NEU 5.50% $16.15 neuren pharmaceuticals limited

NEU is materially undervalued, page-19

  1. 483 Posts.
    lightbulb Created with Sketch. 268
    Fair point but it was still worth a revisit imo to see where we can shave time off next time around.

    For example, the 2 year wait between the EOP2 and trial commencement jumped out at me and the deal with Acadia was done during this period. Obviously, we don’t have these funding issues anymore.

    An an aside, in light of Hottod’s brilliant post yesterday about deal timings, it was interesting to go back and look at all the announcements relating to the negotiations and deals with Acadia relative to Daybue’s progress through the regulatory hurdles and post-approval.
 
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