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Fortescue Bullro...
Posted on: Aug 18 2019, 10:17 AM


Group: Member
Posts: 108

At a guess, any company with a line of attack on Clostridium difficile should be worth a look.
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Fortescue Bullro...
Posted on: Aug 15 2019, 09:05 AM


Group: Member
Posts: 108

I don’t know what “arzneggs” are, maybe it’s untranslatable, but it seems we are in the arznegg business.
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Fortescue Bullro...
Posted on: Jun 29 2019, 09:05 AM


Group: Member
Posts: 108

Is Vyleesi an intravenous injection? Iinjected into a vein? Botox is not, Scenesse is not.
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Fortescue Bullro...
Posted on: Mar 27 2019, 08:28 AM


Group: Member
Posts: 108

Hank johnsons involvement could be a tipping point for clinuvel
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Fortescue Bullro...
Posted on: Feb 10 2019, 08:20 PM


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Posts: 108

At 3x per year, 25.
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Fortescue Bullro...
Posted on: Feb 4 2019, 12:34 PM


Group: Member
Posts: 108

Wasn’t rosacea a possible application for Scenesse?
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Fortescue Bullro...
Posted on: Dec 23 2018, 10:26 AM


Group: Member
Posts: 108

What’s the 12 days of skin? I’m a bit out of touch these days.
Thanks.
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Fortescue Bullro...
Posted on: Nov 16 2018, 08:25 PM


Group: Member
Posts: 108

He was speaking in Wolglish, so it’s hard to be sure just what he meant.
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Fortescue Bullro...
Posted on: Oct 25 2018, 10:39 AM


Group: Member
Posts: 108

Down 90 cents is a nasty drop but 19k traded is not a massive amount. It’s a good time to be a shorter, the Dow is down 600 points today. It’s Wall st versus Main st, but that’s another story.
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Fortescue Bullro...
Posted on: Sep 14 2018, 08:20 PM


Group: Member
Posts: 108

Changing his socks, most likely.
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Fortescue Bullro...
Posted on: Sep 10 2018, 04:19 PM


Group: Member
Posts: 108

Stock pluggers go away.
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Fortescue Bullro...
Posted on: Aug 8 2018, 09:17 AM


Group: Member
Posts: 108

Nobody knows what they don’t know. That is the whole point of the “black swan “ Idea.
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Fortescue Bullro...
Posted on: Aug 7 2018, 09:11 AM


Group: Member
Posts: 108

Some very big and very experienced farmas have lost a lot of money thru acquisitions to expand their product pipeline, which then went belly up. This is not a game for newbies.
Clinuvel, meanwhile, has a profitable and expanding product line, and shareholders (one at least) who look forward to a dividend stream, rather than seeing their investment pissed up against a wall.
This fragment of an anonymous rumor strikes me as either disinformation, dud information, or some bots electronic excretion.
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Fortescue Bullro...
Posted on: May 20 2018, 06:47 AM


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Posts: 108

Not for anything I know of.
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Fortescue Bullro...
Posted on: May 20 2018, 02:51 AM


Group: Member
Posts: 108

Last tally for the gang's holdings/ dick swinging competition : 2.318 million.
Next up : nominations for the board.
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Fortescue Bullro...
Posted on: May 15 2018, 03:34 AM


Group: Member
Posts: 108

Though that counts madmans, which might be a bit presumptuous- haven't heard from him for a long while.
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Fortescue Bullro...
Posted on: May 15 2018, 03:30 AM


Group: Member
Posts: 108

Up to Texas T, below, we have 2,188 million (roughly)
Not counting waz.
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Fortescue Bullro...
Posted on: May 14 2018, 11:43 PM


Group: Member
Posts: 108

Also our mass becomes infinite, which is a serious capital gain.
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Fortescue Bullro...
Posted on: May 14 2018, 12:25 PM


Group: Member
Posts: 108

Iggy's long planned short selling campaign is under way.
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Fortescue Bullro...
Posted on: May 14 2018, 12:21 PM


Group: Member
Posts: 108

Crazy trading today. Down to $10.77, back up to $12.22.
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Fortescue Bullro...
Posted on: May 13 2018, 08:54 AM


Group: Member
Posts: 108

Very roughly 1,983 million up to Seeva, below.
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Fortescue Bullro...
Posted on: May 13 2018, 08:48 AM


Group: Member
Posts: 108

I have wondered how tightly held is Clinuvel. This is very encouraging.
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Fortescue Bullro...
Posted on: May 13 2018, 02:27 AM


Group: Member
Posts: 108

Aaargh!

