CLINUVEL PHARMACEUTICALS LTD (Seite 1022)

[nikkibeach-olletog]

Antwort auf Beitrag Nr.: 61.589.352 von upandupandup am 28.09.19 13:11:16

gratuliere, hättest die aktie aber behalten sollen in 1-2 jahren wären dass dann 600k gewinn

[upandupandup]

Antwort auf Beitrag Nr.: 61.588.848 von kutzer1 am 28.09.19 11:24:08

Sehe ich auch so!
Ich habe mit CUV schon mehr als € 60.000,-- realisiert.
Jetzt nur mehr mit einer ordentlichen Portion an Knock-Outs investiert,
bin zuversichtlich, dass mir die das mindestens nochmal bringen.
Ich vertraue dem Unternehmen, H ist für mich inspirierend

[Kilian123]

Antwort auf Beitrag Nr.: 61.587.084 von Germane1 am 27.09.19 21:34:07

Jaa, das war der Artikel, Danke!

[kutzer1]

Ich finde es nicht gut gleich beleidigent zu werden(Homm-Lemminge,Homm-Schleimer etc.....)Er hat nie behauptet ein Heiliger gewesen zu sein,ist in der Brache vermutlich auch nicht möglich auf dem Level.Aber jeder kann sich ändern, wenn man hart an sich arbeitet(wenn man es selber will).Ich denke ohne FH wäre keines von den Forumsmitgliedern hier um sich zu informieren bzw. zu investieren.Was mir bei verschiedenen Nutzern aufgefallen ist die sich abwertend äußern zu FH,man findet ihre Beiträge auch in anderen Aktienforen die FH empfiehlt (Investiert).Warum beschimpfe ich FH und folge dann seinen Empfehlungen wenn ich es nicht glaube und ihm immer noch was betrügerisches unterstellen will????Als kleiner Investoren kann man nur von außen auf eine Firma blicken und ich denke nicht daß wir auch nur in die Nähe der Infos von FH kommen der die Firma seit 15 Jahren kennt und mitfinanziert hat.Man sollte immer seine Grenzen kennen und es gibt einfach Investoren gegen die man nicht wetten sollte weil sie mehr Ahnung ,mehr Informationen,mehr Erfahrung etc. haben.Übrigens PW hat früher für Homm gearbeitet und wurde von Ihm auch als CEO eingesetzt.Ich bin kein Jünger und sehe seine Vergangenheit sehr kritisch und denke er hat sich schon eine Menge zu Schulden kommen lassen aber seine Kompetenz steht für mich außer Frage.Das große Geld kommt nicht zum Mittelmaß sonder nur zu den Besten und das war er lange Zeit.Es wird ja keiner gezwungen sich an der Firma zu beteiligen und der wo den Informationen nicht vertraut der soll es halt lassen.Ich habe vor drei Jahren bei 4 Euro gekauft und kann mich nicht beklagen.

[rundeKugel]

Ich weiß nicht wie es euch geht, aber ich als überzeugter clinuvel Aktionär finde die Forum Diskussionen am amüsantesten.
Und wer zur Hölle ist Walter Eucken? 😂

[nikkibeach-olletog]

Antwort auf Beitrag Nr.: 61.588.203 von arm-reich am 28.09.19 08:52:55

Homm ist ein ehrenhafter Mann der vielen leuten hilft an der börse erfolgreich zu sein und das weiß ich sehr zu schätzen ich werd abonnent von ihm bleiben und will weiterhin seine Meinung zu Clinuvel hören ich lass mich von journalisten wie die vom handelsblatt mit ihren Verleumdungsartikeln sicher nicht beeinflussen.

[arm-reich]

Antwort auf Beitrag Nr.: 61.586.673 von oldguy2 am 27.09.19 20:07:01

Homm und Clinuvel

Deinem Beitrag kann ich nur voll zustimmen.
Für alle Homm-Schleimer hier im Forum lest diesen Beitrag, anschließend das Gehirn einschalten und nachdenken.

https://www.handelsblatt.com/finanzen/maerkte/boerse-inside/…

Und das ist nur ein Beitrag von vielen kritischen, Clinuvel nach den Sprechblasen dieses Herrn zu beurteilen
kann man sich wirklich sparen.

[Germane1]

Antwort auf Beitrag Nr.: 61.586.748 von Kilian123 am 27.09.19 20:21:25

Meinst Du den Artikel in afr.com vom 26.04.2019 ?

https://www.afr.com/companies/healthcare-and-fitness/the-str… ?

The strange rise of Clinuvel Pharmaceuticals

It is not often a chief executive of a listed company dismisses an analyst who suggests bullishly that the value of the company he leads is set to triple.
It's also unusual for a small Australian drug company to attract a raft of major investors – from superannuation funds to asset management giant Fidelity and even Napster founder Sean Parker – before it has even entered the crucial US market.
But for Clinuvel Pharmaceuticals – formerly known as Epitan – this barely registers on the bizarre scale.

