The majority of holders would be (respectfully) incredibly short sighted.
I would love to see the argument that justifies NNZ 2591, and all the many indications it can treat, being worth circa 2/3 of Reata. Given Skyclaris is nicely comparable to Trofinetide in Retts and NNZ 2591 is the "jewel in the crown" the justification would be one of the greatest fables ever told.
JP has said many times, 2591 in the 3 original indications is worth multiples of Reata - I think he said 4+ times on a few occasions - so two thirds is quite the bargain.
Add in HIE, which is both acute and chronic, plus a few more conditions and you would be hard pressed arguing that this is not at the absolutely very least worth 2-3 times Reata.
I am yet to hear a credible argument for why that logic doesn't stack up.
NEU Price at posting:
$12.79 Sentiment: Buy Disclosure: Held
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