Thanks Hottod. So, is it reasonable to suggest that the recent discussion over the interpretation of the agreement and how the potential value might not be fully realised to an aquirer of Neuren because of contractual limitations in the agreement was overstated in the negative? According to your interpretation it seems to me that a potential aquirer would be capable of achieving near-total value maximisation as relates to 2591 give or take a couple of indications (remembering Acadia doesn't have a lot of money to throw at each and every indication). Also trofinetide can still be developed further (but probably not much point to do so re: 2591) but there is value there also.
The renegotiated agreement between Acadia and Neuren where it was pointed out the four indications currently being developed was included in it, why was it negotiated if Neuren doesn't have to seek approval from the JSC for the new indications? Was it to draw a line and make it official Neuren wants to develop these? I think the fear surrounding what Neuren can and cannot do is overblown and Neuren is capable of achieving a high valuation irrespective of the agreement.
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