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balimike
Posted on: Jul 18 2019, 03:47 PM


Group: Member
Posts: 89

If you follow that Seeking Alpha story to the end it's followed by reader reactions.There's a quite brilliant response which pretty well shreds each and every point made....which was only trying to prick a CUV bubble.Even another eader exclaimed that the response was superior to the article due its understanding of where the future lies.
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balimike
Posted on: Jun 4 2019, 02:04 PM


Group: Member
Posts: 89

Just from curiosity i GOOGLED what pressure is FDA facing.It provided some headlines from the past month.....FDA has been wary of cannabis derived products. But it is now under pressure to help them get to market legally...May 31A parent advocacy group calls for a closing of loopholes that allow marketing to children.A Florida judge says the agency is entitled to an injunction against a stem cell clinic that has blinded patients and challenged the governments authority to regulate it.a new opinion by the Office of Legal Counsel says death penalty drugs, like tobacco, are inherently unsafe and so are beyond the FDAs reach.Juul (e cigarettes) needs good science to prove to the FDA that its ecigarettes offer more benefits than risks. some researchers say they are loath to take the companys money.What is the fda doing to ensure the safety of medical devices?Two of these...cannabis and ecigarettes require a whole new set of rules and understanding.SDo yes the understaffed with acting head FDA is under pressure.
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balimike
Posted on: Jun 3 2019, 12:30 PM


Group: Member
Posts: 89

Well how very frustrating...a year here,3 months there. I wonder why drugs are so expensive in the States.I also read that the FDA has an acting head...and while he's trying to work out what's important the pollies there are pressuring him to resolve rules on vaping and cannabis medical extensions such as the non get high component CBD.Priorities....certainly not a small Australian company.
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balimike
Posted on: May 2 2019, 11:45 AM


Group: Member
Posts: 89

Maybe he's just balancing the 95% claim by Stan. Steady. Under promise and over deliver has been the CUV style.
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balimike
Posted on: Mar 22 2019, 03:56 PM


Group: Member
Posts: 89

Love the logic. Love the optimism.
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balimike
Posted on: Mar 20 2019, 06:25 PM


Group: Member
Posts: 89

One thing I've learned about the stock market is that intelligence is not a factor. Fear seems to be the main driver. One sniff and sell is the word. That mystery lunch time cheap offload is a mystery. Error. Maybe. Induce panic. That seems right. Some 200k shares went. Cheaply. The volumes for the past week have been healthy. A fair sales price. Why not sell then but sell today. Fear. I'll stick with intelligence. It's the long view.
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balimike
Posted on: Mar 20 2019, 06:25 PM


Group: Member
Posts: 89

One thing I've learned about the stock market is that intelligence is not a factor. Fear seems to be the main driver. One sniff and sell is the word. That mystery lunch time cheap offload is a mystery. Error. Maybe. Induce panic. That seems right. Some 200k shares went. Cheaply. The volumes for the past week have been healthy. A fair sales price. Why not sell then but sell today. Fear. I'll stick with intelligence. It's the long view.
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balimike
Posted on: Feb 20 2019, 01:17 PM


Group: Member
Posts: 89

Whatever any member is thinking about this stock I would suggest that any member here has so much more knowledge about CUV than anyone out there in the financial sector. This board has been amazing on the research investigated be it legalities, medical expertise and history. This is pure focus.I personally believe this stock is going big. That this is so far very very early development. They have plans, they are focusing on a very particular expertise ie sun and skin.....a very rich field both medically and cosmetically. Still growing. Still an amazingly large field to grow into.
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balimike
Posted on: Jan 15 2019, 10:22 AM


Group: Member
Posts: 89

Strong and appropriate newsletter. It's all about growth and expertise.
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balimike
Posted on: Jan 15 2019, 10:22 AM


Group: Member
Posts: 89

Strong and appropriate newsletter. It's all about growth and expertise.
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balimike
Posted on: Jan 15 2019, 10:21 AM


Group: Member
Posts: 89

Strong and appropriate newsletter. It's all about growth and expertise.
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balimike
Posted on: Jan 15 2019, 10:20 AM


Group: Member
Posts: 89

Strong and appropriate newsletter. It's all about growth and expertise.
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balimike
Posted on: Jan 7 2019, 01:50 PM


Group: Member
Posts: 89

Quiet today. I'm guessing the rise is an anticipation of FDA news.
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balimike
Posted on: Jan 2 2019, 09:13 PM


Group: Member
Posts: 89

And with that summation the defence rests.
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balimike
Posted on: Dec 29 2018, 12:00 PM


