Possibly a new direction?, page-4

I respectfully disagree.

They have $240M in cash.

They have Daybue which is bringing in a profit straight to their bottom line.

They will receive a lot of cash via one off sales milestone payments in the hundreds of millions. They will also receive regulatory milestones from other jurisdictions. This is both from the USA but also from the rest of the world. Europe, Japan, etc.

Telix have a very different model, they have spent a lot of money recently acquiring different companies to build their pipeline. The difference is, 2591 is a pipeline drug.

I agree in the sense that the phase 3s will cost a lot of money, but NEU has a lot of money as of today, and they have a drug on market that will bring in a lot of money.

They can afford to stay the way they are, that is, a lean company. Barely anything needs to be done on the Daybue front because Acadia are doing it all. And for the phase 3 trials, all the work gets outsourced to those who run clinical trials. They only need to build their headcount when and if 2591 is getting to market.