NEU 6.41% $15.27 neuren pharmaceuticals limited

Share Price, page-7401

  1. 2,168 Posts.
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    Hi WAG,

    Its not just majority of posts on this forum, FYI broker report (Wilsons) has Neu $100 p/sh unrisked and several have Neu at $18-$23 range approve since early this year based on current position and short term milestones to be achieved.

    Its the share market, one buys today with a view of what the investment may be tomorrow or in 1 years time or 5 years what ever your strategy is with your investment.

    This is exactly what brokers do for people rightly or wrongly, sometimes they are wrong.

    I don't think anyone here discussing their investment potential is dreaming when analysts are aligned in print.

    We have now been through the journey with Trof and how initial estimates for sale price, patient number and peak sales were conservative, we know know sale price was 150% more than estimates/modelling, indications are peak sales may now be $1bn for US alone, huge upfront for ROW achieved and patient population jury still out may be bigger or more taking Daybue...... Once and if 2591 gets to market, however that may be then its likely similar increase to value could be added as happened to Trof/Daybue, or because it may be used in many other indications than current x 4, so this far out $100 unrisked for Neu could be in fact conservative, but admire Wilsons for actually noting some future value 2591 may add.

    This is how unrealistic $50 p/sh is, this could be a TO over price that is very realistic, its is $4bn US dollars, as I said the other day Acadia could potentially buy Neu out and then have everything and save $1bn in milestones and approx $1bn in sales royalties over next 7 years effectively then costing them $4bn today but not having to pay $2bn over deal terms, own 1 commercial asset Daybue and x 5 others phase 2 complete there abouts, don't think it gets any cheaper than that scenario to achieve $50p/sh

    Sure we all need to consider the risk in the journey ahead however you would be ignorant not to acknowledge this is the above potential for your investment.


 
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