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clock Created with Sketch. 20/09/19
19:09
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Originally posted by hottod:
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According to Richard Treagus, fourth quarter will be “exciting” on account of two “important milestones”:Commencement of Phase 3 of trofinetide in Rett syndrome Expected FDA granting of orphan designation to NNZ-2591 in each of Phelan-McDermid syndrome, Angelman syndrome and Pitt Hopkins syndrome A ROW-only deal – frankly, I don’t see how these milestones might be seen as relevant to any ROW deal for trofinetide. So a ROW-only deal is looking an unlikely prospect, imo.Sale of trofinetide – I could see Acadia’s commencement of Phase 3 as being a possible prerequisite to another party’s purchase of trofinetide. And orphan designation adds some useful validation to NEU’s remaining assets? A possibility.Option over NNZ-2591 – perhaps Acadia isn’t keen on ROW rights for trofinetide (with no ex-US regulatory experience or sales force) and doesn’t want to buy the whole company at this stage, but is keen to lock in rights to NNZ-2591. ODD in three indications would help to justify this move to ACAD shareholders and an option to buy at this stage would involve a very modest outlay. If successful in trials, NNZ-2591 post-Phase 2 would be worth at least 10 times its realizable value today. Acadia could purchase with decreased risk and from a likely superior financial position. Perhaps an option for NNZ-2591 could occur in conjunction with licensing of ROW rights/sale of trofinetide to another party?Company acquisition - the seemingly obvious conclusion. If these two “milestones” were to have a significant, positive impact on market cap, then Neuren could command a higher sale price. But if the rise in market cap doesn’t eventuate, what then? Also, even with ODD, minimal value is still likely to be assigned to NNZ-2591 if sold at pre-clinical stage as part of a company sale.
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i think now there is no sense speak about start ph2 about start torreya engagement.... we are closed to finalize all these step/key point so 7 year 5 years 4 3 2 1 1 month is not a problem.
you're the best with sillazze only saying no sense be concern about delay timing patience wait.... we are so closed to finalize all our work now like said RT in ANN that we can stay in peace.
(20min delay)