The modelling I posted was based upon ROW revenues starting in 2026.
From the publicly available information I have access to Neuren seems likely to generate far more cash than they can possibly use on any of their currently outlined plans.As a starting point, the $213m (US$140m) cash they have on hand is already enough to fully cover one phase 3 and even possibly both of them (if they were to cost the mid point of the range Jon mentioned).
Unless Daybue is withdrawn from the market or Acadia goes bankrupt, Neurens income from Daybue will continue to increase significantly, from both US sales growth, US milestone payments, ROW 1st sale payments and ROW revenues. Their G&A expenses are remarkably low. Neuren is a cash cow any way you look at it.
When Acadia will move forward with NNZ-2591 for Retts or Fragile X noone knows. Which is why I left these out completely in my modelling.
- Forums
- ASX - By Stock
- NEU
- NEU is materially undervalued
NEU is materially undervalued, page-53
-
- There are more pages in this discussion • 7 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add NEU (ASX) to my watchlist
(20min delay)
|
|||||
Last
$13.76 |
Change
0.150(1.10%) |
Mkt cap ! $1.758B |
Open | High | Low | Value | Volume |
$13.60 | $14.00 | $13.51 | $5.043M | 365.4K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 3816 | $13.73 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$13.78 | 2834 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 1000 | 13.620 |
2 | 733 | 13.510 |
7 | 9120 | 13.500 |
1 | 1000 | 13.480 |
1 | 50 | 13.420 |
Price($) | Vol. | No. |
---|---|---|
13.960 | 2652 | 1 |
14.000 | 6595 | 2 |
14.110 | 1000 | 1 |
14.120 | 493 | 1 |
14.250 | 1000 | 1 |
Last trade - 16.10pm 13/09/2024 (20 minute delay) ? |
Featured News
NEU (ASX) Chart |
The Watchlist
LPM
LITHIUM PLUS MINERALS LTD.
Simon Kidston, Non--Executive Director
Simon Kidston
Non--Executive Director
SPONSORED BY The Market Online