NEU 3.50% $14.05 neuren pharmaceuticals limited

Fragile X opportunity much smaller

  1. 799 Posts.
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    I am a shareholder and supporter of this company, however I believe creating unrealistic expectations regarding potential can lead to damage rather than value creation. It is IMHO woefully optimistic to think NEU's FX treatment will generate $100K per patient. The drug hopefully will treat several but by no means all symptoms of what is a spectrum disorder. There are existing treatments eg for the anxiety component. The condition is not fatal, nor aggressively degenerative like Retts. More like $10K-$15K in my opinion. Still a very significant market close to a $USD1bn. And then the follow-on possibility of more widely treating autism.

    Zen
 
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