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Clinuvel Pharmaceuticals Limited (AU:CUV)
ASX:CUV
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Clinuvel Pharmaceuticals (CUV) AI Stock Analysis

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AU:CUV

Clinuvel Pharmaceuticals

(Sydney:CUV)

Rating:74Outperform
Price Target:
AU$13.00
▼(-4.06% Downside)
Clinuvel Pharmaceuticals is well-positioned in the biotechnology sector with strong financial performance and strategic expansion efforts, as highlighted in the recent earnings call. The stock's technical indicators suggest bullish momentum, though caution is warranted due to overbought signals. The company's valuation is attractive, but potential risks from rising expenses and regulatory challenges should be monitored.

Clinuvel Pharmaceuticals (CUV) vs. iShares MSCI Australia ETF (EWA)

Clinuvel Pharmaceuticals Business Overview & Revenue Model

Company DescriptionClinuvel Pharmaceuticals Limited, a biopharmaceutical company, focuses on developing and commercializing treatments for patients with genetic, metabolic, and life-threatening disorders in Australia, Europe, the United States, Switzerland, and internationally. Its lead drug candidate is SCENESSE, a systemic photoprotective drug for the prevention of phototoxicity in adult patients with erythropoietic protoporphyria (EPP). The company's pipeline products include CUV9900, an alpha-melanocyte stimulating hormone analogue; Parvysmelanotide (VLRX001), which provoke prolonged cellular activity; and PRÉNUMBRA, a liquid injectable formulation of afamelanotide. Clinuvel Pharmaceuticals Limited has a collaboration agreement with HK Winhealth Pharma Group Co. Limited t to treat EPP patients with SCENESSE under a named patient program in the People's Republic of China. The company was founded in 1987 and is headquartered in Melbourne, Australia.
How the Company Makes MoneyClinuvel Pharmaceuticals generates revenue primarily through the commercialization of its lead product, SCENESSE®. The company earns money by selling SCENESSE® to healthcare providers, hospitals, and specialty pharmacies, particularly in regions where the product has received regulatory approval, such as Europe and the United States. In addition to direct sales, Clinuvel may engage in licensing agreements and strategic partnerships to expand the reach of its products and pipeline candidates. These partnerships can provide upfront payments, milestone payments, and royalties, contributing to the company's overall revenue. Furthermore, Clinuvel invests in research and development to diversify its product offerings and enter new markets, potentially expanding its revenue streams in the future.

Clinuvel Pharmaceuticals Earnings Call Summary

Earnings Call Date:Aug 27, 2025
(Q4-2025)
|
% Change Since: |
Next Earnings Date:Feb 24, 2026
Earnings Call Sentiment Positive
The earnings call highlighted strong revenue growth, a solid financial position, and significant progress in clinical trials, despite increased expenses and a regulatory setback. The company's expansion in the U.S. and consistent profitability were notable achievements. However, delays in revenue recognition and increased operational costs posed challenges.
Q4-2025 Updates
Positive Updates
Record Revenue Growth
Revenues increased by 10% to $105 million, breaking the $100 million barrier for the first time. This included a 6% growth in commercial sales and a 24% growth in sales reimbursements, primarily driven by expansion in the U.S. and Europe.
Strong Financial Position
Cash reserves increased by 22%, and the company remains debt-free for the 20th consecutive year. Net tangible asset backing increased by 19%, and a 5% dividend was declared.
Clinical Advancements
CUV105 vitiligo clinical trial is fully recruited. The company is advancing trials in vitiligo, expanding the adult EPP market, and finalizing the manufacturing of the ACTH generic product.
Expansion in the U.S.
The number of trained and accredited sites in North America increased to 104, with a target of 120 sites by the end of the calendar year.
Consistent Profitability
Achieved the ninth consecutive annual profit and declared the eighth consecutive annual dividend, the fourth of which is fully franked.
Negative Updates
Increased Expenses
Expenses increased by 20%, with personnel costs rising 31% due to additional skills and new employees. Commercial distribution costs were up 10%.
Regulatory Setback
The adolescent expansion of SCENESSE in EPP faced a setback when the EMA did not fully support the market expansion.
Delayed Revenue Recognition
Some sales orders that came at the end of June weren't delivered by the end of June, affecting revenue recognition for the period.
Company Guidance
During CLINUVEL's investor webinar, several key financial metrics and operational highlights for the fiscal year ending June 30, 2025, were discussed. The company reported a 10% increase in revenue, reaching $105 million, driven by a 6% growth in commercial sales in the U.S. and Europe. Sales reimbursements grew by 24%, and U.S. expansion was bolstered by 104 trained and accredited sites, aiming for 120 by year-end. Interest income from term deposits rose by 29%, despite a 20% increase in expenses, which focused on reinvestment in R&D and employee development. Notable achievements included a ninth consecutive annual profit, an eighth consecutive annual dividend, and a 22% increase in cash reserves. The company's net tangible asset backing rose by 19%, with a net profit margin of 34% and a 35% revenue CAGR over nine years. Additionally, CLINUVEL remained debt-free for the 20th consecutive year, with significant cash reserves providing a strong operational buffer. The company also highlighted its ongoing clinical trials and expansion efforts, including the fully recruited Phase III CUV105 vitiligo trial.

