NEU 1.54% $19.86 neuren pharmaceuticals limited

Replying to @@AnydaynowYes, interesting thought.On the one hand...

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    Replying to @@Anydaynow

    Yes, interesting thought.

    On the one hand it's the science and excellent management that has brought us to $20.

    On the other hand there is the inclination of human nature to say $1/share is more attractive and there must be more leverage/upside at that level than at $20. Which demeans the ultimate and only legitimate measuring stick, enterprise value/market cap.

    So while we await Angelman results due very shortly, I'm thinking positively about that, with a consequent kick along (albeit gently) to the high twenties where we'll remain until news of either pre-clinical signals from that other handful of indications Jon speaks of, or emergence of takeover discussions ... or both.

    Still think we're a $75 / $10B company with Angelman plus positives on the other indications. Yes, ultimately we're worth considerably more but the buyer will only pay his version of fair value pre-P3s on any of our products.


 
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