Interesting that Biogen states the Q4 2024 revenue for Skyclarys was impacted by "channel inventory and Medicare discount dynamics". A drop of $11 million revenue inside a quarter? Why wasn't the Q4 2023 revenue impacted by a similar percentage? I'm not reading this drop as an accumulation of Medicare discounts for the full 2024 year (or should I?), and I'd find it strange if 'channel inventory' was a significant part of this drop especially since no previous quarter since sales began has shown any decrease in revenue whatsoever.
When you look at how much was paid for Skyclarys and how it is currently performing, it makes you think there is absolutely no way Neuren could be sold for less than double the price of Reata. And I currently view Vanguard's acquisition of a 5 % stake as a positioning for good times head and less strategic positioning to assist in any takeovers because as manishvv pointed out Vanguard is not an activist shareholder.
Interesting that Biogen states the Q4 2024 revenue for Skyclarys...
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Last
$14.20 |
Change
0.890(6.69%) |
Mkt cap ! $1.761B | |||
| Open | High | Low | Value | Volume |
| $13.50 | $14.26 | $12.96 | $9.111M | 655.8K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 2000 | $14.17 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $14.23 | 3278 | 1 |
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| Last trade - 16.15pm 27/06/2025 (20 minute delay) ? |
| NEU (ASX) Chart |