Couple of take outs from me:- Always good to hear from John, particularly after the relatively eventful (by NEU's standards) last couple of weeks. John remained cool, calm and collected. Staying true to course and it sounds like good progress is being made across the board.- As stated above, shot down the Culper report very quickly not wanting to give it any more air time. Didn't hold back stating that Culper have zero credibility though.- When asked about TO, I felt like his answer was more balanced than it has been before. Basically stated will consider all options, including going alone (and there has been progress with Phase 3 prep). Main priority is to optimise outcomes, acknowledging there are many stakeholders but also eluded to not giving it up too cheaply- Finally, whilst none of this was new.. it is great to remind ourselves what we are sitting on and how much potential we have here, eg:1. Dayblue ramp up in US2. Dayblue ex US3. Priority review voucher4. Acadia optionality to progress Tronifitide in Retts and Fragile X if they wish (all upside to us with zero cost)5. 4 x 2591 Phase 2 trials (3 more to go)6. Phase 3 preparation7. Explore NNZ-2591 for other neurodevelopmental synaptopathiesBased on the above, I continue to remain very bullish and very excited for 2024 and beyond. We really only are scratching the surface here!
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