CU6 - Clarity Pharmaceuticals

[Dona Ferentes]

In 12 months the price has risen about 330% and then fallen about 400% to now be lower than a year ago.

@RealCountryLad

you seem to have picked up a shadow

 

[Country Lad]

@RealCountryLad

you seem to have picked up a shadow

View attachment 196775

Thanks @Dona Ferentes I am sure @Joe Blow can sort that out. The imposter has no capital and no space in between. Likely someone could register as donaferentes (no capitals, no space) which the system would accept same as my "shadow". Could become confusing.

 

[Dona Ferentes]

$1.68 ...down from $8+ only six months ago

Clarity receives $11.1 million R&D Tax Incentive refund.
Over $100 million in funding and refocus on high-priority programs.

HIGHLIGHTS
• Clarity received an $11,146,204 Research and Development Tax Incentive refund, inclusive of interest, as part of the Australian Federal Government’s R &D Tax Incentive program.
• The receipt of the $11.1 million will provide additional funding to further the development of Clarity’s Targeted Copper Theranostic platform of products for various cancer indications .
• Clarity is well funded with approximately $106 million in cash, the majority of which will be spent directly on research, development and commercialisation endeavours in the Company’s key programs .
• Following a thorough review of Clarity’s portfolio of clinical-stage assets as well as an in-depth analysis of the markets and their potential risks, the Company will prioritise the development of 64/67Cu-SAR-bisPSMA for both diagnostic and therapeutic applications in prostate cancer as well as the development of 64Cu-SARTATE in neuroendocrine tumours (NETs) and 64Cu-SAR-Bombesin in breast and prostate cancers.
• Clarity will also continue to progress its Discovery Program, aiming to bring key asets such as 64Cu-SAR -bisFAP and 64/67Cu-SAR -trastuzumab to the clinic.
• As part of this priortitisation process, the CL04 trial with 64/67Cu-SARTATE in paediatric high-risk neuroblastoma and the COMBAT trial with 64/67Cu-SAR -Bombesin in low prostate-specific membrane antigen (PSMA) metastatic castration-resistant prostate cancer (mCR P C) will be closed.

 

[Dona Ferentes]

$1.68 ...down from $8+ only six months ago

but closed at $1.90..

Clarity signs high-volume commercial-scale copper-64 Supply Agreement ​

Highlights
• Clarity has signed a commercial-scale agreement with Nusano, Inc. for supply of copper-64 (Cu-64 or 64Cu) isotope.
• The 190,000 square foot Nusano facility in West Valley City, Utah is capable of producing more than 1,000 Ci (37,000 GBq) of copper-64 per day at capacity, which translates into more than 18,000 patient doses per day at 200 MBq per dose, with a 48-hour shelf-life, far in excess of commercial scale demands across multiple large indications.
• The copper-64 supply from Nusano will complement Clarity’s existing network of US-based suppliers to ensure seamless, abundant production of this diagnostic isotope as the Company is progressing a number of late-stage clinical trials and fast approaching commercialisation.
• Nusano plans to begin production of other medical isotopes, such as copper-67 and actinium-225, both of which are used in Clarity’s products, in 2025-2026.

 

[Dona Ferentes]

a steady retracement as per my cunning plan to stand out in the CY2025 tipping comp @mullokintyre

has been as low as $1.43 but April has seen announcements ^^ and a bit of interest

 

[Ferret]

April has seen announcements ^^ and a bit of interest

I've noticed with CU6 that fairly insignificant announcements often lead to a bounce in the share price on the day and the bounce is all gone the next day.

Maybe this time is different....

@mullokintyre

 

[Dona Ferentes]

has been as low as $1.43 but April has seen announcements ^^ and a bit of interest

$2.22

At the ARG investment seminar, last week, there were questions from the floor after the presentations.

Q. (paraphrasing) "Last year your analyst mentioned CU6 as a stock of interest when it was under $4. I bought some and it went to more than $8 but now is close to $2. Any comments?"
Reply : "Did you sell any?"

@mullokintyre for the yearly Comp.

