@seanc @turbo ,
Interesting posts. I’ve been thinking that the as animal trials are already finished. And NEU are sitting on the results.
And if I remember correctly, the CEO of ACADIA recently said that ACADIA had new opportunities but those opportunities would need a considerable amount of capital !
When I first read the post that Jon had hinted at a sale this financial year, I thought it was a typo, but now I’m not so sure.
A wealthy man once told me that your best buyer for a property is your neighbour. Because they know the real value of the property. Now that ACAD have considerable experience with Rare Orphan Children’s Drugs, they have a good idea about the value of NEU.
And considering ACAD will likely owe us $750m USD over next 18 months in milestones another $33m USD in voucher money and royalties, it might be time to move.
With ACAD’s SP at multi year lows, and BAKER BROS sitting on a mountain of cash , now’s the time.
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