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seeva222
Posted on: Today, 10:54 AM


Group: Member
Posts: 1,689

Theyve had years to prepare for this - with a new competitor on their heals. Their plan was feeble.

2 centers in front of a bad plan is not progress.

Its almost as if they didnt expect to get approval.

Not hiring even one Fulltime staff to help navigate insurance companies isnt just a stupid strategy, its a slap in the face to patients whove waited through trials for years.

How can you justify leaving so many patients without any help?? Serious question for you... how can you justify that?

It not just bad business, it shows a lack of caring.

Pissing away millions, while driving away patients to competitors trials and leaving so many patients to fend for themselves is bad all around.

The kicker is that if they hired two people to do this fulltime, theyd get their money back in two weeks.

But hey, at least well have an OTC product soon... right?
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seeva222
Posted on: Today, 09:49 AM


Group: Member
Posts: 1,689

Is it even a good narrative? If you complain about the management of your investment... youre a bad investor?

They need to get someone to help theses patients. They have no one to help them navigate insurance denial after insurance denial. Clinuvel has left them alone after promising them a life changing drug for years.

One woman just signed up for an MT trial because she figured even getting a placebo she had a better shot of getting help than flailing against insurance carriers with NO help from Clinuvel.
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seeva222
Posted on: Today, 03:11 AM


Group: Member
Posts: 1,689

You have the logic of a two year old. Newsflash: Investors frustrated by companies theyre invest in is not a new phenomenon.

The incompetence around the rollout isnt just frustrating its a colossal waste of easy money.

Great investable, drug with a management team that is really pissing off patients (and leaving them without a drug they need).
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seeva222
Posted on: Yesterday, 05:34 PM


Group: Member
Posts: 1,689

I would think longs would want Clinuvel to hire someone to manage the rollout, Immediately.

Every day, every delay = lost dollars, pissed off patients. One full time employees who speeds up the process would pay for himself / herself in weeks.

Ridiculous to rely on the APF

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seeva222
Posted on: Yesterday, 10:21 AM


Group: Member
Posts: 1,689

Too infantile. Im 120k long and have been since 2014. If you had half a brain youd note two things: 1) My post about the shitty rollout would mean nothing to shorters. No one but a bungling idiot would sell on that news. 2.) If Clinuvel acts on this value goes up quickly as the results will be seen in quarterly numbers.

Clinuvel is pissing away dollars by letting patients hang out to dry.
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seeva222
Posted on: Yesterday, 07:56 AM


Group: Member
Posts: 1,689

And I should note that the longs on sharetease.com have shares in the millions. Its a highly, overly long group
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seeva222
Posted on: Yesterday, 07:18 AM


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Posts: 1,689

I am anything but short. Im over invested Long, which is why they need to fix this now. They need to hire someone to help with the rollout. Theyre throwing money out the window by letting patients go it alone with insurers. Many are not even getting replies back. The backlog in Florida alone is millions of $$.

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seeva222
Posted on: Aug 1 2020, 10:48 AM


Group: Member
Posts: 1,689

In casE anyones wondering or Clinuvel cares, they are still botching the US rollout and pissing off patients and leaving them Hugh and dry
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seeva222
Posted on: Jul 14 2020, 09:13 PM


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Posts: 1,689

Losing revenue and customers to MT
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seeva222
Posted on: Jul 10 2020, 11:59 PM


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Posts: 1,689

Is this place really still deleting itself into a death spiral?
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seeva222
Posted on: Jul 10 2020, 03:07 AM


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Posts: 1,689

You are reckoning out your pie hole. I have no idea why you would even think that was remotely true. Censoring was happening here it certainly isnt happening on the new board nor would I expect it to as I know the people who run it
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seeva222
Posted on: Jul 9 2020, 10:54 PM


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Posts: 1,689

You clearly have no reliable insiders.. Not only is fear and anxiety low, info is free flowing. Right now its all information and high-fives Im sure theyll be some challenges along the way
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seeva222
Posted on: Jul 6 2020, 09:14 PM


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Posts: 1,689

What was the news?
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seeva222
Posted on: Jul 2 2020, 04:17 PM


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Posts: 1,689

They have added some good instos recently... though I own more shares than many of them. So there's some movement.

They also seem to have made their path much harder than it had to be.Let's hope they up their game. They aren't a merry band of little fighters trying to fight through the system anymore, they're a billion dollar company, yet the Miami office seems to be the only one doing any volume of implants right now. LA has been a mess, Detroit isn't out of the gate, I would imagine that SLC, Charleston, Portland aren't either.
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seeva222
Posted on: Jul 2 2020, 11:05 AM


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Posts: 1,689

I don't actually think they should be focused on retail investors. I would put all of my eggs into courting instos with long-term hold philosophies. Retail investors suck. Short-term investors suck.
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seeva222
Posted on: Jun 30 2020, 01:46 AM


Group: Member
Posts: 1,689

How about an Ops person to smooth out the process to get EPP patients Scenesse? It would pay for itself and all of these other jobs in three months.

Wait... have I suggested this before?
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seeva222
Posted on: Jun 29 2020, 11:10 PM


Group: Member
Posts: 1,689

Couple of thoughts:

    Generally, I'm on management's side when it comes to providing shareholder information (even thought I'm on the investor side here.) Investors are not management or the board, we don't have access to all of the intel (nor should we) and we generally make some really bad assumptions about what's going on and can cause disruption. I used to handle IR advisory for mid-sized companies for a few years. Shareholder management contention is not a new concept. For example, I'm not sure Clinuvel should or should have chased Covid indications at the expense of EPP, vitiligo etc., I just don't know enough. There are great companies run by highly ethical people who, as a matter of practice, share verrrrryyyy little with shareolders.

    That said, public information is public information and we do have voting rights. It seems that this industry, in particular, is prone to shareholder abuse. Information like EPP patients describing their interactions with Clinuvel as a "battle", incomplete submissions, absolutely absurd CEO performance packages (based upon peer performance in a recession) need to be discussed and vetted and InvestClinuvel will allow us a forum to do so.

    I hope InvestClinuvel doesn't become agent of war born of frustration against management. That can be highly counterproductive. There's some good research done here (not by me) that I actually think I/C could become a value driver. I'll have an ore in both waters. Titles like "you can't handle the truth" and "do you want a condo with that implant" "the public company that doesn't want to be" may feel rebellious, but ultimately that makes me a big wary.

