As a modest holder, Im going to toss in my fair (base case) "cash and scrip" value from the nosebleeds.
To be clear, I don't want Acadia to take us out. That would be a fail in my view as I just don't think they have the muscle.
That being said, if they were to be the successful party, a cash offer that mirrors the Reata deal (which would be ~$80 per share) and a 1:1 scrip offer to account for the remaining > 4x value still on the table with PMS, PHS, AMS, possibly PWS and the other undisclosed indications, would be fair.
I would not be thrilled, because I am not confident they would get cracking on developing 2591 quickly enough across the disclosed and undisclosed indications but its not something that would see me slide into a depressive state after holding for so long. I say that with respect, as they have done a decent job with Trofinetide but they have left Fragile X sit, which astounds me given the market size, so I have some doubts about there ability to execute at a standard I would be happy with as a new share holder.
NEU Price at posting:
$12.30 Sentiment: None Disclosure: Held
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