NEU 2.64% $20.99 neuren pharmaceuticals limited

Possibly a new direction?, page-28

  1. 10 Posts.
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    I hate to break it to the HC community but I think the direction in which NEU is heading is relatively clear. it seems to me like they are going for low hanging fruit - ie orphan indications with as high an incidence as possible and NO OTHER COMPETITORS IN THE SPACE. PWS is almost certainly suspended unless Soleno et al fall over as there is simply not enough cash to be made if you have to share. Neu will be able to afford to proceed with 2 x phase 2's - PMS and PHS on its own. Angelmanns has competition in the space and even with a positive phase 2 it will likely be put on hold unless the competition falls over. Hence the new strategy to get further indications which DONT have competition and then roll into those phase 2's. The hidden beauty of the new indications is that they only have to release the results of the conditions which respond favourably to 2591. eg if they test 8 and only 4 respond then they only need tell us about the 4 successes- Brilliant IMHO.
 
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