In the Acadia 2Q23 Earnings Slides of August 2nd there is the nnz 2591 for Rett and Fragilex after the July partnership, in the Acadia 3Q23 Earnings Slides of November 2nd it is no longer there, why???
(a) Because, on reflection, Acadia doesn’t wish to highlight NNZ-2591 as a Phase 2- ready asset for Rett and Fragile-X, which in turn highlights its value for Neuren.
(b)Because Acadia wishes to avoid a pesky analyst asking “Could you perhaps give us some colour on your NNZ-2591 asset?”
(c)Because Acadia wishes to avoid a pesky analyst asking “What are your plans for commencement of Phase 2 trials of NNZ-2591 in Rett and Fragile-X?”
(d)Because Acadia wishes to avoid a pesky analyst asking “Do you have further plans for NNZ-2591 beyond Rett and Fragile-X?”
(e)Because Acadia would very much like not to talk about NNZ-2591 at all.
(f) Because of all of the above.
(20min delay)