    Cheers all, looking forwad to July receipt numbers.
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seeva222
Posted on: Jun 28 2020, 03:43 AM


Group: Member
Posts: 1,689

That they're spending any time at all on this while the struggle to meet the demand of EPP patients ( many are stuck in purgatory) and have sooo many irons in the fire points to some weird inadequacy.

Spend your time training more us clinics.
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seeva222
Posted on: Jun 27 2020, 11:22 AM


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Posts: 1,689

Im Portugeseman!
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seeva222
Posted on: Jun 26 2020, 12:43 PM


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Posts: 1,689

An uho special:

In a nutshell Msh/Scenesse prevents tumors and skin cancer with reliable evidence.
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seeva222
Posted on: Jun 26 2020, 12:25 PM


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Posts: 1,689

I wonder if the new site will allow the EPP patients to share how hard its been to work with Clinuvel?
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seeva222
Posted on: Jun 25 2020, 12:12 AM


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Posts: 1,689

2019
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seeva222
Posted on: Jun 24 2020, 12:35 AM


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Posts: 1,689

Isn't Clinuvel hinting at COVID treatment WRT stroke with it's recent SC?
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seeva222
Posted on: Jun 23 2020, 07:40 AM


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Posts: 1,689

Covid seems to be worse?

In the three weeks beginning mid-March, Mocco saw 32 stroke patients with large blood blockages in the brain, double the usual number for that period.

J Mocco, MD, Director of Mount Sinai's Cerebrovascular Center, David Reich, MD and President and COO of The Mount Sinai Hospital, and Hooman Poor, MD, an ICU doctor pose together outside the hospital in Manhattan, during the outbreak of the coronavirus disease (COVID-19) in New York City, New York, U.S., April 17, 2020. REUTERS/Jeenah Moon
Five were unusually young, under age 49, with no obvious risk factors for strokes, which is crazy, he said. Very, very atypical. The youngest was only 31.

https://www.reuters.com/article/us-health-c...s-idUSKCN22421Z
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seeva222
Posted on: Jun 23 2020, 05:39 AM


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Posts: 1,689

What they don't tell you about surviving COVID-19.

These are my observations (of hospitalized patients):
1) Everybody is so swollen their skin has blisters and is so tight it looks like its about to burst, from head to heel. And skin so dry peeling and flaky that to slather Vaseline on every shift is almost necessary all over.
2) Everybodys skin is weeping clear fluid and has sores and the skin just slides off with slightest turn or rub, all over the body.
3) Everybodys blood is thick as slush. Cant figure out whats making it clot like that, but its dark and thick.
4) Everybodys kidneys are failing. Urine dark or red, which could contribute to the swelling, but we dont know yet.

It certainly seems like a drug with anti-inflammatory properties would be helpful

https://www.sfgate.com/news/editorspicks/ar...ng-15347792.php
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seeva222
Posted on: Jun 22 2020, 04:52 AM


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Posts: 1,689

Clinuvel actuall pretty active on Linkedin

https://www.linkedin.com/posts/clinuvel-pha...6880670720-IKf-
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seeva222
Posted on: Jun 21 2020, 02:51 AM


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Posts: 1,689

Interesting that they're not going after vitiligo
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seeva222
Posted on: Jun 19 2020, 12:25 PM


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Posts: 1,689

It's the first time in many months that I've felt like the shorters are actually in a bad spot. The quality of intitutional ownership coupled with US sales and multiple indications tell a pretty convincing story.
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seeva222
Posted on: Jun 19 2020, 02:20 AM


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Posts: 1,689

Any idea how this compares to last year?
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seeva222
Posted on: Jun 18 2020, 07:33 AM


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Posts: 1,689

How many patients? Great find.
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seeva222
Posted on: Jun 18 2020, 02:40 AM


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Posts: 1,689

Getting approved Scenesse: Its an absolute struggle, hope is fading for the summer
Getting MT7117 On trial: Its a Wonderful process

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seeva222
Posted on: Jun 17 2020, 12:10 AM


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Posts: 1,689

Hes on fire Scenesse could be a preventative intervention on high risk patients. There are multi-millions of patients. The use would be almost all patients.
I could easily see sales here of at least $10 billion in sales of Scenesse here. Rather than over several years, overnite this could make Clinuvel a $40 Billion in Market Capital and one of the top ten pharmaceutical companys in world. Still dwarfed by Merck and Pfizer though.
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seeva222
Posted on: Jun 16 2020, 09:07 AM


Group: Member
Posts: 1,689

A research team at the University of Miami Miller School of Medicine has shown that a small protein called melanocyte-stimulating hormone (a-MSH) reduces the inflammation associated with sarcoidosis.

https://physician-news.umiamihealth.org/ant...dosis-patients/

Melanocortin systems are well-known for their regulation of skin pigmentation and steroidogenesis. Interest in melanocortin receptor agonists in pulmonary medicine stems from their role as potential modifiers of inflammatory disease. In this review, we provide insight into the structures and functionality of melanocortin receptors and their agonists in pulmonary inflammatory and fibrotic diseases.

https://www.frontiersin.org/articles/10.338...2019.00145/full
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seeva222
Posted on: Jun 16 2020, 03:03 AM


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Posts: 1,689

Collectively these studies have exhibited a clinical application for α-MSH in maintaining vascular homeostasis. Through its favourable regulation of eNOS via post-transcriptional modifications and preventing ONOO- generation, α-MSH increases the bioavailability of NO in the endothelial cells of the vasculature. Sufficient concentrations of NO can therefore stimulate vasoprotective changes in diseases who origins result from a loss of NO production or availability.
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seeva222
Posted on: Jun 16 2020, 02:53 AM


Group: Member
Posts: 1,689

In case youre wondering if Clinuvel is getting any better at handling the operations around distribution Theyre not. Patients are in Purgatory waiting for Clinuvel their act together. Meanwhile every lost month is lost dollars.
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seeva222
Posted on: Jun 16 2020, 12:24 AM


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Posts: 1,689

It certainly means they're exploring the possibility.
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seeva222
Posted on: Jun 15 2020, 02:34 AM


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Posts: 1,689

PAD, does this work?
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seeva222
Posted on: Jun 13 2020, 02:31 AM


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Posts: 1,689

Thats probably a pretty big market.
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seeva222
Posted on: Jun 13 2020, 12:32 AM


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Posts: 1,689

CAn someone translate? wink.gif
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seeva222
Posted on: Jun 12 2020, 02:43 PM


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Posts: 1,689

Lung damage after a cytokine storm - Graphic
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seeva222
Posted on: Jun 12 2020, 09:32 AM


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Posts: 1,689

200k cases a year.