 

[Ferret]

At the ARG investment seminar, last week, there were questions from the floor after the presentations.

Q. (paraphrasing) "Last year your analyst mentioned CU6 as a stock of interest when it was under $4. I bought some and it went to more than $8 but now is close to $2. Any comments?"
Reply : "Did you sell any?"

I was at that meeting.

I thought it was you asking the question @Dona Ferentes !

 

[Dona Ferentes]

I was at that meeting.

I thought it was you asking .

ha. A great place to feel young again.
(did I get the dialogue right?)

 

[Ferret]

A great place to feel young again.

So true!

 

[Ferret]

May has been quite stable by CU6 standards.
@mullokintyre

 

[finicky]

Clarity Pharmaceuticals (CU6) +12.02% is one step closer to U.S FDA approval after promising results in Phase II clinical trials data, with the cancer-detecting copper-isotope drug now progressing to final Phase III testing.

 

[Ferret]

CU6 seems to have some support around $2 now. Not where I'd like it to be...
@mullokintyre

 

[Dona Ferentes]

This month's post for the yearly Comp @mullokintyre

Travelling sideways, some announcements of note but not moving the dial
- enters a Commercial Manufacturing Agreement for Cu-64 SAR-bisPSMA with SpectronRx
- SABRE topline results: 64Cu-SAR-Bombesin is effective in detecting prostate cancer recurrence in patients with negative SOC imaging
- DISCO topline results: 64Cu-SARTATE is highly effective in detecting tumours in NET patients compared to SOC imaging. Phase III planning underway

 

[Dona Ferentes]

This month's post for the yearly Comp @mullokintyre

seems to have picked up this month ,

Have recruited for a trial,
A director - at $937,500 exercise price – exercise of options on a cashless basis applying a share price of $2.2999 being the 5 day VWAP prior to instruction to exercise. (tweasy)
Quarterly out soon

 

[Ferret]

A good month for CU6. Let's see if it can keep the momentum.

Crazy how much it bounces around from day to day.
@mullokintyre

 

[Dona Ferentes]

$4.22

Highlights
• Clarity has successfully completed a $203 million Placement with a small group of institutional investors who are close to the Company.
• The issue price of the Placement is $4.20 per share, which represents a 2.2% premium to Clarity’s previous closing price and an 18.0% premium to Clarity’s 15-day Volume Weighted Average Price.
• Following completion of the Placement, the pro-forma cash balance of the Company is approximately $288 million, providing Clarity with an enviable Balance Sheet. This will help fund the below-mentioned expected catalysts and milestones, including the completion of a number of high-value pivotal clinical trials and advancement of key milestones in its therapeutic and diagnostic pipeline.

 

[Ferret]

July's momentum disappeared quickly. I'm not sure where it is going now.
@mullokintyre

 

[majorca3]

Heavily shorted stock. Was amonst the top 10 most shorted stock a week ago. Expect volitivity.

Top shorted stocks​

This is a list of the top 100 shorted stocks on the ASX by aggregate percentage shorted, along with their weekly change. Data sourced from ASIC. Download the full list in CSV format here.

