Clinuvel Pharmaceuticals (CLVLY)

[USS Vengeance]

Vitae Pharmaceuticals is an example of where Clinuvel is undisputedly headed. Yet with impending FDA approval in the US 2017-18, we are way in front of Vitae. Dr Wolgen will undoubtedly be thinking about additional indications such as psoriasis or dermatitis let alone HHD. What is the good doctor's strategy? Will he play safe and institute an exact copy of the administration of Scenesse to ease the FDA's concerns? I figure he must stick to the strategy to attain approval for vitiligo so as to secure the business model and the revenues that it generates. To hold out for the right to let Scenesse be available offlabel may jeopardise this strategy, however I would think that the high asking price would stymie attempts to offlabel unless Clinuvel enters into discussions with American payors/reimbursers to agree pricing for HHD. There is no doubt in my mind HHD could command a similar price as EPP, regardless I think Dr Wolgen will take the slowly more measured route to market. He's in no hurry, he wants to maximise the value of Clinuvel for future greatness be it by buyout or market domination...