The average clinical course among these 22 patients was 10 years from the onset of the disease. The average age at death was 39 years. Patients who died of central nervous system and cardiac sarcoidosis were younger, and their clinical course was shorter.

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seeva222
Posted on: Jun 12 2020, 08:12 AM


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Posts: 1,689

Good source
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seeva222
Posted on: Jun 12 2020, 06:19 AM


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Posts: 1,689

Some good news: Business is booming in the Miami office.
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seeva222
Posted on: Jun 11 2020, 03:53 AM


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Posts: 1,689

Mt Sinai and a Boston location should be top priorities. Perhaps Cleveland as well.


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seeva222
Posted on: Jun 10 2020, 01:11 AM


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Posts: 1,689

What would it take to get a Dr Or PA certified ?
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seeva222
Posted on: Jun 9 2020, 01:18 PM


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Posts: 1,689

New York is not the Entire NorthEast. Boston would be a better choice.
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seeva222
Posted on: Jun 9 2020, 12:46 PM


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Posts: 1,689

How much "setup" is there? Training (which as PAD noted is really simple), insurance which can be done virtually and getting them product. Maybe I'm missing something,
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seeva222
Posted on: Jun 9 2020, 10:31 AM


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Posts: 1,689

If you squint you can see that in the most populous part of the country were missing a center... the Northeast. They all have to go to Florida, which is ridiculous given that the competitor is in Boston
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seeva222
Posted on: Jun 9 2020, 01:03 AM


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Posts: 1,689

I'm not sure you want to rely on the APF since they are committed to a competitor, which frankly they should be. They should be trying to get every treatment possible going forward. But, from CUV's perspective, putting such responsibility on a non-profit with competing interests is not smart.

The APF is a bunch of ass-kickers, but they're going to be kicking ass for competitors as well as CUV.

I realize it's an injection, but hasn't CUV committed to a specific training process?
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seeva222
Posted on: Jun 9 2020, 12:43 AM


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Posts: 1,689

Now on a positive note the fact that the offices are jammed up means of course there is demand out there.Its okay to not anticipate this type of demand or competitors, you just need to adjust quickly and decisively.
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seeva222
Posted on: Jun 8 2020, 10:42 PM


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Posts: 1,689

* Clinuvel needs to hire BOTH a full-time trainer to get other doctors ready to deliver and a full time admin to help people get approved. Or hire a consutant.

One thing is clear. People are very frustrated with the approval process for Scenesse right now. With some deciding it's easier to get into a MT 7117 trial than get Scenesse (which is absurd).

Part of the problem is that Clinuvel is relying way too much on the APF. The APF is great, but this shouldn't be their job and they have more incentive to steer patients into the MT-7117 trial.

The other problem is that between having to get approved, get scheduled and actually travel to individual locations, Clinuvel has made it too hard when other options could potentially loom. They need more locations.

EACH patient lost has a lifetime value of at least $500k. So, if you hire two people and those two people save only one patient, they will have paid for themselves 2-3x. If they save 100 patients, that's $50-million in lifetime value.

I completely get the need to conserve cash, but this is landgrab situation.

Throwing away business is never a good strategy.
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seeva222
Posted on: Jun 6 2020, 01:53 PM


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Posts: 1,689

As far as I can tell, the retail price is irrelevant. Its the price you negotiate from
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seeva222
Posted on: Jun 3 2020, 01:58 PM


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Posts: 1,689

That was the most idiotic trigger Imaginable. A recession was inevitable, the short attack destroyed value. All he has to do is not kill the company to get the bonus.
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seeva222
Posted on: Jun 3 2020, 12:34 AM


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Posts: 1,689

800k per center per month x [How many centers can we get trained] = Good Math

Every center is a cash cow and a strategic box out.

Am I repeating myself?

Pay extra to get centers up and running now, it's free money. Take the money!!!

I know, I sound like penguin. But...

take the money.
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seeva222
Posted on: Jun 2 2020, 02:35 PM


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Posts: 1,689

If each one books 5 patients a week, that's $800k a month per center.

Private Jet to Boston 47k.

Screwing MT 7117, priceleess
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seeva222
Posted on: Jun 2 2020, 01:57 PM


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Posts: 1,689

Good, since LA has been dysfunctional. It would help if Dr. Grime's office could at least spell EPP correctly and return phone calls.

Now, get a center in Boston... there are a gabillion derms in the area. Fly someone out there on a private plane to train them, it will pay for itself in three doses and reduced patients for MT7117 testing

https://profiles.stanford.edu/joyce-teng
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seeva222
Posted on: Jun 1 2020, 10:33 PM


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Posts: 1,689

And Vitiligo willl have a high probability of approval...
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seeva222
Posted on: Jun 1 2020, 09:01 AM


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Posts: 1,689

40k Math:

100 US patients = $16-million a year
1000 US patients = $160-million a year

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seeva222
Posted on: May 30 2020, 11:43 AM


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Posts: 1,689

PW and team should be moving heaven and earth to get Scenesse into the hands of patients in Columbus and Boston.
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seeva222
Posted on: May 25 2020, 09:40 AM


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Posts: 1,689

no, thats right it was 41k when I called.
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seeva222
Posted on: May 24 2020, 03:44 PM


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Posts: 1,689

Simone give that woman free Scenesse
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seeva222
Posted on: May 24 2020, 05:10 AM


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Posts: 1,689

Hey PW, what's your competitive response here? Don't sleep on this or it will bite your bonus.
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seeva222
Posted on: May 23 2020, 11:57 PM


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Posts: 1,689

Hey Clinuvel. Move heaven and earth to get centers set up in their target cities. Pull in all your contacts. And get it done.
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seeva222
Posted on: May 23 2020, 10:51 AM


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Posts: 1,689

Peptide used to treat corona in Cuba
https://www.reuters.com/article/us-health-c...source=facebook
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seeva222
Posted on: May 21 2020, 11:06 AM


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Posts: 1,689

I believe so. Im me.
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seeva222
Posted on: May 21 2020, 09:45 AM