1	BOE	BOSS ENERGY LTD ORDINARY	21.23%	1.56
2	PDN	PALADIN ENERGY LTD ORDINARY	18.21%	0.41
3	PLS	PILBARA MIN LTD ORDINARY	15.32%	0.65
4	SLX	SILEX SYSTEMS ORDINARY	13.36%	1.78
5	IEL	IDP EDUCATION LTD ORDINARY	13.26%	0.76
6	LIC	LIFESTYLE COMMUNIT. ORDINARY	11.72%	0.03
7	PNV	POLYNOVO LIMITED ORDINARY	11.71%	0.15
8	MIN	MINERAL RESOURCES. ORDINARY	11.55%	1.48
9	CTD	CORP TRAVEL LIMITED ORDINARY	9.80%	0.22
10	ILU	ILUKA RESOURCES ORDINARY	9.02%	2.28
11	LTR	LIONTOWN RESOURCES ORDINARY	8.51%	4.73
12	PWH	PWR HOLDINGS LIMITED ORDINARY	8.45%	0.31
13	CTT	CETTIRE ORDINARY	8.37%	0.24
14	DYL	DEEP YELLOW LIMITED ORDINARY	8.25%	0.16
15	NAN	NANOSONICS LIMITED ORDINARY	7.76%	0.30
16	BGL	BELLEVUE GOLD LTD ORDINARY	7.73%	0.12
17	GYG	GUZMAN Y GOMEZ LTD ORDINARY	7.71%	1.01
18	KAR	KAROON ENERGY LTD ORDINARY	7.55%	0.22
19	LOT	LOTUS RESOURCES LTD ORDINARY	7.47%	0.69
20	NXT	NEXTDC LIMITED ORDINARY	7.32%	0.24
21	DMP	DOMINO PIZZA ENTERPR ORDINARY	6.84%	0.86
22	SGR	THE STAR ENT GRP ORDINARY	6.71%	0.65
23	CU6	CLARITY PHARMA ORDINARY	6.31%	0.63
24	BRG	BREVILLE GROUP LTD ORDINARY	6.12%	0.23
25	VEA	VIVA ENERGY GROUP ORDINARY	6.02%	0.17
26	RIO	RIO TINTO LIMITED ORDINARY	5.88%	0.27
27	MSB	MESOBLAST LIMITED ORDINARY	5.75%	0.05
28	VUL	VULCAN ENERGY ORDINARY	5.68%	0.84
29	HLS	HEALIUS ORDINARY	5.57%	0.66
30	APX	APPEN LIMITED ORDINARY	5.56%	0.11
31	FLT	FLIGHT CENTRE TRAVEL ORDINARY	5.51%	0.01
32	CUV	CLINUVEL PHARMACEUT. ORDINARY	5.43%	0.08
33	IGO	IGO LIMITED ORDINARY	5.39%	1.27
34	GMD	GENESIS MINERALS ORDINARY	5.30%	0.01
35	ELD	ELDERS LIMITED ORDINARY	5.28%	0.32
36	PEN	PENINSULA ENERGY LTD ORDINARY	5.19%	0.00
37	NVX	NOVONIX LIMITED ORDINARY	5.07%	0.50
38	TLX	TELIX PHARMACEUTICAL ORDINARY	5.05%	0.10
39	CIA	CHAMPION IRON LTD ORDINARY	5.04%	0.29
40	BMN	BANNERMAN ENERGY LTD ORDINARY	5.01%	1.20
41	NEU	NEUREN PHARMACEUT. ORDINARY	4.90%	0.17
42	MVF	MONASH IVF GROUP LTD ORDINARY	4.89%	0.36
43	STX	STRIKE ENERGY LTD ORDINARY	4.73%	0.17
44	IPX	IPERIONX LIMITED ORDINARY	4.73%	0.17
45	ARB	ARB CORPORATION. ORDINARY	4.61%	0.04
46	RFF	RURAL FUNDS GROUP UNITS STAPLED	4.52%	0.02
47	PTM	PLATINUM ASSET ORDINARY	4.50%	0.13
48	NCK	NICK SCALI LIMITED ORDINARY	4.47%	0.55
49	AD8	AUDINATEGROUPLTD ORDINARY	4.47%	0.28
50	DGT	DIGICO INFRASTR REIT FPO/UNITS STAPLED	4.45%	0.17
51	SFR	SANDFIRE RESOURCES ORDINARY	4.40%	0.02
52	TWE	TREASURY WINE ESTATE ORDINARY	4.36%	0.02
53	LOV	LOVISA HOLDINGS LTD ORDINARY	4.35%	0.02
