NEU 2.45% $19.50 neuren pharmaceuticals limited

Acadia now have the rights to develop NNZ-2591 for Retts....

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    Acadia now have the rights to develop NNZ-2591 for Retts. Considering NNZ-2591 appears to be a better drug with far less (or no?) side-effects AND it has a later patent expiry, you'd wonder why Acadia isn't in a hurry to start a Ph 2/3 asap on it for Retts. If you calculate the revenue loss from the number of people who discontinue Daybue (or don't reach full dose) not to mention the extra years of revenue from later patent expiry, I suspect the any Ph 2/3 would pay for itself 10x over.

    I am also puzzled why aren't they initiating a Ph 2/3 for Fragile-X too? The rights they have are time-limited (patent expiry). Every day they just sit on it shortening their window to realise the value of their deal (and providing more time for other competition to arrive).

    This makes little sense to me. Perhaps they have a bigger reason for deliberately leaving some of their biggest opportunities in the bottom drawer.
 
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