Taco shop worth more than Clinuvel, page-9

Nothing has changed, Clinuvel still grossly undervalued, the DNA REPAIR stuff was presented to the BAD last week and again just a reminder of what was presented to the AAD a few months back. It is even bigger news and worth remembering that none of this is priced in at all with CUV. The Clinuvel FDA approved drug for treating Vitiligo - looks like it works well. Let's start talking about Vitiligo, what will the share price be worth if that is approved? Only one analyst really pricing in Vitiligo right now and coming up with a PT near $50, the others averaging around mid $20s for EPP.

https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvSTYM4Aa5yRKZo%2BJvke92GA%3D%3D

From what we know the blockbuster Phase 3 into Vitiligo seems to be tracking well. The recruitment completion for CUV105 in Oct 24 was stated recently. FDA submission in just 2 years 2026 stated. Vitiligo TAM mentioned $4.5 BILLION USD and 9% penetration years 1-2 giving $490 - $570 Million USD. Lots of centres already set up to administer and more to come - targeting 120 with each one handling about 50 new patients per year (ie ~6000). Compelling evidence of the effectiveness of Clinuvel treatment of Vitiligo shown and very supportive statements from experts. I think standard of care very likely and the beautiful thing is the drug is already FDA approved so safety very well established and the path to approval much easier. Just looking at those numbers it can be seen how transformative Vitiligo will be for the company, and it's close. Short sellers seem to be betting it won't be approved along with everything else not to mention their absolute monopoly position and cash printing current profits with no competitors even close to entering the EPP market.

All IMO DYO