CUV 1.82% $15.69 clinuvel pharmaceuticals limited

nomura "maa review should complete by start 4q, page-3

  1. 7 Posts.
    RBS Analysis from February 2010 estimated EPP would provide a NPV of $0.14 per share (pre split). This is lower (but similar) to Nomura's prediction of $1.98. Now that PLE is dead and Vitiligo is far from aproval, I'm struggling to justify holding CUV several more years. Scenesse might be the wonder drug Uhoh claims it to be, but I don't see it being meaningfully profitable for another decade. I'm starting to think the best hope for shareholders is a purchase by big pharma.

    Regarding cuv9900, would it not be wise to hold off until FDA approval of Scenesse, given the FDA's concerns about off label use? Little information has been given about cuv9900, but I suspect it's a method of delivering afamelanotide via a patch.
 
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