Share Price, page-12295

Yes I agree with that - the cashflow is marked up because of defensive qualities of those companies. What is overlooked, though, is that Neuren has similar qualities (yes not at that stage) but whilst it is a single source of income it also is for a drug for a rare disease that has no other treatments, longer market exclusivity and most importantly this income requires no operating costs from our part.

I disagree that "daybue is relatively well understood". The value of the one-offs from the NA and RoW deals are just under 1.5b in AUD dollars when you tally them all up, and that is excluding the royalty revenues. And yes, I know some of these milestones might not be realistic and that value includes money that has already been paid

We're only just going to finish the first full year of sales in a single country, and that still is guided to amount to over half a billion in AUD terms!

Ignoring NNZ-2591 completely the market seems to have forgotten we have plenty of room to grow in North America, but we also will have the EU, Japan coming online at some point. The RoW deal has better terms so whilst prices may be weaker, we get a larger % share. This also completely ignores Fragile X deal with NNZ-2556 or 2591 and our PrV share (and the increase in value there)