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Posts: 1,689

BTW, one thing I haven't seen mentioned is using Scenesse at the onset of vitiligo to halt the progression of it. I suspect it will be a first line defense at the earliest diagnosis.
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seeva222
Posted on: May 21 2020, 01:08 AM


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Posts: 1,689

They seem to have deemphasized M&A... phew
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seeva222
Posted on: May 20 2020, 06:11 PM


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Posts: 1,689

What is the status in Japan for EPP? I don't see that anywhere
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seeva222
Posted on: May 20 2020, 09:36 AM


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Posts: 1,689

If you could show DNA repair... how big would that be? That seems like a holy grail
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seeva222
Posted on: May 19 2020, 10:51 PM


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Posts: 1,689

Opening new locations = printing money
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seeva222
Posted on: May 19 2020, 10:16 AM


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“ The clinical demand for SCENESSE® surpasses our expectations so far, the news reached us that more EPP patients are flying from all parts of the US to seek treatmenT”
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seeva222
Posted on: May 19 2020, 12:33 AM


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Posts: 1,689

So....

    The EPP engine now looks safely into the $100-million per year + range between Europe, US, China, Japan (totally forgot about it) and Australia. When does Japan evaluate?
    Vitiligo in the US now looks very promising and the same people reviewing the NDA were the ones who reviewed EPP.
    Cosmetic, DNA repair and now it looks like sort of anti-inflammatory indications are in the works.
    VPP is progressing.


If not for corona hell, we'd be talking tax implication.s
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seeva222
Posted on: May 17 2020, 08:53 AM


Group: Member
Posts: 1,689

nation therapy was
conducted.
Combination therapy (n ¼ 18) was superior to
placebo, with a statistically significant decrease in the
median Vitiligo Area Scoring Index scores for total,
head and neck, hands, upper extremities, trunk, and
lower extremities at day 140 and thereafter (P\.05)
(Table I). Statistically significant reductions in Vitiligo
European Task Force area percentage scores for total
body, head and neck, and trunk were observed at
day 196 (P \.05).
Onset of repigmentation was observed the earliest
for upper extremities (median, 10.5 days) and
trunk (median, 13 days) (Fig 1) and the latest for
hands and feet (median, 36 days for both).
Combination therapy was well tolerated. Notable
adverse events included erythema and pruritus,
which were likely related to NB-UVB. Nail
pigmentation was possibly due to afamelanotide
activating melanogenesis.
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seeva222
Posted on: May 14 2020, 04:02 AM


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Posts: 1,689

Anyone else first see cyanide?
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seeva222
Posted on: May 12 2020, 11:06 PM


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Posts: 1,689

What email did you send to your state senators? Seems like somehting others could do if they want to.
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seeva222
Posted on: May 12 2020, 11:43 AM


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Posts: 1,689

It's just sophomoric to engage in a public battle with shareholders. It only invites ridicule.
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seeva222
Posted on: May 11 2020, 11:37 PM


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Posts: 1,689

"the penetrance of the EPP phenotype in the Japanese population is expected to be higher than in the Western countries due to the high frequency of the IVS3-48C polymorphism (43%) (19)." I didn't realize Japan was a large market. 126-million people. It's listed at the same as Oz. Does anyone have info on how close we are there?
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seeva222
Posted on: May 10 2020, 11:46 AM


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Posts: 1,689

They've already ruled it out. Perhaps for the reasons JT mentioned.
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seeva222
Posted on: May 8 2020, 12:27 PM


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Their logic is that they didn't believe Nasdaq would add enough liquidity to warrant the switch. (That's what I remember anyway.)
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seeva222
Posted on: May 7 2020, 07:04 PM


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Posts: 1,689

It makes no sense that they were aiming for just 3 centers in 2020. It's a simple freaking procedure and paperwork.
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seeva222
Posted on: May 7 2020, 12:16 AM


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Posts: 1,689

https://www.youtube.com/watch?v=6k-etrnvY4s...eature=youtu.be

<iframe width="560" height="315" src="https://www.youtube.com/embed/6k-etrnvY4s" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
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seeva222
Posted on: May 6 2020, 11:34 PM


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Posts: 1,689

A recent study by the Porphyria Center in Rotterdam (The Netherlands), in which all Dutch EPP patients are treated with afamelanotide, confirms the safety and effectiveness of afamelanotide even under everyday conditions. The 117 patients from the Netherlands spent an average of 6.1 hours longer outdoors on treatment and had a significantly higher quality of life compared to before treatment. If patients developed phototoxic reactions, they were less painful during treatment.
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seeva222
Posted on: May 5 2020, 01:40 AM


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Posts: 1,689

What exactly is stopping us from rolling this out to more than 3 centres in the US in 2020? The training is simple. Coverage is in place. Is it hiring a body in the US for 80k a year to get many times that over back in revenue?
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seeva222
Posted on: May 3 2020, 12:46 PM


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Posts: 1,689

Someone should excerpt that Logada presentation for investclinuvel. I'll bet that got a few instos attention
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seeva222
Posted on: May 2 2020, 10:03 PM


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Posts: 1,689

I thought they exited ?
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seeva222
Posted on: May 2 2020, 12:10 AM


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Posts: 1,689

Vaso-activity, anti-phlogitism and DNA Repair?

Can someone give me some perspective on this? These seem like beyond blockbuster indications. I actually thinking of buying more as we face a downturn.


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seeva222
Posted on: May 1 2020, 11:45 PM


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Posts: 1,689

Uh, wow. This is exactly the investor profile we want. Long-term, strategic holds. Wow.
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seeva222
Posted on: May 1 2020, 10:30 AM


Group: Member
Posts: 1,689

“Most pleasing was that the senior managers and decision makers within the FDA’s Division of Dermatology and
Dental Products were actively engaged in the discussion, and they were the same professionals who had reviewed
and approved SCENESSE® for EPP in October 2019, thus the knowledge on SCENESSE® was current.

