The market has reacted strongly in both directions to Daybue with an exuberant rise early and a harsh reversal when initial expectations were tempered. If COA and her team can reinvigorate sales growth investors will benefit both directly from the spotlight brightening on all the milestones and royalties that will flow to Neuren but also on a more robust buffering against any failure of 2591 in the clinic. More new money should flow in the lead up to results if you think Daybue could be a billion a year globally rather than $500 million and that does give long term holders the option of holding all for the big Ph3 readout or derisking to some degree at a price not so ridiculously low as we currently sit.
NEU Price at posting:
$13.57 Sentiment: Buy Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)