NEU 1.52% $12.94 neuren pharmaceuticals limited

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  1. 5,819 Posts.
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    They may not have agreed on a price, but they will both know what it is worth.

    At what point will Acadia or another company want to have a crack?

    Because, the 2591 results may be a massive indication that Autism and Alzheimers and many others may be within reach or even a lock.

    Go early and take the risk for $A12 Billion or be completely outbidded when partially or fully derisked?
    That price will be a bargain if it can resolve one or both issues.

    NEU won’t remain at an Acadia price point for very long. The pressure is on them , if they want the tech.

    It, the cash, will come to NEU regardless, as the tech is proved at each step. Which appears to be the case. But not a lock.

    I personally want NEU to license out each indication. And be the cash machine. But Jon has clearly said, that is not how he sees Neurens future.

    So, take over, or go it alone, at least in part.

    I think Acadia will have to make a decision before phase 2 results. As they are the only ones, I think, that can see the cards in Neurens hand atm.

    They have already given $A147m for one indication before phase 2 results.
    .

 
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