NEU 3.59% $23.11 neuren pharmaceuticals limited

I hate to be that person but I disagree with the overwhelming...

  1. 753 Posts.
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    I hate to be that person but I disagree with the overwhelming sentiment here that the Primaversin trial results are good for Neuren - I think its precisely the opposite.

    I think the failure in Primaversin may prompt Acadia to explore more conditions for Trofinetide to shore up future revenue opportunities. Given Jons comments about Orphan and Non-Orphan drug pricing, they are likely to look to Orphan indications and for every condition they may look to treat, there is one less market for us with 2591 if my reading of the contractual restraints is correct.

    I think it might be a case of us winning the battle (short/medium term revenue and milestones for Trofinetide in other conditions) but losing the war in terms of losing potential medium/long term revenue and milestones (that would be significant), if we can't use 2591 to treat a condition that Trofinetide is being used / trialled in.

    MOO DYOR
 
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