NEU 3.32% $20.52 neuren pharmaceuticals limited

Yeah I saw the Evaluatepharma article and it was surprisingly...

  1. 264 Posts.
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    Yeah I saw the Evaluatepharma article and it was surprisingly incorrect factually. They probably would not have been so dismissive had it been a US analyst covering the stock.

    They were not comparing apples to apples. They talked about a deal value estimated by Bell Potter for a worldwide license vs. the actual value NEU obtained for just US license, saying Bell Potter set expectations too high..

    Once NEU ultimately licenses out Ex-US rights, the Acadia deal value plus the Ex-US deal value may still be close to or higher than what Bell Potter was estimating in 2018.
 
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