54	WHC	WHITEHAVEN COAL ORDINARY	4.33%	0.28
55	IDX	INTEGRAL DIAGNOSTICS ORDINARY	4.26%	0.00
56	ORA	ORORA LIMITED ORDINARY	4.20%	0.03
57	JBH	JB HI-FI LIMITED ORDINARY	4.20%	0.07
58	LYC	LYNAS RARE EARTHS ORDINARY	4.17%	0.96
59	ZIP	ZIP CO LTD.. ORDINARY	4.03%	0.13
60	PFP	PROPEL FUNERAL ORDINARY	4.02%	0.15
61	PMT	PATRIOTBATTERYMETALS CDI 10:1	3.97%	0.01
62	MFG	MAGELLAN FIN GRP LTD ORDINARY	3.91%	0.25
63	CHN	CHALICE MINING LTD ORDINARY	3.91%	0.02
64	SOL	SOUL PATTINSON (W.H) ORDINARY	3.80%	0.01
65	APE	EAGERS AUTOMOTIVE ORDINARY	3.77%	0.06
66	BOT	BOTANIX PHARMA LTD ORDINARY	3.77%	0.10
67	REH	REECE LIMITED ORDINARY	3.68%	0.14
68	HCW	HLTHCOHCWELLNSREIT ORDINARY UNITS	3.60%	0.34
69	SDR	SITEMINDER ORDINARY	3.59%	0.05
70	MGH	MAAS GROUP HOLDINGS ORDINARY	3.46%	0.01
71	WBT	WEEBIT NANO LTD ORDINARY	3.37%	0.29
72	WDS	WOODSIDE ENERGY ORDINARY	3.33%	0.05
73	SYR	SYRAH RESOURCES ORDINARY	3.30%	0.11
74	BRN	BRAINCHIP LTD ORDINARY	3.30%	0.12
75	ARU	ARAFURA RARE EARTHS ORDINARY	3.28%	0.10
76	APA	APA GROUP UNITS STAPLED	3.25%	0.08
77	BPT	BEACH ENERGY LIMITED ORDINARY	3.23%	0.19
78	A2M	THE A2 MILK COMPANY ORDINARY	3.22%	0.37
79	IMU	IMUGENE LIMITED ORDINARY	3.21%	0.15
80	KLS	KELSIAN GROUP LTD ORDINARY	3.21%	0.23
81	JLG	JOHNS LYNG GROUP ORDINARY	3.20%	0.69
82	SKC	SKYCITY ENT GRP LTD ORD FOR. EXEMPT NZX	3.19%	0.00
83	JHX	JAMES HARDIE INDUST CHESS DEPOSITARY INT	3.17%	0.14
84	ACL	AU CLINICAL LABS ORDINARY	3.14%	0.04
85	WGX	WESTGOLD RESOURCES. ORDINARY	3.14%	0.04
86	DRR	DETERRA ORDINARY	3.12%	0.11
87	RRL	REGIS RESOURCES ORDINARY	3.11%	0.05
88	SIG	SIGMA HEALTH LTD ORDINARY	3.09%	0.08
89	EMR	EMERALD RES NL ORDINARY	3.05%	0.03
90	REA	REA GROUP ORDINARY	2.99%	0.05
91	NXL	NUIX LIMITED ORDINARY	2.93%	0.09
92	CRN	CORONADO GLOBAL RES CDI 10:1	2.89%	0.04
93	NHC	NEW HOPE CORPORATION ORDINARY	2.85%	0.18
94	A4N	ALPHA HPA LTD ORDINARY	2.81%	0.02
95	EDV	ENDEAVOUR ORDINARY	2.78%	0.19
96	AOV	AMOTIV ORDINARY	2.77%	0.00
97	WEB	WEB TRAVEL GROUP LTD ORDINARY	2.69%	0.01
98	AGL	AGL ENERGY LIMITED. ORDINARY	2.69%	0.03
99	BAP	BAPCOR LIMITED ORDINARY	2.64%	0.23
100	CIP	CENTURIA I REIT ORDINARY UNITS	2.57%	0.93

Data: 05/08/2025-12/08/2025

 

[Dona Ferentes]

Heavily shorted stock. Was amonst the top 10 most shorted stock a week ago. Expect volitivity.

Top shorted stocks​

Data: 05/08/2025-12/08/2025

Expect volatility - noted ... jumps around a bit... up 7% today