NEU neuren pharmaceuticals limited

I've been invested in Cuv since 2012 and so am still sitting on...

  1. 630 Posts.
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    I've been invested in Cuv since 2012 and so am still sitting on a good return but it's been very trying. A big difference between Neuren and Clinuvel is that Neuren partnered trofinetide and at least in the time I have followed them, have communicated an easy to follow plan for the future that they have stuck to pretty well.

    In contrast, Clinuvel chose to bring their drug to market themselves and whilst successful in increasing revenues and profits, it has been a slow and frustrating journey. The company continually talks up new opportunities and possibilities but nothing is within sight for another couple of years at least. The share price was briefly over $40 five plus years ago and it has sunk down to current lows around $12 after more failed promises from management. As recently as the AGM in mid October the overpaid MD stated an update for one of their priority pipeline products was coming in December but nothing eventuated. At the start of 2024 they proudly announced a set of objectives for the year and their commitment to seeing them completed and now in 2025 most have either failed or been put on hold. Thankfully it does feel like there is more focus on a limited set of objectives that could greatly increase revenues if successful and the share price has fallen so far I believe it's a decent option but my experience with Neuren is better and faith in their management is considerably higher.
    Last edited by Epichemist: 03/01/25
 
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