Group: Member
Posts: 89

There is a lot of comparing with the recent StarPharm decision.
To rejected for lack of clinical trial data seems like 101 in the approval process.
The assumption is that the EMA situation is setting off the alarm bells.
I'm relying on memory here which opens to correction but....
I believe the Clinuvel situation is unique. A big part of the delay was the requirement for Clinuvel to establish a full process to monitor the patients they attracted.
This meant that Clinuvel had to be totally involved with their users. While initially this was a chore they now recognise that it has provided a data base and that the rest of the scientific community also looks to Clinuvel for information in a very new field.
The use of real data is therefore unique to them and is seems that they have consulted with FDA on this uniqueness and have put forward the extension of this into USA.
This is especially apt for Orphan drugs and particularly so when placebo trials are impossible to implement.
I remain optimistic.
\
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balimike
Posted on: Dec 19 2018, 07:32 PM


Group: Member
Posts: 89

I'm not sure. I just think that covering every base with every press release is wasted. Me being logical. I think it's more an inclusion due a cut and paste action.
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balimike
Posted on: Dec 19 2018, 03:56 PM


Group: Member
Posts: 89

I agree. This was always the next big step. It's recognised and its victims are well organised. CUV is all about the future. This will further credential Clinuvel as experts in skin/sun/tan.
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balimike
Posted on: Dec 19 2018, 03:52 PM


Group: Member
Posts: 89

I'm lead to believe that the mandatory 'forward statements " warning only applies to the contents of what it's attached to. This is not a FDA topic.
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balimike
Posted on: Dec 12 2018, 10:38 AM


Group: Member
Posts: 89

I agree. If we believe that PW chooses his words very very carefully the most reassuring statement in the newsletter was " arrive at an outcome that does not deprive EEP patients of the ONLY treatment available..". We know it is safe.
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balimike
Posted on: Dec 6 2018, 06:56 PM


Group: Member
Posts: 89

Inspections. My thoughts are pure positive. They asked about this some 6 months ago. They are taking this further. They are spending effort on the end process. For me that says they see the approval as done and are now ticking the execution box. The recent post from oystercatcher possibly explains why this level of diligence. It is a new drug.
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balimike
Posted on: Jun 29 2018, 05:00 PM


Group: Member
Posts: 89

Would make some sense if the vertical axis had some measurement.It does suggest that most of the rise is factored in at each stage so the actual approval is not news as such.
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balimike
Posted on: Jun 22 2018, 10:57 AM


Group: Member
Posts: 89

The announcement will cover the mass resignation of the management due to the torrent of criticism over the past weeks due to not meeting a July 1 deadline. This followed logo sarcasm and amateur name calling. Waaaah. So there.
Personally I'm really nervous in a good way. Go you good thing.
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balimike
Posted on: Mar 1 2018, 12:12 PM


Group: Member
Posts: 89

This pipeline update does say that the NDA has been filed. This is new?
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balimike
Posted on: Mar 1 2018, 12:12 PM


Group: Member
Posts: 89

This pipeline update does say that the NDA has been filed. This is new?
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balimike
Posted on: Dec 29 2017, 03:39 PM


Group: Member
Posts: 89

Boggles is right. The only fact in their report was their consistency. Consistently ignoring the plight of the patient. That it couldn't be proved that the treatment would literally extend their life by x years thus voiding the formula. Inhumane springs to mind.
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balimike
Posted on: Dec 21 2017, 11:19 AM


Group: Member
Posts: 89

Slow reaction time by the Submit button. Not deliberate I assure you. Let's see how this post performs.
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balimike
Posted on: Dec 21 2017, 09:29 AM


Group: Member
Posts: 89

The very lengthy report praises Scenese noting the high incident of patient reuse. Very confusing. It seems to me that NICE has some cost effective formula in which the real decider is how much longer the drug extends the life of the patient. Clinuvel is then criticised for being Unable to provide enough numbers to support this piece of the formula.
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balimike
Posted on: Dec 21 2017, 09:29 AM


Group: Member
Posts: 89

The very lengthy report praises Scenese noting the high incident of patient reuse. Very confusing. It seems to me that NICE has some cost effective formula in which the real decider is how much longer the drug extends the life of the patient. Clinuvel is then criticised for being Unable to provide enough numbers to support this piece of the formula.
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balimike
Posted on: Dec 8 2017, 03:13 PM


