NEU 4.53% $15.00 neuren pharmaceuticals limited

Are they paying 7.2B for skyclarys? Looks like other than that,...

  1. 55 Posts.
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    Are they paying 7.2B for skyclarys? Looks like other than that, reata is in ph1, unless I'm missing something.

    commercially (even with payments to neuren), trofinetide looks the more lucrative asset (375k list price v $575 list price for daybue).

    Similar patient populations, though Rett likely to be higher.

    So it's reasonable to say trof is of equal value. 2591, we will know by the end of the year. Possibly many many billions more.

    I know I said earlier that $30 could get over the line, but I humbly retract that. $30 would be robbery.
 
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