Thanks Hottod – 3 excellent NEU posts today, we are all most...

Thanks Hottod – 3 excellent NEU posts today, we are all most grateful for your expertise and your limo home is still on me when that Neuren celebration eventuates.

To your points: yes, the Anavex games in trying to play catch up might work in our favour in spacing the timeline, particularly if the FDA aren’t impressed – probably at least 18 months and then reliant on the quality of their paediatric trial results.

Acadia seem to have done well in tapping into to the physicians and carer organisations to fast-track the take up of trofinetide when it hits the market. Anavex are working across a number of disorders including Parkinsons, Alzheimers and Retts, coordinating trials in different countries and may be stretched to be as effective competing with Acadia’s 1^st to market and coordinated implementation courtesy of their trials and physicians’ relationships.

On the safety and side effect profile, Serge answered the diarrhoea question at timestamp 14.50 in the Needham webcast below with a positive spin incorporating the constipation many suffer as part of Retts.

WallStreet Webcasting - ACADIA Pharmaceuticals Inc. (wsw.com)

And similarly, the references in the Patient Focused meeting last week plus the support of the Retts community speaks to trofinetide's positive efficacy in this debilitating disorder.

Finally, another factor in Neuren’s overall advantage, is that Anavex have stated they intend to not partner in their rare disease space, so while they are running trials in the UK, Canada and Australia and would have relationships, their ability to market there and in ROW might struggle against partnering deals Neuren can do with 1^st to market advantage.