Group: Member
Posts: 89

Or..... alternative theory. The FDA approval is so important. Clinuvel has also stated that they want to lead in a whole new field. What if this is just ensuring that FDA approval is given. That incorporating real case study data (unique to Clinuvel) ensures their leadership and confidence and commitment. Against this small delay what is the time lost if rejected. Conservative for such but the rewards warrant it. It so offsets the Epitan history.
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balimike
Posted on: Dec 7 2017, 06:59 PM


Group: Member
Posts: 89

The newsletter came as a surprise being so close to the AGM.
The content for me was a voice for calm. In theory no groundbreaking news, particularly to the members of this board who have sourced most of this information.
The real kicker for me was them announcing how big they can be. That what they are specialising in is a real breakthrough in some many medical problems. What was interesting was their approach. This was in their spreading the word amongst their peers. That they are building a groundswell regarding the use of melanocortins. This board has touched on this with the discovery of potentials in psoriasis, dementia and so on. The Skin things are the obvious extension but these are truly mind expanding. Their point is that they need the support of other medical experts to hasten this attitude change.
The rest is all reassuring and patiently logical and they do remind us that post-marking learning ex-Europe will be beneficial in USA. So some time reclaimed.
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balimike
Posted on: Dec 1 2017, 08:59 PM


Group: Member
Posts: 89

PSUR. Periodic Safety Updates Reports. I think the key word is UPDATES. Seems normal to me in that it sets a timetable for data dissemination. We know Clinuvel have had to create registers of users. We know they are doing that as a first. Clinuvel are being the good guys bit yes having to jump through new regulatory hoops.
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balimike
Posted on: Dec 1 2017, 12:44 PM


Group: Member
Posts: 89

I do want to offer my appreciation of members. The board has become informative and optimistic. Clinuvel is rightly criticised for its total lack of communication skills. What is amazing is the amount of research this board uncovers. Lately we have been sunjected to a swag of bad news. A bad performing quarter...although only an implant or 2 off their 2nd highest. Lame newsletters. Most devastating the 12 month delay in FDA timing. Then the lack lustre AGM.
My 2 cents. The SP untook a rise on good volumes....supposedly on no news. There was news...the Homm report and a similar one from USA Seeking Alpha. There was also the discovery of a number of patent applications. They were all saying the same thing....that Clinuvel was well financially managed and had massive growth potential. So a buy run was not totally starnge...just maybe the strength. Now there's some settling.
It wasn't that long ago the lament was the $7 ceiling.
The latest has covered the new FDA Delay to February. Really if you think a lot of work gets done in Government departments during December and January you're dreaming.
The reports also reminded the management policy UNDER PROMISE, OVER DELIVER. Ain't that the truth. Another factor is the well known aspect that under Trump Government offices/ bodies are severle understaffed. All I'm saying here is that I believe this board understands that timetables are not able to be controlled and that there's evidence that USA is suffering lack of manpower.
I also agree where the board is cognizant of competition ie Big Pharma. Of late we are reminded that Corporations lie. Think Tobacco, Wells Fargo even Volkswagen. Business is mean and nasty.
Clinuvel are restricted on what they can say. I was a bit surprised at the venom they unleashed against the insurers.
The finacial market collapsed in 2008....kinda around Clinuvels introduction. If you analyse stocks eg Banks on ASX from that time their sp has little changed. The rise in the USA stock market is all the big tech companies. Clinuvel sp in that time has performed.
Check out the price of BHP and Rio Tinto....huge falls.
Clinuvel is only sold in a very small number of countries to a very small patient population. And make good profit.
More is coming.
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balimike
Posted on: Oct 10 2017, 08:45 PM


Group: Member
Posts: 89

My impression. The FDA update set things back a year. A large group have been patient. This latest stability @6.80 sets a calm situation if some need to offload a bit for cash needs. It sort of establishs a fair price for needs. I'm encouraged by it.
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balimike
Posted on: Oct 10 2017, 08:45 PM


Group: Member
Posts: 89

My impression. The FDA update set things back a year. A large group have been patient. This latest stability @6.80 sets a calm situation if some need to offload a bit for cash needs. It sort of establishs a fair price for needs. I'm encouraged by it.
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balimike
Posted on: Oct 9 2017, 11:18 AM


Group: Member
Posts: 89

Such a strange wording "device". The section dealing with patient numbers less than 4000 is interesting. They actually note the costs versus returns issue with these highly specialised "devices".
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balimike
Posted on: Oct 7 2017, 11:29 PM


Group: Member
Posts: 89

My understanding is they don't pay. Firstly they're a foreign company, secondly their category. They receive refunds for VAT and GST.
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balimike
Posted on: Oct 1 2017, 06:18 PM