15450 cuv
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Fortescue Bullro...
Posted on: May 13 2018, 02:26 AM


Group: Member
Posts: 108

I remember Ron Brierley saying he had small holdings in hundreds of companies- it brought him the annual reports and a seat at the agm, where he enjoyed seeing the concerned look on the board's faces when they spotted him in the crowd.
11.45 thousand cuv for me/us.
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Fortescue Bullro...
Posted on: May 9 2018, 08:10 AM


Group: Member
Posts: 108

Commsec's indicative price is $13.42.

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Fortescue Bullro...
Posted on: May 3 2018, 12:38 PM


Group: Member
Posts: 108

Dont give the twitter feed to the work experience kid.
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Fortescue Bullro...
Posted on: May 2 2018, 10:41 AM


Group: Member
Posts: 108

Ummm... it's early in the day but Commsec has $11.78, up .46.
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Fortescue Bullro...
Posted on: Apr 25 2018, 01:56 AM


Group: Member
Posts: 108

'Dodgy commenter' seem to think that every patient should have the same response to a drug, and a novel drug at that.
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Fortescue Bullro...
Posted on: Apr 22 2018, 10:56 AM


Group: Member
Posts: 108

So where does Willem Blijdorp fit in with this "licensing or acquisition?" Is he connected to "Artemis"?
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Fortescue Bullro...
Posted on: Apr 20 2018, 05:18 AM


Group: Member
Posts: 108

https://www.upi.com/Health_News/2018/04/18/...mp;utm_medium=3
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Fortescue Bullro...
Posted on: Apr 2 2018, 12:24 AM


Group: Member
Posts: 108

If I had a guess as to the next indication, it would have been hhd or cep. I can’t remember xp being discussed here before.
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Fortescue Bullro...
Posted on: Mar 16 2018, 10:19 AM


Group: Member
Posts: 108

$9.60 on Commsec. Somethings going on.
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Fortescue Bullro...
Posted on: Feb 14 2018, 01:09 AM


Group: Member
Posts: 108

Given that Clinuvel's list of shareholders is dominated by institutional/long term holdings, any minimum turnover requirement (as a percentage of issue) may be a big hurdle to get over. If the share price takes off, that percentage should only fall.
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Fortescue Bullro...
Posted on: Jan 31 2018, 07:08 AM


Group: Member
Posts: 108

I can see PW running the next AGM with a paper bag over his head, at this rate.
No (serious) complaints from me- I'm too far in the black for that. And I tips me hat to a strategy that is totally opaque yet fairly transparent at the same time.
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Fortescue Bullro...
Posted on: Jan 31 2018, 05:00 AM


Group: Member
Posts: 108

I see Daniela S., our vp of Global Business Development, over in Zurich, has had the same idea.
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Fortescue Bullro...
Posted on: Jan 30 2018, 04:47 AM


Group: Member
Posts: 108

"an extensive career in managing commercial sales and distribution at Wyeth Pharmaceuticals" brings a bit to the table.
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Fortescue Bullro...
Posted on: Jan 27 2018, 10:21 PM


Group: Member
Posts: 108

Test
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Fortescue Bullro...
Posted on: Jan 16 2018, 11:51 PM


Group: Member
Posts: 108

Thinking about Scenesse as melanoma protection- we have wondered out loud here how you would design a study to test for that. Surely all this large scale long term safety data on Scenesse will eventually be informative about this, if melanoma rates fall in Scenesse patients vs their peers.
Though this is a class of people who have historically been very underexposed to sunlight, so might be expected to have lower melanoma rates anyway... Hmmm...
But the PASS studies should lead to useful efficacy data on other conditions, too, once the data set gets big enough.
All very obvious, I know, but interesting.
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Fortescue Bullro...
Posted on: Jan 11 2018, 09:56 AM