I like the sound of htis.
  Forum: By Share Code

seeva222
Posted on: May 1 2020, 05:31 AM


Group: Member
Posts: 1,689

An implant would still be preferable to oral IF you could get a local injection.
  Forum: By Share Code

seeva222
Posted on: May 1 2020, 02:56 AM


Group: Member
Posts: 1,689

I don't think the shorters care about MT-7117. They're looking at trends and liquidity.
  Forum: By Share Code

seeva222
Posted on: May 1 2020, 12:20 AM


Group: Member
Posts: 1,689

CLVLY popped $1 at the open
  Forum: By Share Code

seeva222
Posted on: Apr 30 2020, 02:26 AM


Group: Member
Posts: 1,689

https://www.facebook.com/1112753815441338/p...9530118729/?d=n
  Forum: By Share Code

seeva222
Posted on: Apr 29 2020, 11:29 AM


Group: Member
Posts: 1,689

HCQ has 90% chance of helping.

https://finance.yahoo.com/news/hydroxychlor...-155637974.html
  Forum: By Share Code

seeva222
Posted on: Apr 28 2020, 11:21 PM


Group: Member
Posts: 1,689

CUV Highlighting financial positioning.

https://www.linkedin.com/posts/clinuvel-pha...6099846145-TyMmLI

  Forum: By Share Code

seeva222
Posted on: Apr 28 2020, 10:27 PM


Group: Member
Posts: 1,689

So, is the new trademark aimed at covid-induced stroke? Or is this a coincidence? This whole thing seems out of left field.
  Forum: By Share Code

seeva222
Posted on: Apr 28 2020, 11:53 AM


Group: Member
Posts: 1,689

Roundup:

EPP: Started treating US patients with 3 centers open and expanding. Insurance reimbursement from 30 + insurers in place. Expanding into China with 5,000 patients. Oz on deck for July (150 days).
Vitiligo: Type C meeting with the FDA.
Variegate porphyria: EMA proof of concept.

  Forum: By Share Code

seeva222
Posted on: Apr 28 2020, 09:36 AM


Group: Member
Posts: 1,689

Can someone explain the significance of this? Are we talking about a drug that would impact vascular health?
  Forum: By Share Code

seeva222
Posted on: Apr 24 2020, 11:55 PM


Group: Member
Posts: 1,689

I agree,that's exactly the profile you're looking for.
  Forum: By Share Code

seeva222
Posted on: Apr 24 2020, 08:40 AM


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Posts: 1,689

How many others are we targeting? Seems like a lot of greenfield between Europe and the US. Just give us one more indication (and I'm certain vitiligo will be one) and we're off to the races.
  Forum: By Share Code

seeva222
Posted on: Apr 23 2020, 06:56 PM


Group: Member
Posts: 1,689

This is ludicrous - there’s no reason in the world their local doctors can’t do it. Anyone medical professional and administer the implant. Hell, I’m not even sure you need medical training at all.
  Forum: By Share Code

seeva222
Posted on: Apr 23 2020, 10:14 AM


Group: Member
Posts: 1,689

A few were scheduled so unless something happened, they’ve got their implants.
  Forum: By Share Code

seeva222
Posted on: Apr 23 2020, 09:50 AM


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Posts: 1,689

Wow. That was unexpected. US, China, Europe and Oz on deck. Vitiligo meeting happening in a week as well as cash receipts.
  Forum: By Share Code

seeva222
Posted on: Apr 23 2020, 09:20 AM


Group: Member
Posts: 1,689

Seeva222 wonders which character Ironbark222 was previously. Latest language sounds like Iggy
  Forum: By Share Code

seeva222
Posted on: Apr 22 2020, 03:50 AM


Group: Member
Posts: 1,689

What would the price be with no Covid? 30 USD at least.
  Forum: By Share Code

seeva222
Posted on: Apr 21 2020, 10:56 PM


Group: Member
Posts: 1,689

What skin conditions respond to afamelanotide?
Afamelanotide is registered to treat erythropoietic protoporphyria. It has been reported to be beneficial for patients with:

Solar urticaria
Vitiligo
Hailey-Hailey disease

Does afamelanotide work as a sunscreen?
The use of afamelanotide has been associated with a 50% decrease in epidermal cells from sunburn, as well as with a significant reduction in the formation of thymine dimer (part of the process by which UVB DNA damage ) However, marketers of afamelanotide do not recommend its use as a sunscreen or sunburn treatment.

The word is certainly gettin gout.
  Forum: By Share Code

seeva222
Posted on: Apr 21 2020, 01:47 AM


Group: Member
Posts: 1,689

Does anyone know what the hold times are on these (what their investment horizon is?) On the face of it, this looks like exactly the type of institutional portfolio you want supporting a stock.
  Forum: By Share Code

seeva222
Posted on: Apr 20 2020, 07:38 AM


Group: Member
Posts: 1,689

That is their model
  Forum: By Share Code

seeva222
Posted on: Apr 20 2020, 05:42 AM


Group: Member
Posts: 1,689

One of the problems with the euro rollout is that centers make no $$$ (at least according to one FB post. )
  Forum: By Share Code

seeva222
Posted on: Apr 20 2020, 05:02 AM


Group: Member
Posts: 1,689

That's the price quoted to me.
  Forum: By Share Code

seeva222
Posted on: Apr 18 2020, 11:31 PM


Group: Member
Posts: 1,689

If we get a handle on CV, it should be a good couple of months. The US EPP market alone is worth a $1-billion valuation.
  Forum: By Share Code

seeva222
Posted on: Apr 17 2020, 12:01 PM


Group: Member
Posts: 1,689

First implant preformed today in Miami. Type C Vitiligo meeting coming up. Cash receipts as well (could be disappointing).
  Forum: By Share Code

seeva222
Posted on: Apr 17 2020, 05:44 AM


Group: Member
Posts: 1,689

Dr. Grimes diagnosed my Vitiligo
  Forum: By Share Code

seeva222
Posted on: Apr 17 2020, 01:14 AM


Group: Member
Posts: 1,689

39k per implant off label, btw. IF it were available.
  Forum: By Share Code

seeva222
Posted on: Apr 16 2020, 10:49 PM


Group: Member
Posts: 1,689

We would certainly be over $40
  Forum: By Share Code

seeva222
Posted on: Apr 16 2020, 08:52 PM


Group: Member
Posts: 1,689

It's actually today!
  Forum: By Share Code

seeva222
Posted on: Apr 15 2020, 11:23 PM


Group: Member
Posts: 1,689

First US implant happening tomorrow.
  Forum: By Share Code

seeva222
Posted on: Apr 15 2020, 01:06 AM


Group: Member
Posts: 1,689

One day until US sales can commence. Recell announced this in January and took off in April.
  Forum: By Share Code

