Neuren - where to from here ?, page-49

I've always thought that that BP would take out both Acadia and Neuren - but I'm starting to think - why would you take out Acadia?

Umm…how about

1. Likely annual sales revenue > US$1bn going forward (2023 Nuplazid revenue was US$550m).
2. Recent court patent wins which suggest a long revenue runway remains for Nuplazid.
3. No near term competitors + 7 years orphan exclusivity protecting Daybue revenue.
4. Additional sales revenue to be generated from ex-US Daybue sales.
5. Potential cost savings for a Big Pharma.
6. Deep knowledge of Rett syndrome and its US patients, families and practitioners.
7. Has Phase 3 asset of ACP-101 in Hyperphagia in Prader-Willi syndrome, due to read out in 2026, which is likely to succeed. There are no current treatments.
8. Has Phase 2/3 asset of ACP-204 in Alzheimer’s disease psychosis (estimated US patient population of >3 m).
9. Has global rights to NNZ-2591 in both Rett syndrome and Fragile-X syndrome.
10. Preclinical programs thrown in for free.