I look at TLX and NEU and the two seem to be miles apart from a performance perspective one going North and the other South. From my perpestive the outlook for NEU seems positive but the I know nothing in this field. For me its a guessing game but happy to take the risk.
There are numerous products with positive results in the phase two stage A$200m cash as at 30th Sept Daybue sales seem to be growing and expanding Various milestone payments to be received in the future from Acadia Daybue approved for Canada( First sales expected qtr 3 2025) Advance PTHS and to regn trials with FDA Trofinetide marketing application submitted in Europe with milestones payments due in time hopefully Confirm alignment with FDA on efficacy assessmemt of PMS etc Still buying back $50m in shares last buy back was 18th December. Maybe it has ceased or the broker has gone to sleep on the job or something else has happened ? I guess things will turn but its just a matter of when things start to move in the mean time the investors will play games. I will follow my conviction for better or worse.
Thats my thoughts for what it is worth.
DYOR
NEU Price at posting:
$12.28 Sentiment: Buy Disclosure: Held
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