Group: Member
Posts: 108

He'll know a lot more about that in three years- we all will. In three years a CEO with a very different skill set will be needed, I think. I hope. Clinuvel should be a much larger and rapidly expanding company, or we are all barking up the wrong tree.
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Fortescue Bullro...
Posted on: Dec 28 2017, 01:54 AM


Group: Member
Posts: 108

Really valuable work by Clinhope and Investek in recent days. Much appreciated.
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Fortescue Bullro...
Posted on: Dec 22 2017, 07:51 AM


Group: Member
Posts: 108

The "non health-related benefits" are the "photoprotective skin pigmentation", which should never again be referred to here as a "tan".
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Fortescue Bullro...
Posted on: Dec 18 2017, 07:04 AM


Group: Member
Posts: 108

I have never had an investment with as many moving parts as Clinuvel.
Maybe Scenesse is a viable treatment for Alzheimers, maybe not, but owning Clinuvel definitely is.
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Fortescue Bullro...
Posted on: Dec 8 2017, 11:56 PM


Group: Member
Posts: 108

Further reading of FAQ: a practitioner must apply to the SAP for each new patient. The say they try to turn applications around in 24 hours. But Scenesse is approved for use, and there seems to be no "distribution center" required.
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Fortescue Bullro...
Posted on: Dec 8 2017, 11:41 PM


Group: Member
Posts: 108

There seems to be no Canadian requirement for any distribution centers, or any of the onerous European conditions. The FAQ says SAP approved drugs can be shipped from the manufacturer to the practitioner. If Clinuvel can reach agreement with Canadian insurers (could be a big "if" there) Canadian dermatologists could prescribe and administer Scenesse. Or Clinuvel could give it away for free, of course.
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Fortescue Bullro...
Posted on: Dec 8 2017, 07:29 AM


Group: Member
Posts: 108

The FDA waiver was for carcinogenicity concerns, not safety concerns in total. Not the same thing. And what a previous director thought concerning the EMA may not bind the current management. Here is a really comprehensive, large scale real world data set about a new drug they are assessing, generated by Clinuvel (not the EMA). It's the first in what is said to be a new field of medicine. Why wouldn't they look at it?
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Fortescue Bullro...
Posted on: Dec 4 2017, 12:32 PM


Group: Member
Posts: 108

Lowe assumes the side effects last the whole two months of the dose- I thought they lasted an hour or so.
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Fortescue Bullro...
Posted on: Nov 6 2017, 03:37 PM


Group: Member
Posts: 108

Today shows how tightly held Clinuvel is, and what it will take from now on to shake out a lot of shares. And the grip will only tighten as the way ahead becomes clearer. From 7.65 to 9.00 and halfway back in a day is amazing.
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Fortescue Bullro...
Posted on: Nov 3 2017, 11:46 PM


Group: Member
Posts: 108

http://www.nature.com/news/to-stay-young-k...NEWS_1508_RHBox

Senescent cells, senescent... that word is familiar, somehow.
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Fortescue Bullro...
Posted on: Oct 26 2017, 10:27 PM


Group: Member
Posts: 108

Interesting, if rather bland, analysis by Ray Foley, a journobot who enjoys skating and windsurfing.
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Fortescue Bullro...
Posted on: Oct 2 2017, 05:54 AM


Group: Member
Posts: 108

Boo Radley from To Kill A Mockingbird may have had EPP also. Boo Radleys Disease would be a cool name.
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Fortescue Bullro...
Posted on: Oct 1 2017, 10:07 PM


Group: Member
Posts: 108

The ASX trading calendar 2017 says they are open tomorrow
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Fortescue Bullro...
Posted on: Sep 22 2017, 04:42 AM


Group: Member
Posts: 108

I missed your last sentence, so I effectively just repeated your point! But anti-melanoma should be the big lever into widespread availability, so it's worth saying twice.
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Fortescue Bullro...
Posted on: Jun 10 2017, 01:22 AM


Group: Member
Posts: 108

Warren Buffet would say, we're just getting started.
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Fortescue Bullro...
Posted on: May 15 2017, 02:51 AM