Group: Member
Posts: 89

Iggy I will treat your enquiry as genuine. Here goes the quotes...." I have read on this board that Germany has negotiated..." followed by..." Though I Don't know ALL the facts and I doubt anyone outside Clinuvel does either".
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balimike
Posted on: Oct 1 2017, 04:21 PM


Group: Member
Posts: 89

Iggy do you re-read before you post? Can you not see where you contradict yourself in the same paragraph. The facts as you know them are not , in fact, actual facts. as best they're an uninformed opinion.
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balimike
Posted on: Oct 1 2017, 03:42 PM


Group: Member
Posts: 89

They actually condemn it as NOT cost effective. We all know it's effective. Oddly when you measure cost effectiveness you usually compare. 10kg pack versus 2 kg pack. CUV has no comparison. What cost a patients solution. Really only the EEP community in Wales can appeal this. What is the cost effective alternative they may well ask.
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balimike
Posted on: Oct 1 2017, 12:22 PM


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Posts: 89

Population of Wales 3.0 million. The UK 66.0 million. Small country, small mind.
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balimike
Posted on: Sep 30 2017, 10:07 PM


Group: Member
Posts: 89

How humane of the Welsh.
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balimike
Posted on: Sep 27 2017, 12:09 PM


Group: Member
Posts: 89

News Corp did this. For Australian shareholders its tedious as USA paperwork is voluminous.
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balimike
Posted on: Sep 25 2017, 06:34 PM


Group: Member
Posts: 89

I think the sp is in a holding pattern. The FDA update really deflated any momentum. Another 15 months. Blimey. The business will roll on and the next quarter should aid. I'm unsure if the AGM showcases any spark. Newsletter due?
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balimike
Posted on: Sep 24 2017, 06:40 PM


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Posts: 89

Sanity returns. Clearly the FDA adjustment was not a great news story. I thought the majority of responses were positive as they addressed the fact that certainty was emerging albeit late. Thanks odi for reminding us that there is a world outside of USA.
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balimike
Posted on: Sep 19 2017, 08:47 AM


Group: Member
Posts: 89

True. America continues to wonder why it has the world's highest healthcare cost.
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balimike
Posted on: Sep 17 2017, 06:57 PM


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Posts: 89

Thanks Investek. I had never heard of this report. On some quick googling I looked at previous forecasts. Very Odd, The forecast you quoted was Q3 2017. On both Q1 and Q22017 Scenesse was listed as late 2017. On Q2 it was as early as page 8. Suddenly by Q3 it's late 2018 and shifted to page 19 of the report.

I'm not clear who OptumRx is...it seems to be a National mail service for prescriptions. It also attracts lots of complaints re web site breakdowns and straight out ignoring asked for prescriptions.
So I don't know what they have in terms of access to FDA INFORMATION AND THINKING.
The point behind FDA, I thought, was that all information was discreet between them and the client.
So this all seems very peculiar.
Also since the Q1 report the Scenesse status has always been FILED NDA.
So many of the previous posts here touched on timetables for FDA . These seem to be ignored in this forecast especially where so many of those listed prior to Scenesse are only IN TRIAL. Again I was led to believe we had passed points eg having to prove safety.

Frustrating but if any of the board can shed further light thanks in anticipation.
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balimike
Posted on: Sep 12 2017, 05:33 PM


Group: Member
Posts: 89

I believe it's these type of gatherings that will advance the roll out. It's recognising that the problem of EPP has been hidden. Now, with a solution available, the patients are forming groups. Congratulations to Clinuvel for providing a voice.
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balimike
Posted on: Aug 31 2017, 02:08 PM


Group: Member
Posts: 89

My 2 cents review.
The report has no surprises...so of course no serious sp movement. Expected is good.
What I found interesting was the mentioning of only 4 countries. Netherlands, Italy, Austria and Germany. Switzerland has tucked away into a reimbursement category. Italy migrated from this category into commercial sales.
Germany reached agreement on April 12, 2017. So while this financial year did mean the first full year it doesn't for Germany. It only covers in sales 16% ie 2 months.
Germany represents 50 % of the population of the 4 countries mentioned.
The board here had picked up signals that suggested Norway and others were coming on board.
There is so much growth even in this specialised area. So much.
There is also 125 million sitting on their books as retained losses.....tax relief for later. Also attractive to takeover prospects.
Cashed up, 40% of outgoings on R& D and Commercialisation.
FDA/NDA moving forward....not if but when?
Vitiligo plans formally announced.
All's good.
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balimike
Posted on: Aug 16 2017, 06:06 PM