Clinuvel Pharmaceuticals Financial Statement Overview

Summary
Clinuvel Pharmaceuticals exhibits strong overall financial health with robust revenue and profit growth, efficient operational management, and a solid equity position. Despite some fluctuations in free cash flow growth, the company maintains low leverage, reducing financial risk.
Income Statement
85
Very Positive
Clinuvel Pharmaceuticals has demonstrated strong growth in revenue over the years, with a notable increase from 2023 to 2024. The gross profit margin and net profit margin have remained healthy, indicating efficient cost management and profitability. The EBIT and EBITDA margins also reflect strong operational efficiency, contributing to the company's robust financial performance.
Balance Sheet
78
Positive
The balance sheet shows a strong equity position with a low debt-to-equity ratio, indicating financial stability and low leverage risk. The return on equity is impressive, reflecting effective utilization of shareholders’ funds. The equity ratio reinforces the company’s strong financial health, with substantial equity backing its assets.
Cash Flow
74
Positive
The company has consistently generated positive operating cash flow, with a solid free cash flow position that supports ongoing operations and potential investments. However, the free cash flow growth rate has shown some fluctuations, which could indicate variable capital expenditures or changes in cash management strategy. The operating cash flow to net income ratio is healthy, suggesting efficient cash conversion.
BreakdownDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue88.18M78.32M65.72M47.98M32.57M
Gross Profit80.45M50.59M46.62M35.20M18.43M
EBITDA51.86M46.37M35.08M26.57M11.99M
Net Income35.64M30.60M20.88M24.73M16.65M
Balance Sheet
Total Assets231.12M194.52M144.81M108.57M81.54M
Cash, Cash Equivalents and Short-Term Investments183.87M156.81M121.51M82.69M66.75M
Total Debt879.78K999.87K1.26M1.30M1.32M
Total Liabilities28.11M29.89M19.25M9.83M9.48M
Stockholders Equity203.01M164.63M125.56M98.74M72.07M
Cash Flow
Free Cash Flow31.48M35.88M39.44M18.41M13.30M
Operating Cash Flow37.05M36.91M39.87M19.26M14.19M
Investing Cash Flow-29.03M-1.03M-434.44K-854.33K-888.83K
Financing Cash Flow-3.57M-2.24M-1.50M-1.48M-1.49M

Clinuvel Pharmaceuticals Technical Analysis

Technical Analysis Sentiment
Positive
Last Price13.55
Price Trends
50DMA
11.53
Positive
100DMA
11.10
Positive
200DMA
11.56
Positive
Market Momentum
MACD
0.38
Negative
RSI
52.83
Neutral
STOCH
73.78
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:CUV, the sentiment is Positive. The current price of 13.55 is above the 20-day moving average (MA) of 12.44, above the 50-day MA of 11.53, and above the 200-day MA of 11.56, indicating a bullish trend. The MACD of 0.38 indicates Negative momentum. The RSI at 52.83 is Neutral, neither overbought nor oversold. The STOCH value of 73.78 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AU:CUV.

