Yes, I think this is actually positive for Neuren. It seems to me Acadia has been trying to downplay the importance of Trofinitide & NNZ-2591 to their future plans, possibly because they want to maintain a strong negotiating position with Neuren regarding any future deals. Hence their investment in the prader willi trial and continuing to try extending their existing drug (despite multiple failures). I don't think Acadia wants to look like a one trick pony entirely dependent upon Neuren's licensed drugs. However, with this failure, this is increasingly what they are.
Their bluffs are being called.
I suspect they may soon have to suck it up and announce they're putting significant efforts into developing NNZ-2591 for Fragile-X and Retts - as their best remaining options for the future of their business.
I wouldn't be surprised if we hear about another failure soon on their current Ph 3 trial for prader-willi hyperphagia. and I wonder how the Alzheimers Disease Psychosis trial is going too?
Acadia, page-340
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