements that are not being followed through on in this regard when Clinuvel is in the best position they have ever been in with an enormous cash pile that the share buyback would barely dent? I guess a comprehensive update on where the Vitiligo Phase 3 is at is what everyone is after so that should be front and centre as it is a totally going to transform this company if successful.

    All IMO DYOR


 
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