Clinuvel

Dr Wally

Well-known member

I’ll donate my entire CUV holdings to charity IF Scenesse is even mentioned in this ridiculous show that is guaranteed to be full of dopey celebrity fake concern.
 
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Merchant of Venice

Well-known member
so the last update was great. I understand the frustration with the old past communication and some may have manifested a stuck frustration. I can't complain. the otc were always communicated as support for the pharmaceutical business. the first line will be a well-formulated sunscreen without afamelanotide or another melanocortin molecule. that was clear to me! and the current presentation, like the previous ones, does not really allow any other conclusion. but we will see. lines 2 and 3 will contain these molecules but will be specific for diseases like vitiligo or for DNA repair.
Honestly, I'm super happy with the progress and the cautious strategy. I'm glad that we have PW who has thought through and proceeds in a targeted manner. we could actually be somewhere completely different - with umpteen licenses for scenesse and financial problems with delivery problems with poor formulation, unnecessarily high concentrations of active ingredients. You can twist it however you want I always get to the point where I have to say that everything they did was good and right! the implant - the own marketing - the financial buffer - the strengthening of the IP - the considered strategic continuation and expansion of the business. a real powerhouse is created here! independent, strong margins, own production own research own marketing. if this strategy really only works halfway by 2025, we'll have a company that the big players will fight over. this is the perfect buy for any big pharmaceutical company! the stock price is absolutely frustrating - I am massively invested with leverage and some days I just wish for a clear press release where the world is clearly told - in July 2022 a dna repairing cream with this or that molecule will be on the market. but in the end i do trust the management and measure i dont believe i could do better than this team of really amazingly smart people.
 

Blaunt

Well-known member
so the last update was great. I understand the frustration with the old past communication and some may have manifested a stuck frustration. I can't complain. the otc were always communicated as support for the pharmaceutical business. the first line will be a well-formulated sunscreen without afamelanotide or another melanocortin molecule. that was clear to me! and the current presentation, like the previous ones, does not really allow any other conclusion. but we will see. lines 2 and 3 will contain these molecules but will be specific for diseases like vitiligo or for DNA repair.
Honestly, I'm super happy with the progress and the cautious strategy. I'm glad that we have PW who has thought through and proceeds in a targeted manner. we could actually be somewhere completely different - with umpteen licenses for scenesse and financial problems with delivery problems with poor formulation, unnecessarily high concentrations of active ingredients. You can twist it however you want I always get to the point where I have to say that everything they did was good and right! the implant - the own marketing - the financial buffer - the strengthening of the IP - the considered strategic continuation and expansion of the business. a real powerhouse is created here! independent, strong margins, own production own research own marketing. if this strategy really only works halfway by 2025, we'll have a company that the big players will fight over. this is the perfect buy for any big pharmaceutical company! the stock price is absolutely frustrating - I am massively invested with leverage and some days I just wish for a clear press release where the world is clearly told - in July 2022 a dna repairing cream with this or that molecule will be on the market. but in the end i do trust the management and measure i dont believe i could do better than this team of really amazingly smart people.
Exactly my thoughts.

I now also read the update and am thrilled.

Of course I understand the frustation of some long term holder, also I am frustrated from the share price. The short term operational steps are often secret, that´s correct, but it resolves step by step and this update show it again. Our management thinks loooong term and that´s sometimes disadvantageous for the share price.
But the strategy is clear in my opinion and I am indeed proud of our long term thinking management (in this way rare on the stock market).

I am here for the future, not for the history.
 

Dr Wally

Well-known member
I love this cancer preventing drug like you love this management team it seems. I did love PW for many years when (it seemed to me at least) he was working hard and clearly attempting to get Scenesse approved for widespread photo protection to address the growing deadly skin cancer epidemic, but he capitulated long ago to suspect, arrogant and ignorant regulators and other dark forces, and has since been a bit stretchy with the truth and has kept us in the dark for his own benefit, I feel.

The recent revelation is that EPP was only proof of concept, but with the implant priced so high, most EU country’s have been able to use that as an excuse to totally deny the drug.

Approximately 1000 retuning patients after nearly a decade is pretty poor don’t you think?