Group: Member
Posts: 108

Afamelanotide (not Scenesse back then) has already "hit this phase" and did not make it. So, very important to get an acknowledgement of its safety, which may have been under question the first time. Bureaucrats have long memories.
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Fortescue Bullro...
Posted on: May 8 2017, 11:34 PM


Group: Member
Posts: 108

"The photo protective qualities that Afamelanotide provides even on the hottest, most extreme of summer days is simply unbelievable (and this was using the dodgy back alley version of the drug MT2 mainly)"

Words fail me.
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Fortescue Bullro...
Posted on: Apr 28 2017, 09:55 PM


Group: Member
Posts: 108

Clinuvel was forced to start up a second manufacturer in the EU zone as part of the marketing negotiations.
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Fortescue Bullro...
Posted on: Mar 15 2017, 10:41 PM


Group: Member
Posts: 108

Nominated FDA Commisioner Gottlieb:

http://thehill.com/blogs/pundits-blog/heal...drugs-sooner-at

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Fortescue Bullro...
Posted on: Feb 14 2017, 04:44 AM


Group: Member
Posts: 108

Old joke, businessman says "OK, so we'll lose money on every sale, so what? We make it up on volume!"
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Fortescue Bullro...
Posted on: Feb 10 2017, 10:13 AM


Group: Member
Posts: 108

https://www.ft.com/content/238cc916-e935-11...7b-c88452263daf

I came across this on Instapundit, which has a good summary. "Strategies for Engineered Negligible Senescence" made me prick up my ears, so to speak. It's behind a pay wall, but maybe someone can read it.
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Fortescue Bullro...
Posted on: Feb 6 2017, 01:08 AM


Group: Member
Posts: 108

If anyone with access to the article could put up a brief laymans summary I would appreciate it.
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Fortescue Bullro...
Posted on: Feb 2 2017, 12:21 PM


Group: Member
Posts: 108

https://www.nytimes.com/2017/01/31/health/t...nfront&_r=1
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Fortescue Bullro...
Posted on: Jan 16 2017, 05:35 AM


Group: Member
Posts: 108

With the 5% of EPP patients who suffer liver failure, does Scenesse have any effect on this? I dont recall reading anything about this.
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Fortescue Bullro...
Posted on: Jan 6 2017, 01:10 PM


Group: Member
Posts: 108

Good one! $15.00 for me.
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Fortescue Bullro...
Posted on: Jan 6 2017, 11:50 AM


Group: Member
Posts: 108

If this is going to be an annual/ semi annual thing, and why not, June 30 is more logical.
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Fortescue Bullro...
Posted on: Dec 29 2016, 12:24 PM


Group: Member
Posts: 108

I forget the exact words, but Clinuvel once said that Scenesse was the first of "a new field of medicine". The company has certainly staked out a lot of patent territory. And with regard to patent expiration, Clinuvel will be a clear market leader with invaluable brand recognition.
Does Tylenol still make money with paracetamol/ acetominophen? Presumably that patent has long expired.
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Fortescue Bullro...
Posted on: Nov 24 2016, 09:25 AM


Group: Member
Posts: 108

Because this is channel 9, where medical discoveries go to die.
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Fortescue Bullro...
Posted on: Nov 14 2016, 10:46 AM


Group: Member
Posts: 108

Somethings going on- $7.71, down 0.56.
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Fortescue Bullro...
Posted on: Oct 18 2016, 08:24 AM


Group: Member
Posts: 108

Maybe somebody is happy with a one year rise of %174.60. Stranger things have happened.
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Fortescue Bullro...
Posted on: Oct 11 2016, 08:56 AM


Group: Member
Posts: 108

And I don'r bet anymore, either. 13.00
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Fortescue Bullro...
Posted on: Oct 1 2016, 12:04 PM


Group: Member
Posts: 108

So, insurance companies wouldn't be stalling the introduction of a very expensive new drug, for a condition nobody has heard of? Or a sclerotic government/public service wouldn't take it's own sweet time to roll out a complex and onerous regulation system?
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Fortescue Bullro...
Posted on: Sep 21 2016, 03:59 AM