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Posts: 89

My memory was last year the annual was released 28th or so August.
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balimike
Posted on: Aug 7 2017, 11:24 AM


Group: Member
Posts: 89

The 3 implants is an averaging. It's aim is to put a conservative overlay on projected EPP only sales. It assumes a) not every patient will begin their treatment on day 1 of our fiscal year and b) not every EPP sufferer will be able to access our cure.
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balimike
Posted on: Aug 7 2017, 09:48 AM


Group: Member
Posts: 89

Thanks seeva222. I'm across what you're attempting here.
You're confining your potential to West Europe and USA.
First column is the NOW sales achievement....allowing averaging.
Second is full blown potential.
Nicely conservative with the price decrease of 25% and 3 implants per annum.
Not sure why Netherlands increases so much as I thought it was already mature,
Someone responded with what about costs. It;s proven that CUV is not high overheads.
I agree with your thinking especially with the conservative 3 implants over-rider....this should counter 100% penetration of potential patients.
There still remains a whole other world. 2 developed nations remaining are Australia/Nz and Canada.
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balimike
Posted on: Aug 3 2017, 10:10 AM


Group: Member
Posts: 89

Yes I am an optimist.
Since the 'not to expectations' quarterly report of Oct-Dec 2016 there has intruded into this board a great anxiety and impatience.
I also have been caught up in this and hang out for news, news, news. I believe the last newsletter and cash flow report were positive.A large part of this belief was the information that suggested that Disribution and execution of the implants was being hampered either by insurance or technical staff issues as required for monitoring.
1. The company does have a plan. It will not be a one trick pony.
2. The company is making profit. It has not gone spend crazy.
3. The company has a 98% retention of customer base, 98% of people who believe.
4. The product works.
What it doesn't have is control.
Like all I believed that rolling review meant just that.....but it is a black hole.
The ruling from NICE proved how little control there is with their oops sorry but you'll have to start again.
CUV did blunder as Epitan.

A major part of impatience is the focus on EPP.
There is little known about the size of this problem.
I've tried to see where we are now.
If we're fully distributed in Germany, Netherlands, Switzerland, Italy, Belgium and Sweden we are reaching 2.5% of the worlds population. Add France and Spain...we reach 4.0%. Add UK, Ireland, Greece, Polannnd and Austria and Finland and Norway we're at a reach of 6.0% of the world. 6%.

I re-looked at these in terms of GDP.
The first cluster of 2.5% of population increases to 9.8%
The adding France cluster increase population to 4 and GDP to 14.5%.
The final cluster ie UK etc increase population penetration to 6% and GDP size to 18.1%

So we really do have a long long way to go even if EPP was our sole business. It's not . What it is is the groundwork and foundation of a company with expertise in skin and sun.
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balimike
Posted on: Aug 2 2017, 02:39 PM


Group: Member
Posts: 89

A side question away from the latest report. The implant is effective for 2 months. Can anyone tell me why the annual process only allows 4 implants. If so where this 4 came from. Thanks,
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balimike
Posted on: Jul 28 2017, 12:54 PM


Group: Member
Posts: 89

I know so little. Why hasn't the 6.70
buy been done? Where did 5.398 come from? Why sell at that when there's better prices on offer. Very strange. I also don't think that this is a liquidate expecting bad news. It's really a small parcel.
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balimike
Posted on: Jul 17 2017, 01:58 PM


Group: Member
Posts: 89

Thanks. I've been a supporter since Epitan.
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balimike
Posted on: Jul 17 2017, 01:58 PM


Group: Member
Posts: 89

Thanks. I've been a supporter since Epitan.
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balimike
Posted on: Jul 17 2017, 01:02 PM


Group: Member
Posts: 89

I have a very simple issue. We were promised a bi-monthly newsletter. This was a commitment by the Board. They have failed , even lied. The the very first occasion of that being delivered they didn't. It arrived 1 full month after the due date. The 2nd occasion even allowing being dated from the first late delivery still hasn't been delivered. Still. The forum has sourced many diverse titbits of data re Europe, Trade Marks and FDA . You'd think someone from the Board would review sites such as this. The newsletter is a calming device. At the very least it acknowledges the shareholders patience. Thanks for the money, we'll get back to you. Later.
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balimike
Posted on: Jul 11 2017, 12:23 PM


