NEU 1.15% $20.62 neuren pharmaceuticals limited

BP update, page-11

  1. 2,619 Posts.
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    lots of activity in the M&A area overnight. Something like three big deals including a big juicy 25 billion one. Nothing to do with NEU but animal spirits and all that.

    Hopefully that will trickle down to the more speculative end of the spectrum.

    Three things to look for by EOFY

    The next "news" for me should be LG's talk in May, which I hope some version of it will get announced (or we can ask Neuren for slides/ transcripts).

    The FDA discussion on FXS should be by mid year but I think maybe a bit after as the ann last time was 29 Jul. I would guess that this would echo the Rett trial and we'll have a IIb trial next year and a III trial in 2018.

    Somewhere in there will be the AGM, though I don't know how much we'll learn over the annual report as these things are run very tight now, and inferring new information isn't so easy.

    Then, unless a deal comes up, hibernate until the end of the year when the next trial results are out.
 
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