seeva222
Posted on: Apr 14 2020, 10:58 PM


Group: Member
Posts: 1,689

I love this. What were they at last month?
  Forum: By Share Code

seeva222
Posted on: Apr 13 2020, 10:27 AM


Group: Member
Posts: 1,689

3 Days until US treatments can commence. With the US looking to open up on May 1... we might get too far off track.
  Forum: By Share Code

seeva222
Posted on: Apr 10 2020, 04:41 AM


Group: Member
Posts: 1,689

So, who is Corbin? LH? Iggy?
  Forum: By Share Code

seeva222
Posted on: Apr 8 2020, 11:10 PM


Group: Member
Posts: 1,689

7 Days until US sales CAN commence. Have to believe the 3 centers have placed orders already.
  Forum: By Share Code

seeva222
Posted on: Apr 7 2020, 05:55 AM


Group: Member
Posts: 1,689

Find a stock that meets those criteria... curious how that has played out.
  Forum: By Share Code

seeva222
Posted on: Apr 7 2020, 01:37 AM


Group: Member
Posts: 1,689

ASX Strategies:

    Buy as a company gets into the ASX, sell after two weeks.
    If illiquid, wait for warrants to be issued and knocked out, then buy back.
    If FDA approved, sell a week after approval. Buy back a month before commercialization.
  Forum: By Share Code

seeva222
Posted on: Apr 6 2020, 10:22 AM


Group: Member
Posts: 1,689

10 days until this is available in the US.
  Forum: By Share Code

seeva222
Posted on: Apr 6 2020, 10:22 AM


Group: Member
Posts: 1,689

10 days until this is available
  Forum: By Share Code

seeva222
Posted on: Apr 6 2020, 03:36 AM


Group: Member
Posts: 1,689

What does “drop from formulary” mean?
  Forum: By Share Code

seeva222
Posted on: Apr 5 2020, 04:36 AM


Group: Member
Posts: 1,689

It shouldn't be just for cosmetics. It should be for skin protection... in Miami. What older person with skin damage isn't going to want this? It's a shame the FDA views this as a cosmetic treatment.
  Forum: By Share Code

seeva222
Posted on: Apr 4 2020, 11:07 PM


Group: Member
Posts: 1,689

I like this guy

https://www.drresnik.com/scenesse-implant-v...ami-florida.php
  Forum: By Share Code

seeva222
Posted on: Apr 4 2020, 12:02 AM


Group: Member
Posts: 1,689

Will cash flow be impacted in the short-term as these are preordered?
  Forum: By Share Code

seeva222
Posted on: Apr 1 2020, 05:59 AM


Group: Member
Posts: 1,689

About 80 per cent of the 4000 EPP sufferers in the US are covered by private insurance.
The next step is to seek Medicaid/Medicare reimbursement for the remainder.
Even though EPP is a tiny ‘orphan’ market, the company stands to generate more than $US300m ($500million) if it reaches just half the US patient market.
  Forum: By Share Code

seeva222
Posted on: Mar 31 2020, 11:15 AM


Group: Member
Posts: 1,689

We’re getting closer to US sales. If not for Coronahell we’d be at a new high in the next month.
  Forum: By Share Code

seeva222
Posted on: Mar 29 2020, 12:59 PM


Group: Member
Posts: 1,689

I do admire the approach to pricing (which is extremely hard to do and admirable) and to the medical coding which matters a great deal in the US. That said, it's time to shift strategy now to a market grab.
  Forum: By Share Code

seeva222
Posted on: Mar 27 2020, 12:50 PM


Group: Member
Posts: 1,689

Afamelanotide Works



Not to be lost in all of this
  Forum: By Share Code

seeva222
Posted on: Mar 27 2020, 12:36 PM


Group: Member
Posts: 1,689

Harris is really a douche. He’s flat out lying to people.
  Forum: By Share Code

seeva222
Posted on: Mar 27 2020, 09:57 AM


Group: Member
Posts: 1,689

He actually acted like he’d never heard of Scenesse on the vitiligo website.
  Forum: By Share Code

seeva222
Posted on: Mar 27 2020, 05:34 AM


Group: Member
Posts: 1,689

Harris is taking big pharma $$
  Forum: By Share Code

seeva222
Posted on: Mar 26 2020, 10:48 PM


Group: Member
Posts: 1,689

They should take the “clinic”’restrictions off. It’s a simple procedure with a safe drug.
  Forum: By Share Code

seeva222
Posted on: Mar 26 2020, 08:06 AM


Group: Member
Posts: 1,689

Anyone know the Whitehouse DR?
  Forum: By Share Code

seeva222
Posted on: Mar 24 2020, 09:43 AM


Group: Member
Posts: 1,689

I'll bet we'd be knocking on 40 without the world p;ossibly ending.
  Forum: By Share Code

seeva222
Posted on: Mar 24 2020, 05:56 AM


Group: Member
Posts: 1,689

They've already said they're not going to ban shorts. Too bad, coupled with US distribution and easing up on coronahell, it could really cause a ruse.
  Forum: By Share Code

seeva222
Posted on: Mar 24 2020, 01:07 AM


Group: Member
Posts: 1,689

Today would(still could?) have been the start of a year long run-up. The shorts would have disappeared. I still can't believe management is focused on topicals and M&A while targeting a lackidasical roll-out... the first rule of business is to execute your core business..
  Forum: By Share Code

seeva222
Posted on: Mar 23 2020, 11:31 AM


Group: Member
Posts: 1,689

First patient is April 15

https://yourir.info/resources/fee77b1d1a878...SA_in_April.pdf
  Forum: By Share Code

seeva222
Posted on: Mar 23 2020, 05:00 AM


Group: Member
Posts: 1,689

Can you take a breather and aggregate your thoughts? Appreciate it, but every day it's big long Wally posts. I don't read them because they're too frequent and somewhat redundant. Said with love.
  Forum: By Share Code

seeva222
Posted on: Mar 19 2020, 11:44 AM


Group: Member
Posts: 1,689

A newsletter with news
  Forum: By Share Code

seeva222
Posted on: Mar 18 2020, 12:39 AM


Group: Member
Posts: 1,689

Hey Walnut, offer up Scenesse's help if needed!
  Forum: By Share Code

seeva222
Posted on: Mar 17 2020, 01:54 PM


Group: Member
Posts: 1,689

“Short traders in the market are reportedly furious with the decisions by UniSuper, which only gives them days to return borrowed stock.”
  Forum: By Share Code

