What is fascinating is there is very few if any drugs for any of these disorders.
But also we now have PBT. Aiming at Alzheimers,Parkinsons,and Huntingtons and few others with one type of treatment.
And NEU aiming at a similar market size but a completey differant range of brain disorders.
Both are using basically only one drug for a group of previously untreated disorders.
Could such a complex thing as the Human Brain get so much benefit from just two drugs.
I am not crossthreading here, but there is good reason to watch both closely, for valuation purposes. Both address markets in excess of $10 Bn and possibly $20Bn if treatments are approved across the range of disorders.
both are in comprehensiive Phase 2 Trials which will give solid evidence of commercial prospects. PBT is possibly in front regarding outside peer reviewed support of their therapies.
NEU are still looking for validation that results from rat trials can crossover to humans.
if either of these companies start to rerate strongly, it would give an indication of value in the other. this is a unique opportunit to watch 2 ever so similar companies.
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