Group: Member
Posts: 108

Comment on the Sarepta story and the FDA approval process from Derek Lowe. May have some relevance here.
http://blogs.sciencemag.org/pipeline/archi...l-unfortunately
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Fortescue Bullro...
Posted on: Sep 20 2016, 01:05 PM


Group: Member
Posts: 108

Letter from Stan McLeish is linked on the ASX page.
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Fortescue Bullro...
Posted on: May 21 2016, 04:19 AM


Group: Member
Posts: 108

I would be one happy shareholder to see Clinuvel tackle HHD as soon as possible. It is a wicked disease.
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Fortescue Bullro...
Posted on: May 19 2016, 03:34 AM


Group: Member
Posts: 108

Given that vitiligo is fairly symmetrical, they could just treat one side of the body only and have the untreated side as a control.
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Fortescue Bullro...
Posted on: May 18 2016, 12:38 PM


Group: Member
Posts: 108

At last some information that doesn't have to be translated from German.
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Fortescue Bullro...
Posted on: May 18 2016, 10:43 AM


Group: Member
Posts: 108

Ha! Missed all the posts...
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Fortescue Bullro...
Posted on: May 18 2016, 10:42 AM


Group: Member
Posts: 108

Cuv AT $4.70 ON asx, up .45.
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Fortescue Bullro...
Posted on: May 18 2016, 02:11 AM


Group: Member
Posts: 108

Clinuvel is an Australian company, so it's financial year begins on July 1.
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Fortescue Bullro...
Posted on: Apr 26 2016, 11:22 PM


Group: Member
Posts: 108

Perhaps you don't know it, but the FDA has already shot Clinuvel down in flames once. Do you want to see that happen again?
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Fortescue Bullro...
Posted on: Apr 22 2016, 10:50 AM


Group: Member
Posts: 108

How so, x ray?
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Fortescue Bullro...
Posted on: Mar 30 2016, 02:35 AM


Group: Member
Posts: 108

Stay sharp, people. We're running with the big dogs now.
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Fortescue Bullro...
Posted on: Mar 15 2016, 01:19 PM


Group: Member
Posts: 108

I would really appreciate it if you could post the link.
TIA
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Fortescue Bullro...
Posted on: Feb 19 2016, 06:26 AM


Group: Member
Posts: 108

The results of the second (Rome) HHD trial were to be announced in late 2015, according to Dennis Wright. Did I miss them or...
Also noted, the treatment in the first 2 person trial was 12 doses of Scenesse in a year. Symptoms began to recur 8 months after the last.
Implications for the bottom line here.
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Fortescue Bullro...
Posted on: Feb 16 2016, 09:59 AM


Group: Member
Posts: 108

Sorry, duplicate post.
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Fortescue Bullro...
Posted on: Feb 16 2016, 09:58 AM


Group: Member
Posts: 108

http://www.asx.com.au/asxpdf/20160216/pdf/4352fnt822wzvk.pdf

Announcement on European Commercialiasation

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Fortescue Bullro...
Posted on: Dec 20 2015, 05:42 AM


Group: Member
Posts: 108

There's no golf where MS is going. The pole vault/ cross country run might be a thing.
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Fortescue Bullro...
Posted on: Dec 20 2015, 03:23 AM


Group: Member
Posts: 108

A con artist from the start.

http://www.nytimes.com/2015/12/19/opinion/...ol-right-region
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Fortescue Bullro...
Posted on: Dec 19 2015, 10:02 AM


Group: Member
Posts: 108

The Australian financial year ends June 30, so there's plenty of time left.
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Fortescue Bullro...
Posted on: Dec 17 2015, 10:43 PM


Group: Member
Posts: 108

http://nypost.com/2015/12/17/turing-pharma...kreli-arrested/
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Fortescue Bullro...
Posted on: May 18 2015, 01:30 AM


Group: Member
Posts: 108

On a day that important information comes out about the company, he throws a hissy fit and derails the conversation. The constant barking is tiresome. He is a troll and a significant threat to the group and what I hope to get from it.
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Fortescue Bullro...
Posted on: May 16 2015, 06:56 AM


Group: Member
Posts: 108

Can you post a link please, I cant find it. Thanks.
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Fortescue Bullro...
Posted on: May 7 2015, 12:44 PM