seeva222
Posted on: Mar 16 2020, 01:17 PM


Group: Member
Posts: 1,689

https://www.afr.com/politics/federal/fryden...20200313-p549p9
  Forum: By Share Code

seeva222
Posted on: Mar 16 2020, 10:05 AM


Group: Member
Posts: 1,689

Uh, yeah. Sniffing frauds out is always useful
  Forum: By Share Code

seeva222
Posted on: Mar 15 2020, 11:38 AM


Group: Member
Posts: 1,689

Perhaps I'm mistaken, I thought someone posted the critieria before.
  Forum: By Share Code

seeva222
Posted on: Mar 15 2020, 05:30 AM


Group: Member
Posts: 1,689

It will certainly be delayed. The critieria for participants was pretty wide open too. It wasn't just EPP patients, I believe almost anyone could take part. Odd.
  Forum: By Share Code

seeva222
Posted on: Mar 14 2020, 01:08 PM


Group: Member
Posts: 1,689

delete
  Forum: By Share Code

seeva222
Posted on: Mar 14 2020, 01:08 PM


Group: Member
Posts: 1,689

https://papers.ssrn.com/sol3/Delivery.cfm/S...617&mirid=1
  Forum: By Share Code

seeva222
Posted on: Mar 14 2020, 04:45 AM


Group: Member
Posts: 1,689

I would expect shorts to want to close out if they can't count on pushing th emarket down.
  Forum: By Share Code

seeva222
Posted on: Mar 14 2020, 04:32 AM


Group: Member
Posts: 1,689

If they ban shorts, I'm going to start buying.
  Forum: By Share Code

seeva222
Posted on: Mar 14 2020, 03:10 AM


Group: Member
Posts: 1,689

Italy and Spain ban shorting

Short-selling restrictions were also put in place for some Asian markets, with South Korea’s Financial Services Commission going the furthest by banning short-selling of shares listed on Kospi, Kosdaq and Konex for six months. In Thailand, short sales were not banned, but rules are being adjusted for current market conditions, according to the President of the country’s stock exchange.

https://www.bloomberg.com/news/articles/202...n-short-selling
  Forum: By Share Code

seeva222
Posted on: Mar 13 2020, 12:37 PM


Group: Member
Posts: 1,689

That will change things
  Forum: By Share Code

seeva222
Posted on: Mar 13 2020, 09:17 AM


Group: Member
Posts: 1,689

I agree. It's a liability problem masked as corporate caring. At some point the liability shifts from corporations to the individual and you get on the plane or you don't have a job.
  Forum: By Share Code

seeva222
Posted on: Mar 13 2020, 04:39 AM


Group: Member
Posts: 1,689

It's a broad-based panic sell, small caps get murdered first. The good news here is a strong balance sheet and increasing sales.
  Forum: By Share Code

seeva222
Posted on: Mar 12 2020, 10:46 PM


Group: Member
Posts: 1,689

  Forum: By Share Code

seeva222
Posted on: Mar 12 2020, 02:56 PM


Group: Member
Posts: 1,689

Technology for at least four diseases, consumer goods, and different business lines. Interesting
  Forum: By Share Code

seeva222
Posted on: Mar 12 2020, 03:52 AM


Group: Member
Posts: 1,689

Unless corona virus bankrupts healthcare systems, this shitstorm means nothing to the long-term value of the company and if we're truly going to buy other companies with our cash flow, the price of acquisition just went down considerably. The problem from a shareholder perspective is that small and mid cap valuations shrink much faster than large cap in a downturn.
  Forum: By Share Code

seeva222
Posted on: Mar 11 2020, 12:45 AM


Group: Member
Posts: 1,689

CORRECTION: The Public Meeting on Patient-Focused Drug Development for Vitiligo, not the Type C meeting has been postponed. My apologies.

https://www.fda.gov/drugs/news-events-human...302020-03302020

  Forum: By Share Code

seeva222
Posted on: Mar 10 2020, 01:01 PM


Group: Member
Posts: 1,689

And it turns out Dr. Lim's Detroit Henry Ford System takes Aetna, not sure about BCBS of Michigan, but I would assume that's not a coincidence. UCLA takes Aetna as well.
  Forum: By Share Code

seeva222
Posted on: Mar 10 2020, 12:43 PM


Group: Member
Posts: 1,689

BTW, 6 doses a year for Centene and Aetna. At a 1/200,000 ratio, that's about $17-million in annually recurring revenue.
  Forum: By Share Code

seeva222
Posted on: Mar 10 2020, 12:11 PM


Group: Member
Posts: 1,689

Another 23 million insured to go with Aetna's 22 million,
  Forum: By Share Code

seeva222
Posted on: Mar 10 2020, 07:47 AM


Group: Member
Posts: 1,689

Email. Sounds corona related
  Forum: By Share Code

seeva222
Posted on: Mar 10 2020, 07:47 AM


Group: Member
Posts: 1,689

Email. Sounds corona related
  Forum: By Share Code

seeva222
Posted on: Mar 10 2020, 07:47 AM


Group: Member
Posts: 1,689

Email. Sounds corona related
  Forum: By Share Code

seeva222
Posted on: Mar 10 2020, 06:51 AM


Group: Member
Posts: 1,689

Type C meeting delayed due to “circumstances”
  Forum: By Share Code

seeva222
Posted on: Mar 9 2020, 11:41 PM


Group: Member
Posts: 1,689

I don't think they're recruiting EPP patients are they?
  Forum: By Share Code

seeva222
Posted on: Mar 9 2020, 11:24 AM


Group: Member
Posts: 1,689

Well, I’ll give Walnut credit for one thing. Strong Balance sheets are key in downturns.
  Forum: By Share Code

seeva222
Posted on: Mar 7 2020, 12:23 AM


Group: Member
Posts: 1,689

Read the annual. It’s a “self-administered” model. They seem to think they can guide this to the APF and go work on other things.
  Forum: By Share Code

seeva222
Posted on: Mar 6 2020, 11:00 PM


Group: Member
Posts: 1,689

Good chance? 50% is a pipe dream
  Forum: By Share Code

seeva222
Posted on: Mar 6 2020, 11:00 PM


Group: Member
Posts: 1,689

Good chance? 50% is a pip dream
  Forum: By Share Code

seeva222
Posted on: Mar 6 2020, 11:46 AM


Group: Member
Posts: 1,689

their entire “let everyone else do all the work” philosophy is moronic and short sighted. They’re doing it so they can concentrate on cosmeceuticals and M&A. Morons
  Forum: By Share Code

