NTI (ASX) Are we better than Neuron ?

Originally posted by fyffee: ↑

I don't know who Neuron is but I very much doubt that NTI is better than Neuren (NEU). I believe a 24% dropout rate is not unusual for a new drug, and particularly one which has such a side effect as moderate to severe diarrhea in young patients, which some families are finding hard to manage. Some families are managing the condition by reducing the dosage rate in their children until their bowels return to normal and then gradually increasing the dosage up to the recommended level as their bodies become conditioned to tolerate the drug. It is all a learning exercise for this very new drug, and as more clinicians become aware of strategies to manage the side effect, then the dropout rate is likely to reduce, and more children will be able to stay on the drug. Apart from that, NEU is also conducting 4 Stage II trials of a better drug (NNZ2591) with no side effects to treat 4 more neurological development disorders and has recently announced results for its trial to treat Phelan-McDermid syndrome which had results that exceeded expectations. More results are expected to be announced over the next 3 quarters, beginning in the next quarter, and continuing throughout this year. Everyone is extremely positive about NNZ2591. Furthermore, NEU has over $250m cash in the bank with growing royalty revenue coming in from Acadia's sales of DAYBUE, plus more milestone payments expected over the next 2-5 years. What else does NTI have in the development pipeline that would match the potential of NNZ2591? I would also like to know more about how NTI164 treats ASD patients - does it go to the underlyng cause of ASD in the same way that Daybue and NNZ2591 targets the deficiency of the brain cell structure at the molecular level, or does it manage the symptoms of ASD in a superficial way? It's unfortunate that NTI's investor presentations have not gone into the same detail as NEU's presentations to explain exactly what NTI164 does and how it acts in the brain to correct the condition. Given that it's also being trialed for people with Spastic Cerebral Palsy it seems to me it's only treating some symptoms rather than underlying causes. That's not to say NTI164 doesn't have a place in the market, but I doubt that NTI is ever going to rival NEU.

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You said it all in your first paragraph,

Neuron's New drug as you've claimed, has side affects- moderate to severe diarrhoea in young patients who are already suffering from an illness

NTI has little to no side affects, proven safety profile, if the efficacy exists in the patient cohort, then NTI IMO is the superior choice.

Neuron's new drug is synthetic

NTI's natural whole product

Do the maths on the potential here........

Neuron's full course of treatment costs $US125,000

NTI's lets wait and find out, id imagine it will be far less then the above

I also know which stock will have the most uplift if treatment is a success

I also know which stock will drop the quickest if they're unable to steam the churn rate.

Cheers AIMO DYOR

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