Group: Member
Posts: 89

The interview with Lachlan is dated July 6. 2017.
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balimike
Posted on: Jul 10 2017, 02:21 PM


Group: Member
Posts: 89

Very good. He is addressing the converted and potential clients so he doesn't talk down to them. It does remind us that this extension still has some way to go but it should create good PR. it should also create some patient pressure on FDA. It confirms Clinuvels ultimate position as the skin and sun experts. Nice groundwork for skin cancer use.
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balimike
Posted on: Jul 6 2017, 01:03 PM


Group: Member
Posts: 89

Intense price battle on ASX this morning. Handful of shares looking to fix, I repeat fix, a price. Better than Wimbledon.
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balimike
Posted on: Jun 23 2017, 01:41 PM


Group: Member
Posts: 89

Kiwi1 do you have one of your tables showing sellers and buyers bids for CUV for today. The ASX site shows little. Thanks,
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balimike
Posted on: Jun 22 2017, 12:48 PM


Group: Member
Posts: 89

My thoughts tally with yours....she mentions a few days after the interview the NICE re categorized Clinuvel...on May 2. That would put the interview end April. The newsletter itself seems to be aimed at Pharma professionals with a constant stream of news and opinions on FDA matters. The home website is https://pink.pharmamedtechbi.com
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balimike
Posted on: Jun 20 2017, 09:06 PM


Group: Member
Posts: 89

This adds nothing but it caught my eye. It's related to the German problems. Chancellor Kohl just died. His wife committed suicide in 2001 due to severe problems with light. Even a television caused pain. She became nocturnal. The lack of awareness back then left them confused as to the aliment. Now they would know.
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balimike
Posted on: Jun 9 2017, 07:50 PM


Group: Member
Posts: 89

Agree so very much. The news, little as is, is disappointing but only in the usual frustrating way. Obstacles from insurance companies who hate paying out. Really hate it and don't shy to use time consuming legal tie ups. German stalling is sad. Against that it's a great product with legs. The sp is only real if you buy or sell. There's very little of that going on. 2 shares. Really.
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balimike
Posted on: May 16 2017, 01:09 PM


Group: Member
Posts: 89

While the talk is currently re FDA I have been mulling over the last quarter cash results. Certainly my memory was kick started by the fact that the announcement regarding PRICE AGREEMENT was not made until April 14ish.
I am also reminded that the revenue is cash flow not actual sales. So while the quarter covers Jan-Mar the actual 'sales' months could be Dec-Feb or even Nov-Jan.
My research concentrated on Europe weather. The first Google index starts with articles on the fact thast this Winter is the coldest for some 100 years.
I then investigated sunlight.
The following details the actual number for hours that the sun actually shines for each month. Berlin is the city used. As a Southern Hemisphere person these figures surprised me. Remember these are the total hours for a whole month.
Jan 45, Feb 72, Mar 122, April 158, May 222, June 221, July 218, August 210, Sept 156, Oct 111, Nov 52, Dec 37.
That's right December has 1 hour of sun each day. 1 hour. For an expensive treatment it doesn't offer a lot of return lifestyle wise.
If a quarter was going to be low then that is the one. Things can only improve radically.
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balimike
Posted on: May 15 2017, 02:45 PM


Group: Member
Posts: 89

Agree with you so much. Refreshing to read so much valuable detective work.
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balimike
Posted on: May 12 2017, 01:15 PM


Group: Member
Posts: 89

Heartbreaking. Harm from a Computer screen. Frustrating. A solution exists and is in use elsewhere. Victim.
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balimike
Posted on: May 10 2017, 12:54 PM


Group: Member
Posts: 89

Having read the late delivered newsletter I breathe easier. It does cover events in Europe that most members of this board had already sourced independently. It should come as no surprise that Insurance companies try to avoid their obligations. This has always been the case. They happily take your premium. They happily increase this. They are very unhappy when claims are made.
Within the newsletter was encouraging news on FDA process. Barriers are coming down.
Most important with the news was the statement ' we cannot be solely reliant on Senesse. This shows a company with an eye to the future. They are establishing a list of firsts. They are claiming to be THE experts in Sun and Skin. This also has been known to some members of this board. Dr. Wally covered this some days ago.
Now if CUV could get back on track with Bi-monthly news all would be calm.
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balimike
Posted on: May 8 2017, 06:26 PM


Group: Member
Posts: 89

We are in alignment. The potential is as you describe. Far bigger than most can imagine. Vanity and safety. Monster promise. Well written. Appreciated my end.
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balimike
Posted on: Apr 28 2017, 03:34 PM


