NEU 0.85% $15.14 neuren pharmaceuticals limited

New thread. Changed the title.I seem to have too much time on my...

  1. 420 Posts.
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    New thread. Changed the title.
    I seem to have too much time on my hands, and I keep thinking about the potential deals in Asia, specifically China. The company has openly stated they are in discussions. The questions I am asking myself;
    x if they are in discussions, could we expect a deal before Phase 3 results?
    x if so, and given they will have exclusive use of the future data generated from the Phase 3 trial (without the $100m trial costs), should the upfront amount be +$100m? The Chinese mark would be well over double the size which would counter the possibility that the revenue generated may not be as great as in the USA. Say a nil all draw there.
    x if a significant upfront, then at today's prices Neuren would have an effective EV of nearly $0. Crazy.
    Maybe I should stop thinking and just be patient. I think we are very, very close to something huge.
    PS; my sentiment is buy but I won't be buying as I have a very full basket. Just for transparency.
 
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