Group: Member
Posts: 108

Noted in the list of references for the VLRX 001 release, was this;
Lugar TA & Brzozka T - alpha MSH related peptides; a new class of anti-inflammatory and immunomodulating drugs.
The door is still open on wider applications.
There was a lot to digest in that little press release, wasn't there?
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Fortescue Bullro...
Posted on: Apr 23 2015, 08:52 AM


Group: Member
Posts: 108

The point of LH's post was that patients being treated with Scenesse, to whom Clinuvel would certainly owe a duty of care, are being approached under false pretenses by people posing as if they have the same condition, in order to obtain information confidential to Clinuvel. He is protecting his patients interest and Clinuvels as well.
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Fortescue Bullro...
Posted on: Apr 23 2015, 08:52 AM


Group: Member
Posts: 108

The point of LH's post was that patients being treated with Scenesse, to whom Clinuvel would certainly owe a duty of care, are being approached under false pretenses by people posing as if they have the same condition, in order to obtain information confidential to Clinuvel. He is protecting his patients interest and Clinuvels as well.
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Fortescue Bullro...
Posted on: Mar 17 2015, 02:33 AM


Group: Member
Posts: 108

Could be the meeting of the Vitiligo Working Group, first thing on the agenda.
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Fortescue Bullro...
Posted on: Mar 13 2015, 11:31 PM


Group: Member
Posts: 108

Can you please stop using that offensive name?
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Fortescue Bullro...
Posted on: Mar 12 2015, 06:04 AM


Group: Member
Posts: 108

Well, Retrophin didn't sound too happy that they still "hold a significant stake in Clinuvel Pharmaceuticals which could pose significant risks to our financial position and our stockholders."
You might well be right about Turing buying Retrophin's shares, I was just picturing his backers going "Jeez Martin, not again! You nearly sent Retrophin belly up with this stock." Among other things. I hope he just goes away. Faint hope, I guess.
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Fortescue Bullro...
Posted on: Mar 12 2015, 03:42 AM


Group: Member
Posts: 108

This gives a little perspective to speculation about Shkreli/Turing launching another bid for Clinuvel. Having just lost a lot of other peoples money with CUV it's hard to see anyone financing him for another go around.
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Fortescue Bullro...
Posted on: Mar 12 2015, 01:15 AM


Group: Member
Posts: 108

I can't see the facebook post referred to by New to Cli. Most recent post is Feb 3
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Fortescue Bullro...
Posted on: Mar 7 2015, 02:32 PM


Group: Member
Posts: 108

I would be very surprised if Ignoramus' proposed conspiracy theory is not flat out illegal, and would land all concerned in court, if not the greybar hotel.
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Fortescue Bullro...
Posted on: Mar 7 2015, 03:29 AM


Group: Member
Posts: 108

If Turing or Martin Shkreli get their hands on Scenesse it will be a disaster for the EPP patient population, the HHD patients and any who need it to enjoy some sort of quality of life. Derek Lowe, in his excellent blog In The Pipeline (go to Categories-Drug Prices) has written at length on his pricing of drugs he controls . Lowe says "He (Shkreli) went on to form Turing Pharmaceuticals, whose business plan was, at least at first, to find some small market drugs, buy them from their obscure producers, and raise their prices into geosynchronous orbit."
He planned to but Biltricide, a treatment for liver fluke, from Bayer, and raise the price of a one day course of 6 to 9 pills from $100 to $100,000. Read about Thiola, too.
There is much more about Shkreli. The question for Clinuvel shareholders here is - do we care about those who need Scenesse ? We will be putting them in uncaring hands if he finally takes over Clinuvel.
Also, I estimate our chances at getting a fair price for our shares to be, roughly, zero.
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Fortescue Bullro...
Posted on: Feb 14 2015, 10:38 PM


Group: Member
Posts: 108

Does the exclusivity period start anew with approval for each new indication? That is, x years exclusive rights for EPP, then, later, X years for vitiligo, then x for recalcitrant plebney and so on. I presume so, but it could get messy.
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Fortescue Bullro...
Posted on: Feb 8 2015, 01:58 AM


Group: Member
Posts: 108

Test. And Hi.
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