Group: Member
Posts: 89

A reminder. The announcement that a price agreement was reached in Germany was released on April 12.
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balimike
Posted on: Apr 28 2017, 10:54 AM


Group: Member
Posts: 89

Really we kinda knew about this.
The bleakest weather months are January and February. The bleakest.
Germany was really really late.
These are cash inflows NOT sales.
Some items to consider.
1. Production costs increase 3 fold.
2. Admin by 20%
3. Here's the interesting one....GST and Vat refunds up 15 fold. Yes expecting 620 in this category be the refund ie on amounts they have paid. Refund. This quarter the refund was 40. Last quarter it was 33. An accounting /tax expert would understand this component but 620 is big.
So yes another delay. It doesn't excuse the lack of newsletter. In fact it says we need the newsletter soon.
Darn but kinda expected.
  Forum: By Share Code

balimike
Posted on: Apr 22 2017, 10:25 PM


Group: Member
Posts: 89

Stay. You're sane.
  Forum: By Share Code

balimike
Posted on: Apr 12 2017, 07:48 PM


Group: Member
Posts: 89

I'm guessing that there's little response as he's not saying anything new. That most members here believe in the future. Predicting prices doesn't deserve response. There's been too much of that here. The future is rosy. How rosy? Aha the mystery.
  Forum: By Share Code

balimike
Posted on: Apr 10 2017, 01:30 PM


Group: Member
Posts: 89

Keeping my eye on that trader who will sell 3 CUV shares to himself @$7.00 today @ 3.58pm Sydney time.
  Forum: By Share Code

balimike
Posted on: Apr 3 2017, 12:15 PM


Group: Member
Posts: 89

Johnnytech here's some info on the 2 recent FDA approvals....ie the companies who own the 2.
The eczema is owned by Sanofi-Regeneron. This is a recent merger. Their stock trades around $400.00. The MS drug is owned by Roche. Your ides to track the after effects is a good one although these are big Pharma companies so to isolate may be difficult.
  Forum: By Share Code

balimike
Posted on: Apr 2 2017, 11:55 AM


Group: Member
Posts: 89

I don't have that information. My source was the New York times. My reason for posting was my understanding that the FDA has been criticised for extreme slowness. That they didn't care about the patients with the problems. The head resigned earlier this year so I was seeing this as a step forward.
  Forum: By Share Code

balimike
Posted on: Mar 31 2017, 06:06 PM


Group: Member
Posts: 89

I agree. I don't now that drug's history but it was not an orphan/ pioneer type. I also understand CUV has to overcome some mistakes made when it was Epitan.
  Forum: By Share Code

balimike
Posted on: Mar 31 2017, 02:44 PM


Group: Member
Posts: 89

The FDA is stirring. Today it's reported that FDA approved an eczema drug, Dupixent. This has co,petitors but their clinical trials showed it to be better. Cost per annum per patient $37,000.00. In this case the drug company negotiated directly with the insurers prior approval. This was a new allowance by FDA in January. The actual name of the eczema is atopic dermatitis.
On the same day that approved a drug that retards the pace of multiple sclerosis. This is full of competitors. Price of this one, Ocrevus, is $86,000.00.
  Forum: By Share Code

balimike
Posted on: Mar 31 2017, 12:48 PM


Group: Member
Posts: 89

No movement is USA on 40 shares. No one selling. Australia is UP. Where do you get your facts?
  Forum: By Share Code

balimike
Posted on: Mar 30 2017, 12:45 PM


Group: Member
Posts: 89

I play the long game ...but have the attention span of a flea.
I have re-read the November 2016 General Meting presentation.
So?
My business experience is Advertising. Whenever we sought strategies for clients eg media blitz, PR approach and so on, the Holy Grail was 'Word of Mouth". That perfect situation where existing customers/clients were so impressed by your product that told all their friends.
Clinuvel has that in spades.
Most importantly it's now gaining mass.....patients and their families and their friends. They are spreading the word.
What happens when Mass is achieved is that growth becomes exponential.
Scenesse works . Word is out. Patients in other countries are heading to Europe. Our mass has only just started.
I assume that EPP has a network.
The slow rollout in Europe has been hastened by EPP patient pressure. The stories are heartbreaking and so easily fixed. USA next.
The other Advertising lesson is growth. The term given this is Brand Extensions. Coke has Diet Coke and Coke Zero. The most important attribute of extensions is they must be relevant to the Core strength. Is Coke a beverage or a cola expert. Cherry Coke? Sprite?
Clinuvel is staking out a core strength. Sun and Body reaction.
They already have plans for Brand Extensions. They fit the core strength.
The management is on top . Not just dealing with todays complex issues but the future. Visionary.
OK. It is along game. Please cut the distractions. 'Climy-Time" with 3 patients. Please release me. No Mass. No word of mouth excl Teng. No credibility. No tanning beds. No groundless predictions.
Hey maybe we could restrict postings to one per day per member.
Dream!
  Forum: By Share Code