Clinuvel, which is seeking US approval for its drug to treat a rare skin disease that causes extreme light sensitivity, is among the market's best performers. Its share price has climbed more than 200 per cent in the past 12 months, peaking at $29.98 on March 19 to give it a market value of $1.4 billion that made it a similar size as companies like rare earths miner Lynas and aerial imaging company Nearmap.
It has joined the S&P/ASX 300, hitting the radar of fund managers, with talk of it heading into the S&P/ASX200 and a possible NASDAQ listing. The stellar run has made chief executive Dr Philippe Wolgen – the second largest  shareholder – a rich man with his 6.73 per cent stake valued at about $84 million.

Yet, perhaps, you have never heard of this company? You are not the only one.

No Australian coverage
No analyst in Australia covers the stock (CLSA ceased its coverage in 2013, given a tight share base and limited selling), but in January 2018 a lone analyst at Sphene Capital in Germany suddenly initiated coverage with a "buy" rating and target price of $31.70. At the time Clinuvel shares were trading at just $8.65.
For some CEOs this would be wanted attention. But not for long-serving Wolgen who dismisses the German analyst, despite his very upbeat view of the company's prospects.
"The company has done well on its own merits and then individuals suddenly springing up putting a $40 price on the company – maybe some of my peers might like it, but I don't like this kind of pressure," Wolgen tells AFR Weekend from the UK where he was meeting investors.
"When one individual who has the choice of 50,000 life science companies in the world is choosing Clinuvel in Melbourne there then is a motive. You need to disclose who your employer is and why you are doing this."
Sphene Capital owner Peter Thilo Hasler, who authored the Clinuvel research, covers about 23 companies. Most are in Europe, one is Canadian and Clinuvel is his sole Australian topic of investment interest.
Hasler says he has been writing research for almost 30 years, scouring the globe for undervalued companies.
"This is supposed to be my job as an analyst, isn't it? I have analysed companies from all over Europe, Americas, Asia. So why not Australia?" he says.

"Analysts are multipliers who tell their clients about the progress the company is making," Hasler says. "With this function they help to make markets efficient. Clinuvel decided for some reasons not to talk to analysts. Therefore the market was not efficient, and the share was significantly undervalued at the stock exchange. Which is why I initiated coverage, because this was an outstanding undervalued company. And still is, in my opinion."
That might be so, but Hasler also has some criticisms of Clinuvel management and the board, led by former CSL executive Stan McLiesh.
Hasler explains that he has found it is "highly complicated" to get a meeting with management. This is unusual, he says, "since management must be interested in attracting new potential shareholders since this increases shareholder value – which is the number one job for the executive board!"

From Epitan to FBI's most-wanted list
Wolgen was working as an analyst for a European hedge fund when he came across the Victorian company Epitan. It had failed in its attempts to get approval in the US and Australia to use its product for cosmetic purposes as a tanning agent. Even though the company was struggling with its pathway to market it had an "abundance of safety data", he says.
When Wolgen joined in November 2005 as CEO the company had just raised $10 million from Absolute Capital Management, run by German-born hedge fund manager Florian Homm, who would later land himself on the FBI's Most Wanted list.
Hasler tells the AFR Weekend that he has known Homm for 25 years, although they rarely speak. "I have not spoken to Mr Homm regarding Clinuvel," Hasler says by email. "However it is none of your business what I discuss with Mr Homm about other matters (which as I said I don't do regularly)."

Homm had been an important supporter of Epitan, having been introduced by founder, Wayne Millen.
In February 2006 the group changed its name to Clinuvel Pharmaceuticals, to shed its cosmetic past. A short time later Homm participated in a further $5 million placement, but then everything began to unravel.
In September 2007, Homm went on the run for five years following charges of investment fraud in the US. The explosion of Absolute Capital saw Clinuvel's share price halve in value despite the company itself not having any bad news to report.
With the stock was trading below $2 management had to go around the globe explaining to shareholders all was still OK.
Homm, who is no longer a shareholder, was arrested in Italy in 2013 while visiting the Uffizi Gallery in Florence and soon after Clinuvel's luck turned.

Its drug Scenesse was approved in Europe in 2014 for the prevention of phototoxicity in adults with EPP.
Scenesse activates the production of melanin – the skin's natural defence against ultra-violet light – to protect patients against sun-related diseases. It is used to treat erythropoietic protoporphyria (EPP) – a rare genetic disorder that causes burns after brief exposure to light. The drug is a slow release implant, the size of a grain of rice, and it is estimated that patients need about six implants per year, ongoing, to be protected permanently.
It made its first revenues in 2016 but there are still no sales people, with the drug directly distributed to hospitals. The company's Australian headquarters in Queen Street, Melbourne house a small team of 10 to 12 people who work in finance and regulation.

