I just watched the Acadia presentation as recommended by Jon Pilcher and have the following comments . 1.I was very encouraged by the presentation and the vibe of the presenters re update on trofinetide . 2. After the payment of the $100 mill US next week to Neuren they will still have $275 mill US in the bank . 3 .They have not made up their mind on the priority revenue voucher but my feeling is that they will sell the voucher shortly and will get another $66 mill approx for the voucher . 4.Acadia is getting very close to cash flow positive which is extremely positive bearing in mind they are still doing a lot of r&d . 5. I know that Acadia has been looking over the fence with envy on the molecule NNZ2591 for a long time now they have that in their stable for retts and fragile x . 7.Once Acadia starts the phase 2 trials on nnz2591 on retts and fragile x and see the potential and cost to produce I think they will take a run at Neuren especially if they have the firepower from Baker bros . 8. From time to time I contemplate lightening my holding in Neu and to look at other emerging biotechs but find it very difficult to get off the Neu horse as I think they will be $20 plus within 6 months .
NEU Price at posting:
$13.59 Sentiment: Buy Disclosure: Held
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