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andymen
Posted on: Oct 31 2019, 08:43 AM


Group: Member
Posts: 41

4C result in about 5 minutes time. I hoping for > $15 mil. Soon find out!
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andymen
Posted on: Oct 18 2019, 10:27 AM


Group: Member
Posts: 41

Looks like the annual report will be release in the next few minutes.
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andymen
Posted on: Oct 10 2019, 07:19 PM


Group: Member
Posts: 41

AUDIO TRANSCRIPT OF INVESTOR TELECONFERENCE

Now on website:

https://www.clinuvel.com/wp-content/uploads...2173-091019.mp3

Attached File(s)
Attached File  3A526056_CUV.pdf ( 123.83K ) Number of downloads: 76

 
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andymen
Posted on: Oct 10 2019, 09:45 AM


Group: Member
Posts: 41

https://www.livewiremarkets.com/wires/stres...michael-jackson

Not a bad little write up, looking at vitiligo potential.
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andymen
Posted on: Oct 10 2019, 09:30 AM


Group: Member
Posts: 41

https://hotcopper.com.au/threads/news-cuv-c...levels.5003369/

Confirmation of what was inferred on the teleconference.
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andymen
Posted on: Oct 9 2019, 10:39 PM


Group: Member
Posts: 41

https://www.shortman.com.au/stock?q=CUV

If I'm reading this correctly, looks like the shorts were squeezed today and they are halved to about 3% of shares.

Will be interesting to see tomorrow what they were as a % of today's volume.
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andymen
Posted on: Oct 9 2019, 01:42 PM


Group: Member
Posts: 41

https://www.bloomberg.com/news/articles/201...a-drug-approval
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andymen
Posted on: Oct 9 2019, 11:06 AM


Group: Member
Posts: 41

Today's news hopefully puts a NASDAQ listing back on the near-term agenda. Would like to see that!
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andymen
Posted on: Oct 9 2019, 09:01 AM


Group: Member
Posts: 41

I liked this bit:

“This event is transformational in that we are now accelerating our exchange with the FDA and European Medicines
Agency to expand the use of SCENESSE® in additional indications
, as the passing of time has unveiled that our
breakthrough technology deserves wider application in modern medicine. I am confident that our teams will
understand going forward that art and skills will be required to execute against due dates while containing the costs.
If the past had been arduous, the hard labour is just about to start,” Dr Wolgen said.
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andymen
Posted on: Oct 9 2019, 08:57 AM


Group: Member
Posts: 41

Slight delay for the open also announced:

09/10/2019 9:45AM ASX PRE_NR Ends: 10:06:20 (headline only)
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andymen
Posted on: Oct 9 2019, 06:57 AM


Group: Member
Posts: 41

Congrats to all!! This is fantastic.

I started buying in 2007, so 12 years for me. It's been a long road, but as has been mentioned earlier, I think this is just the beginning too.

Great to see they sorted through the CMC (manufacturing) issues, so congrats to the manufacturer too. It's not easy to set up GMP quality systems.

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andymen
Posted on: Sep 24 2019, 12:49 PM


Group: Member
Posts: 41

CUV is top of the pops today for the ASX200


Attached File(s)
 
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andymen
Posted on: Jun 7 2019, 09:58 AM


Group: Member
Posts: 41

Attached File  02112487.pdf ( 1.08MB ) Number of downloads: 131


Presentation Jefferies Healthcare
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andymen
Posted on: Jun 3 2019, 10:25 AM


Group: Member
Posts: 41

"We are sympathetic to the finite resources the US FDA currently has and will patiently wait for the communication on labelling and post-marketing commitments by 6 September,” Dr Wright concluded.

This bit is interesting. It's the only reason for the delay CUV have hinted at in the announcement.
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andymen
Posted on: Jun 3 2019, 10:14 AM


Group: Member
Posts: 41

duplicate
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andymen
Posted on: Jun 3 2019, 10:14 AM


Group: Member
Posts: 41

Attached File  02110931.pdf ( 115.77K ) Number of downloads: 525
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andymen
Posted on: May 28 2019, 04:28 PM


Group: Member
Posts: 41

Remember when we used to get speeding tickets from the ASX? From memory we would get them if the price went up only a few %.

Not sure why we have not received one recently.
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andymen
Posted on: May 16 2019, 02:38 PM


Group: Member
Posts: 41

Perhaps it's index funds getting in ahead of immanent ASX200 announcement?
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andymen
Posted on: May 14 2019, 10:15 AM


Group: Member
Posts: 41

Yes, looks like Healthscope is currently in the asx100 and will be acquired soon by Brookfield, therefore freeing up a spot in both the asx100 and asx200 with CUV in pole position for the latter.

I'm hoping MS did due diligence on liquidity, as that appears the only hurdle now. We will find out for sure in approx 30 days.

I looked for the original link but could not find it, so re-posted what was on HC forum.
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andymen
Posted on: May 13 2019, 09:12 PM


Group: Member
Posts: 41

Attached Image



Credit @WHY from Hot copper.
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andymen
Posted on: May 8 2019, 03:16 PM


Group: Member
Posts: 41

I believe we'll have notification on ASX200 on 14th June. Inclusion followed a week later on the 21st, if successful. Here's hoping!
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andymen
Posted on: May 4 2019, 03:23 PM


Group: Member
Posts: 41

Good to know the OpenLab s/w can handle user permissions and complies with the FDA 21 CFR Part 11. Thanks for the links.

