NEU 2.38% $12.70 neuren pharmaceuticals limited

Neuren - where to from here ?, page-49

  1. 5,978 Posts.
    lightbulb Created with Sketch. 18682
    I've always thought that that BP would take out both Acadia and Neuren - but I'm starting to think - why would you take out Acadia?

    Umm…how about
    1. Likely annual sales revenue > US$1bn going forward (2023 Nuplazid revenue was US$550m).
    2. Recent court patent wins which suggest a long revenue runway remains for Nuplazid.
    3. No near term competitors + 7 years orphan exclusivity protecting Daybue revenue.
    4. Additional sales revenue to be generated from ex-US Daybue sales.
    5. Potential cost savings for a Big Pharma.
    6. Deep knowledge of Rett syndrome and its US patients, families and practitioners.
    7. Has Phase 3 asset of ACP-101 in Hyperphagia in Prader-Willi syndrome, due to read out in 2026, which is likely to succeed. There are no current treatments.
    8. Has Phase 2/3 asset of ACP-204 in Alzheimer’s disease psychosis (estimated US patient population of >3 m).
    9. Has global rights to NNZ-2591 in both Rett syndrome and Fragile-X syndrome.
    10. Preclinical programs thrown in for free.
 
watchlist Created with Sketch. Add NEU (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.