Clinuvel Pharmaceuticals Peers Comparison

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
74
Outperform
$686.69M17.6915.90%0.40%19.42%1.21%
51
Neutral
$7.83B-0.18-40.10%2.29%21.46%-2.03%
$481.10M
$238.43M-31.16%
53
Neutral
AU$1.29B-53.99%-40.19%
53
Neutral
AU$313.78M-56.99%10.76%-195.89%
51
Neutral
AU$758.24M-112.97%-84.82%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:CUV
Clinuvel Pharmaceuticals
12.53
-2.83
-18.42%
CKDXF
Opthea
0.48
0.19
65.52%
PRRUF
Immutep Ltd
0.19
-0.06
-24.00%
AU:PYC
PYC Therapeutics Limited
1.29
0.00
0.00%
AU:CU6
Clarity Pharmaceuticals Ltd.
3.18
-3.49
-52.32%
AU:BOT
Botanix Pharmaceuticals Limited
0.15
-0.20
-57.14%

Clinuvel Pharmaceuticals Corporate Events

Clinuvel Pharmaceuticals Highlights Risks and Challenges in Product Development
Jul 30, 2025

Clinuvel Pharmaceuticals has released a statement highlighting the potential risks and challenges it faces in developing and commercializing its products, including SCENESSE® and other PhotoCosmetic offerings. The company acknowledges the impact of global events, regulatory scrutiny, and competition on its operations, emphasizing the importance of innovative R&D and effective patent protection to maintain its industry position.

The most recent analyst rating on (AU:CUV) stock is a Buy with a A$39.70 price target. To see the full list of analyst forecasts on Clinuvel Pharmaceuticals stock, see the AU:CUV Stock Forecast page.

JPMorgan Chase & Co. Ceases Substantial Holding in Clinuvel Pharmaceuticals
Jun 18, 2025

JPMorgan Chase & Co. and its affiliates have ceased to be substantial holders in Clinuvel Pharmaceuticals Ltd as of June 16, 2025. This change involves various transactions and securities lending agreements affecting ordinary shares, indicating a shift in JPMorgan’s investment strategy or portfolio management concerning Clinuvel Pharmaceuticals.

The most recent analyst rating on (AU:CUV) stock is a Buy with a A$46.35 price target. To see the full list of analyst forecasts on Clinuvel Pharmaceuticals stock, see the AU:CUV Stock Forecast page.

CLINUVEL’s Study Highlights Need for Combined Therapy in Vitiligo Treatment
Jun 18, 2025

CLINUVEL announced the results of its Phase II pilot study, CUV104, which evaluated SCENESSE® as a monotherapy for vitiligo, demonstrating that it was ineffective in repigmenting skin without adjunct narrowband ultraviolet B (NB-UVB) phototherapy. The study’s findings confirm the necessity of combining afamelanotide with NB-UVB for effective treatment, influencing the company’s future study designs and regulatory submissions. This development underscores CLINUVEL’s commitment to advancing treatment options for vitiligo, particularly for patients with darker skin types, and aligns with its strategic focus on innovative therapies.

The most recent analyst rating on (AU:CUV) stock is a Buy with a A$46.35 price target. To see the full list of analyst forecasts on Clinuvel Pharmaceuticals stock, see the AU:CUV Stock Forecast page.

CLINUVEL Pharmaceuticals Announces Leadership Update
Jun 13, 2025

CLINUVEL Pharmaceuticals announced the return of Dr. Philippe Wolgen as Managing Director, who will focus on advancing product development and corporate projects. This leadership update is expected to guide the company through its next critical phase, with Dr. Wolgen dedicating time to key objectives while the executive team maintains management continuity.

