DenzelWash
Well-known member
We had 16m AUD from Trade Debtors open from FY21. There’s no way all of them were included in the September 4c
Clinuvel
- Thread starter johnnytech
- Start date
@Alexmf I agree that sentiment moves with the share price, and I agree that is wrong. I've also said that a number of times. My views are no different today as compared to a months ago when the share price was above $40.
However, if you are pleased with the current situation......whether it be progress of new product, or corporate governance which is my beef, then respectfully, I think you are easily pleased. I don't read any comments on this website that in my view are obvious downramping. I do read comments from very long term holders, who are remaining holders, and are clearly believers in the underlying technology founded at Uni of Arizona brought to the worlds attention by Dr Millen. Those same holders are keen for the technology to be maximised, and are agnostic as to how it is done.
My personal concern is the technology is now effectively owned by Dr Wolgen and we are at the mercy of his abilities. We can all have a view on the extent of those abilities, but the reality is none of us truly know because we are not on the inside. The best we can do is measure management relative to the expectations that they set. I'll let you judge how you think they are performing relative to that.
However, if you are pleased with the current situation......whether it be progress of new product, or corporate governance which is my beef, then respectfully, I think you are easily pleased. I don't read any comments on this website that in my view are obvious downramping. I do read comments from very long term holders, who are remaining holders, and are clearly believers in the underlying technology founded at Uni of Arizona brought to the worlds attention by Dr Millen. Those same holders are keen for the technology to be maximised, and are agnostic as to how it is done.
My personal concern is the technology is now effectively owned by Dr Wolgen and we are at the mercy of his abilities. We can all have a view on the extent of those abilities, but the reality is none of us truly know because we are not on the inside. The best we can do is measure management relative to the expectations that they set. I'll let you judge how you think they are performing relative to that.
Verharven
Well-known member
At the AGM, PW said the OTCs won't be launched until after the XP results. From the end-of-year newsletter dated 20 December we had this: "Pending pandemic and market conditions, our Healthcare Solutions Division is poised to launch the first OTC product in the first half of 2022" (note nothing about pending XP results or delay in them that could be a factor).
So, if the OTC launch is linked to the XP results and the launch was being planned for the first half of this year (with no disclaimer that a delay in XP results could be an issue) then they need to clarify this to the market that it won't be happening if no longer the case. Or, if the launch of the OTCs is no longer linked to XP results they should also clarify this seeing as that guidance came directly from the mouth of the CEO. People make investment decisions based on the guidance the company gives - it isn't just on discussion boards that misinformation exists.
So, if the OTC launch is linked to the XP results and the launch was being planned for the first half of this year (with no disclaimer that a delay in XP results could be an issue) then they need to clarify this to the market that it won't be happening if no longer the case. Or, if the launch of the OTCs is no longer linked to XP results they should also clarify this seeing as that guidance came directly from the mouth of the CEO. People make investment decisions based on the guidance the company gives - it isn't just on discussion boards that misinformation exists.
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@Verharven I agree. Management fail in their duty to inform the market with this company. They constantly announce hot air. Its a damn cheek that they accuse others of seeking to manipulate the share price with mis-information.
PW was close to the market with his unusual engagement in social media and yt interviews with private investors. So why do they hesitate to communicate rather clear and transparent on a regular basis rather then telling us romantic stories about PWs biggest learnings as a CEO...
Would appreciate management which leads the company to greater success rather then such with a high learning curve... ;-)
Would appreciate management which leads the company to greater success rather then such with a high learning curve... ;-)
investek
Well-known member
@DenzelWash you prompted me to think about the global ambassadors and social media strategy.
Time for some fantasy! Who will the ambassadors be? (I’ll create a thread in the research section when I get a chance to capture our best ideas.
Here are a few names to start.
60 ambassadors across 3 domains
(probably 50/50 male/female, my guess)
Extreme outdoors
- Stephanie Gilmore
- Kelly Slater
- Courtney Dauwalter
- Sophie Power
- Jasmin Paris
- Ranulph Fiennes
- ?
- Selena Gomez
- Sean Elliott
- Prince Daniel, Duke of Västergötland
- Sarah Hyland
- ?
@investek Freddie Freeman the baseball player would be a good one. His mother died of melanoma when he was 10, even though she took precautions to protect against it. He’s well known for wearing long sleeves even when it’s hot out. And he still ended up with a cancerous mole removed a few years ago. He’s a good example that current options for prevention aren’t good enough.
www.espn.com
Braves' Freeman has cancerous mole removed
Braves first baseman Freddie Freeman was in the lineup after having a cancerous mole surgically removed from his upper back three days ago.
www.espn.com
Verharven
Well-known member
Just relistened to the AGM again to confirm PW's statement linking XP trial results with OTC launch and here is the direct quote regarding the 'when' for the launch of the OTCs:
"The moment that you are generating the first meaningful results in XP, it makes absolutely perfect sense to introduce your products into these populations". Populations here means the OTC market, not the XP population.
So, the statement on 'meaningful' results is subjective, but seeing all the n=6 results will be the absolute minimum.
"The moment that you are generating the first meaningful results in XP, it makes absolutely perfect sense to introduce your products into these populations". Populations here means the OTC market, not the XP population.
So, the statement on 'meaningful' results is subjective, but seeing all the n=6 results will be the absolute minimum.
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investek
Well-known member
I could argue good results in the first 3 XP patients may be meaningful.
(Not sure 6 vs 3 makes too difference as a minimum, esp. given the much much higher incidence of skin cancer in XP)
Verharven
Well-known member
And of course that can be correct too. If they're wanting to show that afamelanotide can affect the MED (minimal erythema dose) then they don't need a tiny sample of XP patients (which are not comparable to the general population any way) - they have a truckload of this data already from earlier stage development trials. So, it is only about DNA repair in my eyes.
Here's a bit of positive reading on why we should be expecting some positive results here.
Melanocyte-Stimulating Hormone Directly Enhances UV-Induced DNA Repair in Keratinocytes by a Xeroderma Pigmentosum Group A–Dependent Mechanism
Melanocyte-stimulating hormone (MSH) reduces UV-induced DNA damage through the induction of pigmentation. In this study, we provide evidence that MSH also enhances DNA repair in skin keratinocytes by modulating the function of DNA repair molecules. Intracutaneous injection of MSH prevented...
cancerres.aacrjournals.org
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macgyver
Well-known member
XP-A? Another variant that could possibly be treated?And of course that can be correct too. If they're wanting to show that afamelanotide can affect the MED (minimal erythema dose) then they don't need a tiny sample of XP patients (which are not comparable to the general population any way) - they have a truckload of this data already from earlier stage development trials. So, it is only about DNA repair in my eyes.
Here's a bit of positive reading on why we should be expecting some positive results here.
Melanocyte-Stimulating Hormone Directly Enhances UV-Induced DNA Repair in Keratinocytes by a Xeroderma Pigmentosum Group A–Dependent Mechanism
Melanocyte-stimulating hormone (MSH) reduces UV-induced DNA damage through the induction of pigmentation. In this study, we provide evidence that MSH also enhances DNA repair in skin keratinocytes by modulating the function of DNA repair molecules. Intracutaneous injection of MSH prevented...