March 4, 2024
Quiet Contrarian. Ep53: Trades for February 2024
Buys Clinuvel Pharmaceuticals Ltd – CUV.ASX – Continuing to increase my position. Revenue growth is slowing as they reach the end of the growth trajectory for the initial use for the drug (EPP treatment, rare condition, orphan drug status). They are currently seeking new uses for Scenesse to treat 5 other conditions, and have increased operational costs to do this. On...