this is my cold consideration:
from the management Treagus onwards Neuren with less than 30 million spent led Trofinetide to phase 3 for both Rett and FX, bringing home more than spent more rights outside North America, in order to bring in turn 2591 in phase 2; so I spend 30 million to develop a product that I then sell in part without additional costs, bringing home the capital invested to do something else; other means the main goal that is NNZ-2591; it is absolutely certain that Neuren will not be able to independently develop phase 2 of 2591, so it will have to look for financial support that will not be through an ADC because it has already reached a maximum limit of shares with respect to capitalization. the only way is therefore that black on white for the first time the company has communicated a few hours ago, that is a sale of the entire company. this being the road traced by the management, it is necessary to create a package that is as rich and appetizing as possible to make the most profit, and here an agency is hired as Leerink for Trofinetide, now Torreya for 2591 as the value of Trofinetide is declared on contracts with Acadia.all this can only lead to a buyout in favor of Acadia or someone for her since it is absolutely the one that has the major and priority interests in everything that Neuren offers, in particular 2591; because 2591; because, as contracted for Trofinetide, Neuren can not develop 2591 for diseases that overlap with Trofinetide, but can take advantage of all the scientific data that emerge from phase 3 Trofinetide that will soon start; this means that 2591 is very advantaged compared to a study that starts from the basics and this thanks to what Acadia will develop with its finances. in essence, turn and turn, Acadia or whoever will take the place, will be our buyer. everything is standing also for what has happened to date on the market; the title in the post-mother agreement has halved and is checked and emptied of volumes even after key news. It seems clear to me that someone has all the interests that this happens and I think Acadia is the main suspect because everything happened and continues after the agreement with them.I think the work of Treagus and its excellent level as with only 30 million running, will be able to put Neuren on the market with 2 drugs one finished and the other to end with potentialities and applications superior to the first.finally, I learn just yesterday that the enrollment for the final phase of Rett is ready and involves only girls within 20 years; this means in principle that the requests exceed the available places and that the trial is already well planned. given the exclusion of patients over the age of 20, the FDA also opens up, allowing the option of marketing with reserve to extend the drug to the rest of the patients already being tested.now Neuren can progress Phase 1 of 2591 that will go in parallel to phase 3 of Trofinetide, with all the value that will inevitably mount as intellectual property.
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this is my cold consideration:from the management Treagus...
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