I am truly conflicted as to what will happen.
NEU by their own admission said that the PMS results knocked it out of the park.
So, let's say the results are very good. But don't match PMS.
And if I was considering spending $6 billion (made that figure up) on acquiring NEU I'd spend many millions letting everyone know (through 3rd parties) that the results didn't meet what PMS achieved.
And then that brings me to my point of conflict.
NEU cannot take 4 indications through PH 3
NEU want to get the drug to market a lot faster than what occurred with Trof.
NEU want shareholder value.
Do they just do PH3 in PMS?
And make everyone wait 3 years? And then sell. I cant see it. (I'd do it commercially, but not medically). And I just have this deep feeling that the NEU board want to have a purpose first and foremost. And to deliver to patients before shareholders. (even though they are currently doing both)
Last December I brazenly said we'd get take over offers in Feb. I was wrong. And I think big Pharma may have cost themselves a couple of billion.
With a good result I think the gates will be shut by September.
I'm with headlesspage on this.
It's go hard or miss out.
NEU will only be on the table once.
But the Bermuda Triangle of Acadia still does my head in.
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