In our view, Neuren’s shares are poised to re-rate as the company develops and subsequently commercializes its oral trofinetide product initially in two attractive orphan neurodevelopmental disease markets, Rett Syndrome (RS) and Fragile X Syndrome (FXS), with the potential to be useful in a wide variety of autism spectrum disorders (ASDs). We estimate that at an annual reimbursement of $100,000 per patient, Rett Syndrome would represent a US$1.6bn market and at an annual reimbursement of $125,100 per patient, Fragile X would represent a US$8.7bn market in the US alone.
Interesting that they are persisting with the annual reimbursement figures for FXS and Retts.
In our view, Neuren’s shares are poised to re-rate as the...
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$14.05 |
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Mkt cap ! $1.795B | |||
| Open | High | Low | Value | Volume |
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| No. | Vol. | Price($) |
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| 1 | 500 | $13.99 |
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| Price($) | Vol. | No. |
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| $14.07 | 6644 | 4 |
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