The most recent analyst rating on (AU:CUV) stock is a Buy with a A$46.35 price target. To see the full list of analyst forecasts on Clinuvel Pharmaceuticals stock, see the AU:CUV Stock Forecast page.

CLINUVEL Expands SCENESSE® Use to Youngest EPP Patient
Jun 12, 2025

CLINUVEL announced the successful administration of SCENESSE® to a 9-year-old girl with severe erythropoietic protoporphyria (EPP), marking the youngest patient treated with the drug. This development highlights the potential for expanding SCENESSE®’s use to younger patients, pending regulatory approval, and underscores the company’s commitment to addressing unmet needs in EPP treatment. The treatment was well tolerated, with no adverse events, and has enabled the patient to resume normal activities, including attending school.

The most recent analyst rating on (AU:CUV) stock is a Buy with a A$46.35 price target. To see the full list of analyst forecasts on Clinuvel Pharmaceuticals stock, see the AU:CUV Stock Forecast page.

Clinuvel Advances Vitiligo Treatment with SCENESSE®
Jun 4, 2025

Clinuvel Pharmaceuticals has provided an update on its vitiligo program, highlighting the progress and future plans for SCENESSE®. The company has completed recruitment for its Phase III CUV105 study and is actively engaged in regulatory discussions for the CUV107 protocol. Clinuvel is also expanding its North American infrastructure and engaging over 100 potential new Specialty Centers. The company’s unique approach to treating vitiligo has gained recognition from the medical community, positioning SCENESSE® as a promising treatment option.

The most recent analyst rating on (AU:CUV) stock is a Buy with a A$46.35 price target. To see the full list of analyst forecasts on Clinuvel Pharmaceuticals stock, see the AU:CUV Stock Forecast page.

CLINUVEL Showcases SCENESSE® Efficacy at EADV Symposium
May 21, 2025

CLINUVEL Pharmaceuticals has presented long-term data on their drug SCENESSE® at the European Academy of Dermatology and Venereology Symposium, highlighting its safety and effectiveness in treating erythropoietic protoporphyria (EPP) and hepatoerythropoietic porphyria (HEP). The presentation underscores the drug’s positive impact on patient quality of life and its consistent safety profile, reinforcing CLINUVEL’s position as a leader in photomedicine. The announcement also emphasizes Italy’s pioneering role in EPP treatment, with SCENESSE® being administered since 2008 and the country having the largest EPP treatment network in Europe.

The most recent analyst rating on (AU:CUV) stock is a Buy with a A$46.35 price target. To see the full list of analyst forecasts on Clinuvel Pharmaceuticals stock, see the AU:CUV Stock Forecast page.

JPMorgan Chase & Co. Ceases Substantial Holding in Clinuvel Pharmaceuticals
May 8, 2025

JPMorgan Chase & Co. and its affiliates have ceased to be substantial holders of Clinuvel Pharmaceuticals Ltd as of May 6, 2025. This change in holding may impact Clinuvel’s market perception and stakeholder confidence, as JPMorgan’s involvement often signals institutional support and stability. The adjustment in holdings was due to securities lending and proprietary trading activities by JPMorgan’s subsidiaries.

Clinuvel Completes Recruitment for Phase III Vitiligo Trial
May 6, 2025

Clinuvel Pharmaceuticals has successfully recruited over 200 patients for its Phase III trial (CUV105) of SCENESSE® in treating vitiligo, with results expected in the second half of 2026. The trial, conducted across North America, Africa, and Europe, aims to evaluate the efficacy of SCENESSE® as a systemic repigmentation therapy in combination with narrowband ultraviolet B phototherapy. Initial clinical observations have been positive, and the company is preparing for further regulatory discussions and a subsequent trial, CUV107, to expand its market presence.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 22, 2025