NEU neuren pharmaceuticals limited

Ann: J.P. Morgan Healthcare Conference recap, page-12

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    The Q&A was quite short unfortunately. Here are points that stood out to me, but a lot of this was a recap

    1. Jon specifically named SKYCLARYS as the comparison to Daybue sales
    2. Japan trial starting Q3
    3. Jon referred to sales coming from outside the centres of excellence as a "second wave of growth" - (imo a much better way to phrase it)
    4. AS is pushing forward due to NNZ-2591 being an oral therapy and it being applicable to all generic variations of AS
    5. New indications will be announced soon. They have many they are ranking to understand which ones they want to pursue.
    6. Real world data is better than the clinical trial experience - particularly persistency due to managing GI symptoms
 
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