Stock on a tear, despite red flags
A curious cast of characters and a bumpy history are just some of the red flags people in the market are examining around Clinuvel. But while they do some other investors, and the CEO, are doing very well.
According to the group's latest remuneration report Wolgen was paid $2.3 million in 2017-18 including 207,097 performance rights, up from $1.6 million the year before. In fiscal 2018, Wolgen was also given a €500,000 ($794,000) cash bonus as Clinuvel reached an accumulative €10 million in sales from self distribution of its product.
Hasler, who is a board member of the German Association for Financial Analysis and Asset Management, says Wolgen "deserves all the money he gets" for running a "spectacularly successful company".
Several fund managers say Clinuvel's incredible run is an example of a company being boosted on the back of index and quant funds' buying, without any real good news to propel the stock higher.
"You have forced demand when the index funds start buying," says one fund manager who knows the stock. "Momentum comes, then quant funds start buying. And the market cap keeps growing. Then it goes ASX 200, and these stocks just go on a long-dated monster rally."

Since taking over as CEO, Wolgen – who was born in France, nearly became a professional soccer player before training as a facial surgeon and later working in financial markets – has had plenty on his plate.
He has pivoted the company away from its cosmetic roots and defended Clinuvel from a $95 million takeover tilt in 2014 by US-giant Retrophin which was then led by notorious hedge fund investor Martin Shkreli.
Now Clinuvel has some key milestones coming up. Management has been pressing the flesh with investors – at the Goldman Sachs conference on April 3 in Sydney, before heading to London and New York – ahead of July 8, when it will hear if its key product, Scenesse, will be approved by the Food and Drug Administration in the US.

According to Clinuvel it is estimated that between 5000 to 10,000 individuals worldwide have EPP. With approvals so far in Europe Clinuvel has only touched the surface of this. While Wolgen would not disclose the number of EPP patients treated with Scenesse, he says it is increasing about 25 per cent a year.
Wolgen is also hopeful one day the drug can be used to treat other skin diseases.
But getting reimbursement for the treatment is proving to be difficult for the company in Europe. Reimbursement is the coverage of the cost of medicines by a public payer (such as social health insurance or a national health service).
When payers set the price they are willing to pay too low, or even decline to reimburse at all, this can spell trouble for drug developers.
On average, the cost per treatment with Scenesse is about €70,000. Clinuvel is mid-appeal of the decline of reimbursement for the product by the UK's National Health Service. The Norwegian government also declined reimbursement.
"Getting regulatory approval is all well," says Wolgen, who lives in Singapore where Clinuvel has labs.
"But real battle is fighting and vying for the drug price, among another dozen companies who hold up their hand. Society will need to pay for innovation. Some countries have no issue with it and some countries resist this."
As for cigar-smoking Homm, he is regularly on his YouTube channel talking about an array of things – from his time in an Italian prison, to offering advice on bonds. Every so often he still mentions Clinuvel.
"It gives me a kick, that between all the raids, dozens of IPOs, short sales, VC deals and so forth there is this one company which makes me happy to be associated with: Clinuvel," Homm says in a 2014 blog.
In several 2017 video posts he talks up the biotech, in one speaking highly of Wolgen. But Homm's advice for investors that they must do their own due diligence and "make up their own minds" is perhaps most apt.

[Kilian123]

Antwort auf Beitrag Nr.: 61.586.673 von oldguy2 am 27.09.19 20:07:01

Hallo, ich denke nicht, dass Wolgen aufgrund etwaiger persönlicher Abneigung gegenüber Florian Homm eine „Kurspflege-Maßnahme“ ergreifen würde sondern wenn, dann weil er vielleicht lieber kontinuierliches Wachstum und weniger Spekulation in der Aktie will( aber das sind nur meine Mutmaßungen! Ich schreibe immer noch einen Preis für den aus, der die Quelle für meinen ursprünglichen Post findet ), zb dass er es nicht wie Elon Musk bereut überhaupt an die Börse gegangen zu sein.

[Kilian123]

Antwort auf Beitrag Nr.: 61.585.257 von lion40 am 27.09.19 17:08:37

Ja, „der Crash ist da“ hab ich auch gelesen und dass Wolgen sich gern zurückhält. Mir gehts aber noch um was anderes, nämlich,dass er nicht „will“ ,dass die Aktie zu sehr gelobt wird und der Preis zu schnell nach oben getrieben wird. Aber ich weiß nicht wo ich das gehört habe.. wenn das aber so ist, dann kann ich mir vorstellen, dass Wolgen hinter dem tiefen Kurs steckt.
Ebenfalls schönes Wochende!