Is there a record for that call? That sounds exciting to me
Clinuvel
- Thread starter johnnytech
- Start date
In case you haven't seen it, there's a comment from CUV in response to the MGH Boston situation on the company Facebook page. It's in the comments under the Scenesse commercial update post from March 9.
Whatever the root cause of the cessation of supply to MGH Boston, a bunch of EPP patients are very upset. Yet another example of CUV having difficulty managing stakeholder interests.
Whatever the root cause of the cessation of supply to MGH Boston, a bunch of EPP patients are very upset. Yet another example of CUV having difficulty managing stakeholder interests.
I wonder what this means
CLINUVEL does not work with centres, physicians, or associations who are compromised and has, and will, always put patients first.
2.17 per share. Kind of puts things in perspective.How much was that takeover offer from Shkreli's Retrophin again????
polyphemus
7th Longest Active Member
With the most recent ASX200 Rebalance - To compare CUV, mkt cap $922m Free Float 79.4%
While some of the new additions are about the same they have dropped in share price over the last 12 months, where as CUV share price has been flat. I would think the stock price would need to be consistently at $25 for re-entry to the index.
The Short book controls the roost while new investors are not attracted. Shorts are in no rush - they could get into trouble when AIS results are in. If that indication progresses to phase 3 the DCF does kick up heavily. Same with DNA repair.
There are 4 pools of potential new investors: a) Insto - these would require a compelling story and likely pay off period b) Mid Tier brokers with High Net Worth Clients - same as insto but requires research and a DCF that is probable, c) Family Offices - these are basically High Net worth, behind closed doors cutting out the Broker, you grab them before you float - that is the greed motivator is the driver... mid term payoff, d) Retail online: Been tapped out in Aust, Euro and US - but what drives them in a post free money world with inflation... It is still short term greed or FOMO. FOMO is hard to build when the timelines and expectations are not met.
There is plenty to like and a lot of potential good news on the horizon, but there always is. The company is targeting group C. But why? Raise cash to drive phase 3 and acquisition or put a floor on share price? Would existing shareholders get the same offer price?
While some of the new additions are about the same they have dropped in share price over the last 12 months, where as CUV share price has been flat. I would think the stock price would need to be consistently at $25 for re-entry to the index.
The Short book controls the roost while new investors are not attracted. Shorts are in no rush - they could get into trouble when AIS results are in. If that indication progresses to phase 3 the DCF does kick up heavily. Same with DNA repair.
There are 4 pools of potential new investors: a) Insto - these would require a compelling story and likely pay off period b) Mid Tier brokers with High Net Worth Clients - same as insto but requires research and a DCF that is probable, c) Family Offices - these are basically High Net worth, behind closed doors cutting out the Broker, you grab them before you float - that is the greed motivator is the driver... mid term payoff, d) Retail online: Been tapped out in Aust, Euro and US - but what drives them in a post free money world with inflation... It is still short term greed or FOMO. FOMO is hard to build when the timelines and expectations are not met.
There is plenty to like and a lot of potential good news on the horizon, but there always is. The company is targeting group C. But why? Raise cash to drive phase 3 and acquisition or put a floor on share price? Would existing shareholders get the same offer price?
The problem is the EPP community are seeing that CUV has put their own financial and competitive interests in front of the needs of their patients. And being a tight knit community, you do wrong by one patient you do wrong by all.
Lots of very negative comments about dealing with Clinuvel, the price and their compassion for the patient. I’d say they have a PR issue to resolve. It also highlights potential risk with their hospital model….a patient is reliant on scheduled and ongoing appointments in a hospital to get treatment. If an alternative home based treatment ever emerges, it could be preferred. Hopefully this cream solution that Dr Teng announced over the weekend will be a potential solution
Shedjock
Active member
I believe there was a conflict of interest with the doctor at MGH, who was also doing clinical trials for another treatment for EPP. Only what I can glean from the comments on the fb page.
seeva222
Well-known member
I’d love to see the short positions on this group in two months
If that’s the case, i can understand why patients are saying CUV are putting their corporate objectives above the needs of patients
polyphemus
7th Longest Active Member
Bought a few more today to round out some positions.
With thoughts of the first patient in the expanded AIS trial should have finished.
No news is good news at this point.
With thoughts of the first patient in the expanded AIS trial should have finished.
No news is good news at this point.
