Revenue EXPLOSION Coming?, page-3

First 3 Last

Share
Profile

Follow
sken

43 Posts.

3

18/12/20

18:57

Post #: 49691866
Share

Originally posted by Silverchair: ↑

I'm trying to put some revenue growth estimates together for Clinuvel just on US sales. It looks to be amazing with the speed of the Clinuvel rollout of treatment centres in the US and the fact that patients can be having up to 6 implants as opposed to currently 4 in Europe. So here is a very conservative attempt based on the following assumptions: 34 US EPP treatment centres accredited. Patients will be having 6 implants. $25000 implant price (I think this is conservative). And the final assumption is that each centre will only be treating ONE patient per week - very conservative IMO and meaning every 2 months they start treating the first patient again (This means only 8 Patients per Centre). With these assumptions and figures it means only 272 US EPP patients are treated in total which is a very low market penetration. Maybe they will have more than this but maybe not all will get the full 6 implants so let's see how this works out.

34 (Treatment centres - multiplied by)
8 (Patients per centre {very conservative IMO, means just one patient per week} - multiplied by)
6 (Implants per year- multiplied by)
25000 (implant price)

EQUALS $40,800,000

So this is what we could be looking at just for US sales in the next 12 months, plus any sales from TOPICALS and on top of any EURO growth (eg France) coming out from a COVID affected year in which CUV still performed strongly. So I'm not sure why CUV trades on such a low valuation, I fully expect about 100% revenue growth for the coming quarterly at the end of Jan, followed by a big jump in EPS for the half yearly. And all of this just while US rollout was in it's infancy. For the full year I'm hoping for about 50% revenue growth and same for profits.
Basically there will be many, many quarters of strong revenue growth coming now based on the US rollout. And all of this is just on the proof of concept disease EPP. When read-outs come for new indications we could see the 7.5 Billion Market cap figures become realistic. After all it is based on NEW INDICATIONS (Not a whole New Drug) for an already FDA, TGA, EMA approved and SAFE drug with years of data backing it, and SAFETY is the main factor being considered by regulators as all the new indications being targeted currently have no effective treatment. It will only take one.
All IMO, DYOR.

Expand

When you look at what's going on with other stocks today (mesoblast etc)it makes you appreciate the stability and steady growth profile of cuv

CUV Price at posting: $23.12 Sentiment: Buy Disclosure: Held
11 Upvote

2 Great analysis

Reply

Top Stories

SPR

Spartan sniffs 126g/t gold ahead of resource upgrades at WA's Dalgaranga

OCC

Orthocell shares jump on record revenues from sales of collagen bone repair devices globally

PL3

Patagonia looks to raise $2.15M for South American exploration and development

SRL

Scandium a priority metal for Sunrise as it plans feasibility update at Syerston

MSB

Mesoblast resubmits US FDA application for approval of Ryoncil in children with graft vs host disease; shares dip -4%

There are more pages in this discussion • 135 more messages in this thread...

First 3 Last

Add CUV (ASX) to my watchlist

(20min delay)
Last $14.58		Change -0.930(6.00%)		Mkt cap ! $730.1M

Open	High	Low	Value	Volume
$15.35	$15.74	$14.23	$4.173M	285.1K

Buyers (Bids)

No.	Vol.	Price($)
1	500	$14.56

Sellers (Offers)

Price($)	Vol.	No.
$14.58	1486	2

View Market Depth

No.	Vol.	Price($)
1	500	14.560
2	3100	14.550
1	2329	14.430
3	2338	14.400
1	1000	14.380

Price($)	Vol.	No.
14.580	1486	2
14.590	71	1
14.600	1285	1
14.630	572	1
14.650	32	1

Last trade - 16.10pm 09/07/2024 (20 minute delay)

CUV (ASX) Chart

Revenue EXPLOSION Coming?, page-3

Spartan sniffs 126g/t gold ahead of resource upgrades at WA's Dalgaranga

Orthocell shares jump on record revenues from sales of collagen bone repair devices globally

Patagonia looks to raise $2.15M for South American exploration and development

Scandium a priority metal for Sunrise as it plans feasibility update at Syerston

Mesoblast resubmits US FDA application for approval of Ryoncil in children with graft vs host disease; shares dip -4%

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Revenue EXPLOSION Coming?, page-3

Top Stories

Spartan sniffs 126g/t gold ahead of resource upgrades at WA's Dalgaranga

Orthocell shares jump on record revenues from sales of collagen bone repair devices globally

Patagonia looks to raise $2.15M for South American exploration and development

Scandium a priority metal for Sunrise as it plans feasibility update at Syerston

Mesoblast resubmits US FDA application for approval of Ryoncil in children with graft vs host disease; shares dip -4%

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News