NUZ 5.00% 19.0¢ neurizon therapeutics limited

A good solid AGM in my view. A few things that stood out for...

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    A good solid AGM in my view. A few things that stood out for me.

    • Patent extension. Based on sales attributed to Amyxyl with Relyvrio, who were well on their way to achieving 1 billion US$ a year, [First year] aiming for 10,000 patients out of 30,000 actually diagnosed. Potential sales between 2026 and 2039. My guess is a minimum of 20-30 billion US$ in gross sales before the patent expires. [Based on Relyvrio pricing] Double that if you include the EU. Then add AD,PD [If successful]

    • Possible accelerated approval in Australia.

    • Paul Field in Japan putting Monepantel in front of interested parties at the moment, and Michael heading to the US to do the same next week. Letting potential partners know they are also talking to other interested parties.

    @Jakjazz, I agree a partner coming on is more likely. I see this as a preferred option unless a really silly offer is made to acquire.

    Cheers
 
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