Even if he had slashed the price of Scenesse in half to secure approvals and greater uptake, there would have been 5 times (highly likely many more) EPP patients on drug years ago and that would have benefited everyone (including Clinuvel) significantly. Why the F wouldn’t you totally eliminate the price excuse by doing that ?

1000s more patients providing undeniable life changingly positive data and feedback (not to mention higher revenues) that surely would have speed progress towards widespread availability up considerably no?

Like I said, I believe PW capitulated years ago to the powers that be realising the ultra slow road would be more beneficial to his wallet “in the end” and a whole lot less stress. 😑
 
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macgyver

Well-known member
the first line will be a well-formulated sunscreen without afamelanotide or another melanocortin molecule. that was clear to me! and the current presentation, like the previous ones, does not really allow any other conclusion. but we will see. lines 2 and 3 will contain these molecules but will be specific for diseases like vitiligo or for DNA repair.
You may be right. Re-reading the SU4, it only mentions DNA protection in DNA repair. It does not mention DNA protection anywhere in the polychromatic sunscreen. And if DNA repair has “minimum effective concentration” perhaps this is the active ingredient/analogue. If this is the case it could be a smart move for a couple of reasons (speculation):

- A distinguishing feature of Clinuvel’s DNA creams is that it actually tans. If you see the tan, then you know the product is repairing your DNA. No other product can claim this. Differentiate from the market by a country mile.

- Why would it tan? There is no other IP for analogues outstanding at this time. It is only variations of the core CUV9900 formulation, but all with the same method of replacing one amino acid with another at two possible positions in the chain to increase efficacy and potency. It is assumed that in any of these variations, tanning will occur. I’d be surprised if Clinuvel had a formulation that repaired DNA but didn’t tan. It just appears to me you can't have one without the other, but it’s not impossible. Thoughts?

- Pricing: keeping the DNA repair creams seperate from the polychromatic sunscreens could command a higher pricing and high end positioning in the market. If people want the tan they will have to pay a premium to get it. Also I think it would keep regulators onside, it would be hard to deny a cream that happens to tan if it’s a clinically proven DNA repair cream.

All just speculation.
 
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Merchant of Venice

Well-known member
@macgyver
ok thanks for your thoughts.
I think the concentration here will be so low that it will effectively repair DNA but not induce a significant visible tan. all my opinions because i just think everything clinuvel does is aimed at getting away from epitan reputation. therefore low concentrations therefore implants and therefore concern about abuse. anyway, it doesn't make much sense to me.
 

Merchant of Venice

Well-known member
So the first otc line will protect against broad spectrum 290-400nm i.e. UVB to UVA and up to 500nm i.e. HEV. There aren't many good sunscreens / polychromatic shields that are scientifically proven by studies to protect against HEV light. I know active ingredients such as Licochalcone A and Glycyrrhetinic acid. both powerful antioxidants. they are extracts which protect the DNA, support the cell's own repair mechanisms and also have anti-inflammatory and skin-soothing properties. at least that's how it's been sold to us by the cosmetics industry for a long time. it would be a little easy if Clinuvel actually used only such extracts, i.e. such antioxidants. but what we know so far and what we see and read on the picture of the first otc series you have to assume that you have formulated it similarly here. if not I will absolutely freak out and be beyond stoked.
 

Dr Wally

Well-known member
“i just think everything clinuvel does is aimed at getting away from epitan reputation.”

Why ? What the F for ?

The safe stimulation in light skinned vulnerable persons of their very own perfect EUMelanin for systemic skin preserving photo protection was the original wholesome (seemingly simple) goal, is nothing to be ashamed of: or is it ?

Nearly 50 years later the drugs safety and efficacy have been standout features, remaining consistent and have been for a long time now, utterly undeniable. Thousands of people have been using these peptides for 10, 15 going on 20 years soon without issue only significant health benefits gained.

How much longer can outdated thinking, stupidity, ignorance and vested interests in keeping with old toxic technology’s, keep this life saving drug on the down low?
 
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Merchant of Venice

Well-known member
@Dr Wally
I understand that and agree with many things. but the answer is simple - because operationally it would have led to bankruptcy! it did not work. it's that simple. Blame whoever but the fact is that you had to change strategy and PW did that and so many here were able to increase their stakes more than tenfold instead of being left with nothing.
 

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