NEU 2.71% $19.70 neuren pharmaceuticals limited

Not much to add from my take.Couple of points.Mentioned twice...

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    Not much to add from my take.

    Couple of points.

    Mentioned twice about being very excited about potential upside when mentioning Daybue in relation to Rett and Fragile-X

    I interpreted the comments as unusual and possibly an indication of development of fragile-x by Acadia which I personally have been really hoping for.


    Also interesting that registered Rett patients in USA has risen to 5000 from 4500.

    A 10% increase in a relatively short period of time but predicted previously as likely to happen with treatment now available.

    Should increase anywhere to within the range of estimated cases in the USA which was 6000-9000.

    He did say he remains really upbeat about 2591 and my take on Pitt and Angelman is that strength of results will fall somewhere between Rett and Phelan, and more than sufficient to warrant phase III and to seek approval.

    And what’s so encouraging which he reiterated is that there are no signs of diarrhoea with 2591 which will make a massive difference to future potential retention rates.

    Certainly sounds like we’ve got another interesting 6 months ahead


 
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