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CUV, CLINUVEL PHARMACEUTICALS LIMITED
xray
post Posted: Today, 05:17 PM
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In Reply To: NewToCli's post @ Today, 05:10 PM

See below....
Do they really need to cover?
Peter/Paul.


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xray
post Posted: Today, 05:14 PM
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In Reply To: MinusSinus's post @ Today, 04:33 PM

If Company X loans shares to Company Y in order to short and both X and Y Companies are controlled by the same people.....

 
NewToCli
post Posted: Today, 05:10 PM
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In Reply To: MinusSinus's post @ Today, 04:33 PM

We could combine forces and agree to not put any sell limits in the market below 100 aud for the approval spike. If there is no market for the shorts to cover, they need to pay any price they can get ... who is in? smile.gif


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MinusSinus
post Posted: Today, 04:33 PM
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A few thoughts on the shorts

They are currently short 5,84% of shares, which are around 2,86 million shares.

Average daily volume in the past 3 months has been 248'000 Shares per day -BUT this includes the artificially increased Ask volume provided by the shorts. On average, they provided ~25% of the daily volume. Hence, the non-distorted volume is about 186 '000 shares per day.

To fully cover their position, they have to buy EVERY SHARE ON OFFER for the next 15 days. And while doing this, they compete with everyone who bets an a pre-approval run-up or actual approval. Until we get certainty about the outcome, its 13 trading days.

So since 2 days, it is too late for them to get out of their position before we have certainty about the outcome.

Of course, this only looks at ASX (where they also built their position).

Is there any way of a Short CUV, long CLVLY ADR game that we are not aware of? That might be the only thing that could explain them staying at this exposure level.



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Comments on Clinuvel on my value investing blog (English):
https://www.minussinus.de/2017/11/14/for-english-readers-of-minussinus/

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Dr Wally
post Posted: Today, 03:18 PM
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Ready...... steady...... GO!

The bull run to PDUFA 2.0 has officially begun. 🤓

GLTA! Even though we won’t be needing any this time round. 😎



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50+ on or before PDUFA... GLTA that have seen the future and kept the faith. 😎 Scenesse 100% will be approved. Too safe, too beneficial to the health of millions. Logic and community pressure will eventually prevail over regulator ignorance.
.

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sharelooker
post Posted: Today, 02:44 AM
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Things are getting closer! SC is now listed on the front page of https://www.drugs.com/ under the category 'Drugs in Development (Not yet approved)'.


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investek
post Posted: Today, 12:35 AM
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BioMarin and NICE had a rocky start with Batten disease therapy Brineura, but the two have now come to an agreement
The positive recommendation of Brineura was agreed by NICE’s Highly Specialised Technology committee. The disease, known as neuronal ceroid lipfuscinosis type 2 (CLN2), is a very rare inherited condition. According to NICE, it is thought to affect between one and six babies every year in the UK.
Although Brineura does not does not cure the disease, NICE agreed that it is an important development in the treatment of the condition. There is currently no cure or life-extending treatments for CLN2, so the approval is likely to be met with elation from patient groups.
Boysen
Meindert Boysen, director of the Centre for Health Technology Evaluation at NICE
“This treatment shows great promise in slowing the progression of this devastating condition to allow children to enjoy normal childhood activities for longer which is so important,” said Meindert Boysen (pictured above).
The initial decision to reject the therapy was down to the cost of the therapy. Despite the disease affecting up to six infants each year (with up to 50 children in the UK living with the condition), the £500,000 ($651,100) per patient per year price tag was considered to not be value for money in the absence of long-term effectiveness data.
However, the therapy has now been approved in the context of a managed access agreement between BioMarin and the cost-effectiveness watchdog. BioMarin have said that the two have “agreed a fair price”, but as the financial details of the deal are confidential, the exact amount is unknown. However, it is likely that BioMarin will have had to make a concession on price to reach an agreement.
The announcement coincides with an ongoing judicial review, which would have looked at new evidence supporting the therapy. NICE seems to have jumped the gun, approving the therapy before the review of the new data.
Health Secretary Matt Hancock also commented on the approval: “I’m absolutely delighted this new treatment will be funded by the NHS, giving families dealing with the devastating impact of Batten disease renewed hope for a better quality of life for their child.”
NICE is due to provide a further update on the expected publication date of the Final Evaluation Document soon, which will reveal the full details of the committee discussion and recommendation.
Article by
Lucy Parsons
12th September 2019
https://www.pmlive.com/pharma_news/nice_app...IGN_NAME=2&

And an earlier article
Brineura hit with NICE rejection
http://www.pharmatimes.com/news/brineura_h...jection_1279019

Brineura
https://www.nice.org.uk/guidance/indevelopment/gid-hst10008
NICE appeal - 1st May 2019
And a total of 5 committee meetings...

Afamelanotide
https://www.nice.org.uk/guidance/indevelopment/gid-hst10009
NICE appeal - 20th June 2018
3 committee meetings so far...

 
KRD
post Posted: Today, 12:32 AM
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Maybe we'll see something similar in the next few weeks:

Shares of the online merchant Overstock.com are on a tear, up 60% in two weeks. The rally coincides with a flurry of short covering that comes a week before the record date for an exotic dividend the company unveiled to much fanfare and confusion last month. (insert FDA approval)






 
investek
post Posted: Yesterday, 10:31 PM
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Total amounts reimbursed (* € 1,000), number of insured persons and average reimbursement per insured person (* € 1,000) per product per year

https://www.zorginstituutnederland.nl/binar...aktijk+2019.pdf

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NewToCli
post Posted: Yesterday, 09:52 PM
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In Reply To: PunkassDerm's post @ Yesterday, 09:29 PM

... and 5 years after the article has been published nothing has been accomplished on the business side.. is there any company actually with IP on aMSH? Ah yea... Clinuvel ...


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