NEU 1.40% $13.75 neuren pharmaceuticals limited

Great post HT.Wow, platform drug, pipeline in a drug, what a...

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    Great post HT.

    Wow, platform drug, pipeline in a drug, what a position we find ourselves in.

    2 successful phase 2 trials, hopefully a 3rd to come, bolt on a couple more indications here via mouse models.

    Hashan De silva had 2591 peak sales in 4 indications at conservative US$22bn

    Lets say they drop PW and add another 5 indications conservatively as a TO package.

    We potentially have a pipeline drug asset with initial peak sales potential for US $44-$50bn

    I think its fair to say we all have underestimated the potential here.

    What would BP pay this pipeline?

 
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