Ann: Investor web conference presentation, 14 July 2023, page-7

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Wasabibarako

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16/07/23

15:28

Post #: 68810783
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Originally posted by Little T: ↑

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 .

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Little T: Many THANKS for yet another great post by you - made for happy reading on a Sunday !

wasa

NEU Price at posting: $13.59 Sentiment: Buy Disclosure: Held
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(20min delay)
Last $13.82		Change 1.280(10.2%)		Mkt cap ! $1.559B

Open	High	Low	Value	Volume
$12.96	$13.84	$12.91	$3.666M	274.1K

Buyers (Bids)

No.	Vol.	Price($)
4	354	$13.80

Sellers (Offers)

Price($)	Vol.	No.
$13.84	1	1

View Market Depth

No.	Vol.	Price($)
1	500	13.270
1	150	13.260
5	680	13.250
6	7776	13.240
3	411	13.230

Price($)	Vol.	No.
13.310	1530	3
13.320	436	3
13.330	2176	5
13.340	592	3
13.350	1092	3

Last trade - 10.22am 26/06/2025 (20 minute delay)

NEU (ASX) Chart

Ann: Investor web conference presentation, 14 July 2023, page-7

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Ann: Investor web conference presentation, 14 July 2023, page-7

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