The conservative calculation I did at the start of this thread...

The conservative calculation I did at the start of this thread used 34 US EPP centres to come up with extra Revenue of $40 Million in the next 12 months now the US rollout is well underway and over one year ahead of schedule (and that's with Covid rampaging). Well now there are 35 US EPP centres and more to come according to Dr Wolgen. Some US patients on 2nd or 3rd injection and 60 US insurers on board and everything ticking along nicely in the world's biggest EPP market which is just at the very start of Clinuvel's revenue drive.... and EPP is just the 'proof of concept' indication.
Clinuvel has achieved EMA, TGA and the massive milestone of FDA approval for their drug. They have over 95% patient retention - the drug is bloody good! They have strong revenue growth underway, consistently delivered profits for many years, have zero debt and the best financial fundamentals of any Biotech around this size in Australia - even a small dividend! They are undervalued by comparison to peers. They have a blockbuster pipeline for Stroke, DNA REPAIR (skin cancer treatment), XP, Vitiligo and Topicals to come. Plus more.
They have been a bit slow at times, but that is the nature of the game in this field. As far as I can tell they have achieved everything they have set out to do. It would be a very brave person to predict they wont now extend their approvals to Stroke, XP, Vitiligo or DNA REPAIR as it is well known the drug is very safe and all these conditions are begging for an effective approved treatment. And it's only going to take approval for ONE of these to explode this stock valuation from it's current low base. I will put another comparison chart together once I have the half yearlies.
All IMO, DYOR