Regarding "So it appears that the documentation provided by Clinuvel did not address setting up roles and permissions and needed to be updated because clearly the software can handle this type of thing.";

It's actually not CUV's responsibility to specify this. This is a requirement of manufacturing to GMP standard and ensures there is an audit trail of who did what and when. It should be Evonik's bread and butter, so to speak, as a GMP accredited facility. In fact, all of the audit findings are Evonik's responsibility to handle and remedy. I would think it's all sorted by now.
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andymen
Posted on: May 2 2019, 10:34 AM


Group: Member
Posts: 41

I stand corrected. Apologies.
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andymen
Posted on: May 2 2019, 10:24 AM


Group: Member
Posts: 41

He didn't say it's a 50% chance of approval, he said 50% of the risk:benefit equation is safety. Or to quote:

"The target for our teams over a decade has been on management of the safety profile of SCENESSE® since the drug’s “safety” forms the basis of the regulators’ scientific opinion on risk, 50% of the risk-benefit evaluation."

Safety of the drug is excellent, so your initial 75% probability is still conservative IMO. I would put it at ~90%.
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andymen
Posted on: Apr 17 2019, 10:56 PM


Group: Member
Posts: 41

Just stumbled on this podcast from the 'Three Wise Monkeys'. It was released about a month ago. Discussion on CUV begins at about 25:30. Looks like one of the guys from Ethical Equities (www.ethicalequities.com.au) is one of the aforementioned Monkeys.

https://soundcloud.com/twmpodcast/17-appens...ticals-and-more
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andymen
Posted on: Apr 4 2019, 03:50 PM


Group: Member
Posts: 41

Not sure if this has been posted before but it provides a fairly good summary on dermatological candidates. Does not include XP though.

http://www.skintherapyletter.com/dermatology/afamelanotide/


Also, Afamelanotide came up last month in a review article on acne vulgaris:

https://www.ncbi.nlm.nih.gov/pubmed/30859308



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andymen
Posted on: Apr 4 2019, 12:18 PM


Group: Member
Posts: 41

Goldman presentation released.


Attached File(s)
Attached File  02093313.pdf ( 1000.9K ) Number of downloads: 185

 
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andymen
Posted on: Mar 22 2019, 12:00 PM


Group: Member
Posts: 41

Hi Johnny. If you are interested in skin medicine you may also like to research PolyNovo (PNV) https://polynovo.com.au/

It's a platform tech with many applications (and potential applications), huge patient benefit, already selling in to US hospitals. Some discussion here:https://hotcopper.com.au/asx/pnv/

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andymen
Posted on: Mar 20 2019, 01:04 PM


Group: Member
Posts: 41

If this was not a big accident then I think what you suggest is likely true.

The question now is, will they try it again?
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andymen
Posted on: Mar 20 2019, 11:27 AM


Group: Member
Posts: 41

Yes, automatic stop losses would definitely have been triggered, which just accelerated the decline. Didn't think of that. That should clear the decks.

Good to see a rebound occurring.
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andymen
Posted on: Mar 20 2019, 11:13 AM


Group: Member
Posts: 41

It's a wild ride.

Someone must have wanted out in a hurry.
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andymen
Posted on: Feb 27 2019, 01:34 PM


Group: Member
Posts: 41

Another update from Ethical Equities:

https://ethicalequities.com.au/blog/clinuve...f-year-results/

Matt has sold, Claude is holding on.
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andymen
Posted on: Feb 19 2019, 03:14 PM


Group: Member
Posts: 41

Looks like it will be the highest closing price ever!
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andymen
Posted on: Feb 7 2019, 09:01 AM


Group: Member
Posts: 41

New newsletter is out.
Attached File(s)
Attached File  02073405.pdf ( 272.31K ) Number of downloads: 178

 
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andymen
Posted on: Jan 16 2019, 08:35 AM


Group: Member
Posts: 41

Another Simply Wall St article:

https://finance.yahoo.com/news/excited-clin...x-001246224.htm

Of minor interest only.
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andymen
Posted on: Sep 26 2018, 11:18 PM


Group: Member
Posts: 41

We've almost doubled SP in the space of a month! Now that I think about it, I'm surprise that an asx speeding ticket hasn't been issued. Would be interesting to see if we get one soon and what the response will be.

Verharven, could you please share where you obtain the CUV ranking. The only one I could find is this: https://www.marketindex.com.au/asx/cuv, placing us at 233.

However it looks like this includes all the ETFs and LICs, which I assume your reference doesn't.
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andymen
Posted on: Sep 12 2018, 01:54 PM


Group: Member
Posts: 41

This from Hot Copper:

https://ethicalequities.com.au/2018/09/12/i...imited-asx-cuv/

Acknowledgement to Fire Bull.
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andymen
Posted on: Aug 8 2018, 04:24 PM


Group: Member
Posts: 41

I looked into this awhile back. This is what I found, hope it helps.
https://www.asx300list.com/

"The index consists of all S&P/ASX 200 companies plus 100 smaller-cap companies that have market capitalisations’ above ~$100 million (AUD)" and "The top 300 ASX stocks that meet minimum volume and investment benchmarks then become eligible for inclusion in the index."

Also from here: https://au.spindices.com/indices/equity/sp-asx-300
Stocks require a minimum Relative Liquidity of 30% for inclusion in the S&P/ASX 300. Should a stock’s Relative Liquidity drop to below half of this level at a semi-annual review it may be considered for removal.
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andymen
Posted on: Mar 9 2018, 11:37 AM


Group: Member
Posts: 41

According to this we are ranked at 380 in size:

https://www.marketindex.com.au/asx/cuv

So we're getting close!
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andymen
Posted on: Feb 20 2018, 10:53 AM


Group: Member
Posts: 41

Up and running now.
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andymen
Posted on: Dec 28 2017, 12:44 PM


Group: Member
Posts: 41

Yes, I get that too. I just hit cancel and it goes on to open the page. It happens on both IE and Chrome.
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