seeva222
Posted on: Mar 6 2020, 04:09 AM


Group: Member
Posts: 1,689

It's an absolute long-term bargain, but market timing is an issue. Imagine if we didn't get FDA approval?
  Forum: By Share Code

seeva222
Posted on: Mar 5 2020, 05:12 AM


Group: Member
Posts: 1,689

They didn't spend months patting themselves on the back for approval? The actually went out to monetize? Crazy
  Forum: By Share Code

seeva222
Posted on: Mar 4 2020, 11:27 PM


Group: Member
Posts: 1,689

Clinuvel should see where they’re launching and open up a Centre there. Why is it 5-7 years?
  Forum: By Share Code

seeva222
Posted on: Mar 4 2020, 11:27 PM


Group: Member
Posts: 1,689

Clinuvel should see where they’re launching and open up a Centre there. Why is it 5-7 years?
  Forum: By Share Code

seeva222
Posted on: Mar 4 2020, 09:38 AM


Group: Member
Posts: 1,689

CSL now #1
https://www.theaustralian.com.au/subscribe/...08aa-1583278672
  Forum: By Share Code

seeva222
Posted on: Mar 4 2020, 07:15 AM


Group: Member
Posts: 1,689

https://www.uclahealth.org/simon-beaven
https://www.aasld.org/programs-initiatives/...-md-faasld-agaf
https://www.henryford.com/physician-directory/l/lim-henry
  Forum: By Share Code

seeva222
Posted on: Mar 4 2020, 04:48 AM


Group: Member
Posts: 1,689

Guesses:
Dr. Cynthia Levy at Miami
Dr. Heny LIm at Henry Ford Hospital, Detroit, MI
LA?

BTW: https://www.drresnik.com/scenesse-implant-v...ami-florida.php
  Forum: By Share Code

seeva222
Posted on: Mar 4 2020, 04:26 AM


Group: Member
Posts: 1,689

Miami, Detroit and LA?

https://scenesse.com/public/epp-centers/
  Forum: By Share Code

seeva222
Posted on: Mar 3 2020, 08:03 PM


Group: Member
Posts: 1,689

Now someone needs to find UHC and Cigna.
  Forum: By Share Code

seeva222
Posted on: Mar 3 2020, 01:11 PM


Group: Member
Posts: 1,689

Wolgren. WTF is wrong with you? EPP patients can’t find info easily. Me while you’re fishing for cosmeceutical grants that you would get in one week of an EPP rollout.

Malfeasance.

  Forum: By Share Code

seeva222
Posted on: Mar 3 2020, 10:32 AM


Group: Member
Posts: 1,689

Avita involves abrating the skin and spraying new skin on. That’s pretty intense. . I see these as complementary
  Forum: By Share Code

seeva222
Posted on: Mar 2 2020, 08:42 PM


Group: Member
Posts: 1,689

At some point, even if it stays down, the market will start differentiationing between companies that will be impacted by the virus (cruise lines are fucked) and those that are less so,

Clinical has to be among the least impacted categories.
  Forum: By Share Code

seeva222
Posted on: Mar 2 2020, 02:07 PM


Group: Member
Posts: 1,689

Took out the last warrants

  Forum: By Share Code

seeva222
Posted on: Mar 2 2020, 12:50 PM


Group: Member
Posts: 1,689

CUV unaffected by corona
https://www.asx.com.au/asxpdf/20200302/pdf/...nrdc5tnbtyf.pdf
  Forum: By Share Code

seeva222
Posted on: Mar 1 2020, 10:04 AM


Group: Member
Posts: 1,689

They are no longer pursing nasdaq
  Forum: By Share Code

seeva222
Posted on: Mar 1 2020, 09:08 AM


Group: Member
Posts: 1,689

So why did he emphasize listing on the NASDAQ Only to retreat from that perspective? Meanwhile the shorts in Australia are hammering the stock.
  Forum: By Share Code

seeva222
Posted on: Feb 29 2020, 08:52 AM


Group: Member
Posts: 1,689

Would a Nasdaq listing quiet the short problem?
  Forum: By Share Code

seeva222
Posted on: Feb 28 2020, 01:30 PM


Group: Member
Posts: 1,689

The virus will have no effect on Clinuvel and balance sheets win in downturns. So, bargain prices for sure over the long term.

Short term? Who knows.
  Forum: By Share Code

seeva222
Posted on: Feb 27 2020, 01:42 PM


Group: Member
Posts: 1,689

They’ve also got the Baltic Sea covered.

These jokers just made inorganic growth one of their four pillars.

They can’t even get a map right... company integration absolutely blows as does the debt that comes with such an acquisition. Bad integration, imagines synergies and debt bring down most acquisitions.
  Forum: By Share Code

seeva222
Posted on: Feb 26 2020, 07:21 PM


Group: Member
Posts: 1,689

I want them to invest, but Where are the investments going? To the US roll-out? I’m all for a cosmeceutical play, but let’s scoop up the markets we’ve already made first.
  Forum: By Share Code

seeva222
Posted on: Feb 26 2020, 10:37 AM


Group: Member
Posts: 1,689

There are few better opportunity plays right now other than your mattress
  Forum: By Share Code

seeva222
Posted on: Feb 26 2020, 09:34 AM


Group: Member
Posts: 1,689

It’s actually one of the perfect stocks to buy as it’s a guaranteed annuity for an orphan indications so highly unlikely to get cut. Then you add in growth potential… What’s concerning is management is already thinking about in organic growth before they made any real money.


Get the rollout done PW
  Forum: By Share Code

seeva222
Posted on: Feb 25 2020, 01:23 AM


Group: Member
Posts: 1,689

Cramer sees biotechs as refuge

https://www.cnbc.com/2020/02/24/jim-cramer-...ven-plunge.html
  Forum: By Share Code

seeva222
Posted on: Feb 23 2020, 09:45 AM


Group: Member
Posts: 1,689

Sun tan threatens the coral reef

https://www.instagram.com/tv/B8367tYB0ii/?i...id=zsar04mdx61o
  Forum: By Share Code

seeva222
Posted on: Feb 22 2020, 07:06 AM


Group: Member
Posts: 1,689

Thanks for the translation! Very helpful
  Forum: By Share Code

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