CUV 0.14% $14.60 clinuvel pharmaceuticals limited

Shorts - general info, page-183

  1. 578 Posts.
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    I hope laying out the 10 year plan in detail is EXCATLY what they'll do in the October strategic review they've advertised a couple of times now.

    All the indicators are there that they've turned a communications corner and are willing to open up a bit:

    1) first FY results conference call (not executed perfectly, but a good effort and to be encouraged)
    2) decent AR which sets out some detail of the technology and it's potential (not a single mention of VP though. Where's that gone?)
    3) "Facts" website which has potential even if it's not yet delivering it
    4) Wolgen being somewhat direct and unevasive in recent press (Bioshares) and the corporate newsletter (the most useful for a while)

    We know they're coming from a history of secrecy, delays and development paths which unexpectedly stop.

    If they present a quality, credible, reasonably detailed commercial plan in this review, which is due in the next 2 weeks, and execute on it I hope that we'll be able to say 2020 was a turning point for their profile.
    Last edited by Frogster: 14/10/20
 
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