balimike
Posted on: Mar 21 2017, 12:34 PM


Group: Member
Posts: 89

ROE yet another distraction but at least not as puny as tanning beds. The formula used for ROE appears to ignore the maturity of the company/business. In this stage of development CUV is pure embryo. It also ignores the level of market penetration. In this regard CUV is at 1% penetration. This is an estimate based on world population.And that's of the narrow EPP segment. The formula ignores competitive threat. CUV is unique and is protected. It ignores the company and the market it is ins level of evolution. CUV is the lungfish with accelerated path to Sapiens status.
A bright prodigy with potential or a dying granny with a history. Give me potential.
  Forum: By Share Code

balimike
Posted on: Mar 15 2017, 07:28 PM


Group: Member
Posts: 89

OK . Here's the info re FDA meet.
What you do is google " Dr Teng. EPP"
The list of options will follow. Topmost will be from " investorhub" and is headed FDA Meeting Notes.
It's not lenghty and covers the patients feedback towards the end.
A little further down the google options will be one " google groups". This is headed Dr Teng of Standord. To clarify, Scenesse does PREVENT the internal organs and liver from being affected.....
  Forum: By Share Code

balimike
Posted on: Mar 15 2017, 05:50 PM


Group: Member
Posts: 89

You need to read it more slowly. She, Teng, admits cuv protects the liver. Her climintime or whatever does not. There follows patient testimony from users of climintime. Consensus. It does nothing.
  Forum: By Share Code

balimike
Posted on: Mar 15 2017, 01:14 PM


Group: Member
Posts: 89

You have got it. This is where Epitan went wrong initially. The regulators have long memories and that's what CUV is being patient about.
  Forum: By Share Code

balimike
Posted on: Mar 6 2017, 05:30 PM


Group: Member
Posts: 89

Usual pattern. Sales at close to $7 then at the end of the day someone sells 10 shares for 6.80.
  Forum: By Share Code

balimike
Posted on: Feb 28 2017, 01:14 PM


Group: Member
Posts: 89

Hello Frank2you1965. This site is proving very educational once you sort the wheat.
The table you produced for trading CUV 27Feb was a total revelation to me. Firstly that it exists. CAre you able to inform me how to find that data. I use the asx site but can't see any relevant entry point. Thanks in anticipation.
  Forum: By Share Code

balimike
Posted on: Feb 16 2017, 06:44 PM


Group: Member
Posts: 89

My late 2 cents but I thought the newsletter was exactly what was needed.
It covered and verified so many of the theories put forward in this forum.
The essence for me was we're across the issues and believe that we're more than addressing them.
That we have faith in our product. That regulation is a brand new field is a victim of overcompensation. That we are so new we will benefit and be competition free for quite a while.
Progress is being made and we will not put this at risk with speculation or perceived pressure.
We are the good guys.
Well written.
  Forum: By Share Code

balimike
Posted on: Feb 14 2017, 09:41 AM


Group: Member
Posts: 89

September was the release of that quarter report, so all activity stock price wise was in expectation . So all that;s happening is a return.
  Forum: By Share Code

balimike
Posted on: Feb 13 2017, 06:39 PM


Group: Member
Posts: 89

Like many I was too optimistic about the last quarter results. This forum has been so helpful in calming things down. This quarter is sun less so less demand. Next quarter, results April 28, will also be low. Not a strong sunny quarter. In fact Jan and Feb are the coldest months. Past data over CUV history supports this.
This forum has been helpful in exposing the lack of commitment from some European countries.
There is an article within this forum which reminds us of CUV history...when it started as Epitan. This article predicted that the various regulating boards would make it difficult because of Epitans cosmetic ambitions. With me here?
This same article projects where this product will extend. We're talking skin cancer protection.
There is so much future with CUV.
We can't forget that it is charted with proving every step. That it has met this challenge. That it is really really excellent at doing what it promises with no side effects except you get a tan.
It has a unique and successful(as far as doing the job) product. It is in positive cash flow. It has a very big future.
Yes I'm an optimist.
  Forum: By Share Code


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