Australia's largest stock trading and investment forum Australia's #1 stock forum

NEU

Click for more information

1.56%

$20.87 neuren pharmaceuticals limited

so on all that basis what is your target price?

First 3 Last

Share
Profile

Follow
Pferdli

89 Posts.

16

25/03/24

09:04

Post #: 73036981
Share
Originally posted by ashgood123: ↑

To summarise:

DAYBUE alone is worth $22-$30
For NNZ2591, using typical price to sales ratio for pharma of ~3x, the valuation would be ~US$12.3b noting Skyclary's acquisition implies peak sales/price multiple of around 4.8x.
For NNZ2591, factor in a significantly conservative discount of 90-95% to account for clinical and regulatory risks, the resultant acquisition price still ranges between ~US$5.3b to US$10.6b.
No value has been assigned to Fragile X in the valuations above
Within orphan neurological diseases, there are many other indications that Neuren or an acquirer could pursue. Outside of orphan diseases, we see potential for this drug in neurodegenerative diseases such as Alzheimer’s disease and other dementias. In addition, we see a solid scientific rationale for this drug being trialled in autism. Given this broad applicability of the mechanism of action, NNZ-2591 is a pipeline in a drug.

Expand

so on all that basis what is your target price?
NEU Price at posting: $20.22 Sentiment: Buy Disclosure: Held
Upvote

0 Great analysis

Reply

Top Stories

ARU

Arafura updates on total US$1B funding as export banks and lenders take notice; heading toward FID for Nolans

ITM

iTech Minerals flags high-grade rockchip finds, boasting one sample at +18% copper. What lies underground remains to be seen

Pilot Energy awarded $6.5M in govt funding for Mid West Clean Energy Project

M4M

Macro Metals picks up 80% in Firebird's manganese plays; mining services operations to launch if decision to mine passed

DTM

Dart on-target for high-grade structures and multiple reefs at VIC's Rushworth

There are more pages in this discussion • 89 more messages in this thread...

First 3 Last

Add NEU (ASX) to my watchlist

(20min delay)
Last $20.87		Change 0.320(1.56%)		Mkt cap ! $2.667B

Open	High	Low	Value	Volume
$20.86	$21.29	$20.84	$3.796M	180.8K

Buyers (Bids)

No.	Vol.	Price($)
1	1000	$20.85

Sellers (Offers)

Price($)	Vol.	No.
$20.87	844	1

View Market Depth

No.	Vol.	Price($)
1	1000	20.850
1	837	20.840
4	1973	20.800
1	2432	20.780
3	2561	20.760

Price($)	Vol.	No.
20.870	844	1
20.890	2740	1
20.900	2212	3
20.950	250	1
20.990	284	1

Last trade - 16.10pm 23/07/2024 (20 minute delay)

NEU (ASX) Chart

SPONSORED BY