NEU neuren pharmaceuticals limited

Ann: 2024 Full Year Results webinar, page-55

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    That's true, but you'd expect to see a similar impact to Acadia who have been doing reasonably well recently. The change of CEO and two reasonable quarters has resulted in a +18% 6 month performance compared to our -8.57% and both companies are exposed to the same macro risks when it comes to drug policy and arguably both depend on Daybue for their reaction to earnings updates. Yes Acadia has Nuplazid which has done well, but they also have had a failure in Phase 3 (last year) whilst we've had 3 successful Phase 2 trials, so I don't think the pipeline is enough to explain the difference in relative performance.
    Last edited by htae39: 28/02/25
 
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