FYI
The following may be of interest compiled from the latest Acadia update:
*1250 patients [25.0%] of the currently identified Retts patients in the US have been treated with Daybue.
*862 patients from the above group are currently being treated with Daybue leaving 388 patients [31.0%] no longer under treatment. This is a minimum drop- out rate as it includes all the new patients enrolled in the past 6 weeks.
*QI 2024 revenue was down 12.8% compared to Q4 2023 for a variety of subjective reasons.This is more than the revenue guidance miss suggests.
*According to Neuren gross to net discounting was higher in Q1 2024 than the previous quarter. No guide as to split between the Insured/Medicaid [discounted] patients has been indicated. Culper did not even mention discounting as a downside issue.
*Using the Q1 2024 revenue of $75.9M as a base Daybue sales have to increase in 9 months by between 21.9% and 38.3% off that base number to meet Acadias full year revenue guidance.
Kens
- Forums
- ASX - By Stock
- NEU
- Neuren Media and Analyst Coverage
Neuren Media and Analyst Coverage, page-954
- There are more pages in this discussion • 45 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
$23.97 |
Change
3.260(15.7%) |
Mkt cap ! $3.060B |
Open | High | Low | Value | Volume |
$23.00 | $24.00 | $21.60 | $27.11M | 1.181M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 942 | $23.95 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$23.97 | 27 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 942 | 23.950 |
1 | 2092 | 23.900 |
1 | 3000 | 23.850 |
1 | 5000 | 23.830 |
1 | 4511 | 23.740 |
Price($) | Vol. | No. |
---|---|---|
23.970 | 27 | 1 |
23.990 | 300 | 1 |
24.000 | 20376 | 11 |
24.010 | 1000 | 1 |
24.030 | 649 | 1 |
Last trade - 16.10pm 27/05/2024 (20 minute delay) ? |
|
|||||
Last
$24.00 |
  |
Change
3.260 ( 16.0 %) |
|||
Open | High | Low | Volume | ||
$22.98 | $24.00 | $21.60 | 310545 | ||
Last updated 15.59pm 27/05/2024 ? |
Featured News
NEU (ASX) Chart |