Jon has stressed the financial position and how unique it is. He said the CI income ratio was "unheard of"
Confident on Daybue US growth noting the investment Acadia has made - called out the Q1 impact so people aren't suprised
SBB is still on-going - it was due paused to blackout period.
Jon not a fan of Dividend, but board is considering these things on-going so it could happen a bit further down the track
Confident to get fast track on PMS and AS
Not commenting about whether they're going for BT for PMS
Board & Jon is aware that share price performance isn't acceptable
New indications are close but won't share details as yet
"Today doesn't justify the price falling"
Endpoint for PMS will be one of the one used in the Phase 2 - it won't be a totally new endpoint
We won't commerialise ourselves - partner or M&A. We can't going to sell the drug ourselves. (Jon is very cagey re M&A)
Acadia partnership has been fantastic - they have Fragile X and RTT but no impacts on what we're doing (other indications)
Parties have already expressed interested in NNZ-2591 already, we will entertain a "knock out" offer, but value will be maximised post Phase 3 . (Ie - if you want it now, you can't apply a massive risk adjustment since the Phase 3 hasn't occured yet - we don't need the cash)
NEU Price at posting:
$13.27 Sentiment: Buy Disclosure: Held
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(20min delay)