2591 is a drug worthy of being bought outright, isn't it?
I will be astounded if Neuren goes down a licencing path like trofinetide. For me, that would go against the confidence they have always had in 2591 and the strong emphasis on the Phase III inflection point. Instead, I see a licencing agreement being a last and somewhat desperate resort due to weak phase 3 results or other negative events which had put buyers off.
Neuren may well be receiving licencing offers at the moment but I don't think they will be seriously entertained because who could strike a balance to let both licencing parties have their cake and eat it too?
Licencing out 2591 pre phase III is an illogical path to take in my view and any talk of it by the company is just playing polite games.
NEU Price at posting:
$12.28 Sentiment: Buy Disclosure: Held
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