Baker bros and Acadia., page-8

Without doubt Baker Bros will be watching closely here. By their own valuation NEU can be bought for cents in the dollar. Whilst some people don’t believe NEU can be a corporate play because Walker owns 20%, there is still 80% up for grabs. Walker does sell assets for the right price, at least 2 times that I know of Walker has liquidated his real estate empire, and started again. Both times at the very top of the market, Baker Bros have the muscle to take NEU even at th e very high valuation the Board believes NEU is worth.

As Silazze posted rumour has it that somebody has ACAD in their sights right now. Where NEU goes from here is anybodies guess but it certainly won’t go unnoticed.

Noda mentioned the strong network that ACAD has with neurologists to help sales. The other big bonus is this will speed up recruitment for any trials they propose. The benefit of ACADs size and Neurologist network is the speed to market from here. Whilst many think that a Big Pharma would have been better for us. My experience is that big pharmaceutical are like dealing with the Federal Govt, slow and cumbersome, not to mention difficult. ACAD should cut the time to market in half.

When ACAD announce their development strategy going forward everything will be much clearer for shareholders. ACAD is likely to start work on AUTISM. If the US market likes that news , who knows where their share price will go.

ACAD will do a teleconference and. Explain to the market their reasoning. If NEU ever bothered to talk to shareholders and explain the situation fully, the SP would not be where it is. I was on a Teleconference with a US based management this week. A lot of very good information came out , that totally changed my view on this company.