Share Price, page-14539

Ideally they are looking to pay less than half of their market cap, which implies around $18/share for NEU, that's ~US$1.46B. The merit of acquiring NEU, is obviously saving up to US$713m milestone payments, plus hundreds of millions of dollars on future royalties payments, also NEU has ~US$220m cash at the moment. Without NNZ-2591, $18/share is attractive to them, imo. That might be the lowball offer Gerry referred? I think if they're serious, have to offer at least 100% premium.

CEO discussions re DAYBUE are interesting,

Catherine Owen Adams, CEO, Acadia Pharmaceuticals: "So immediately what we’ve done is to increase the size of our And so that’s going into place now and, will allow us to reach that extra sixty five percent of patients at the right reach and frequency, I believe, to drive additional growth. So we’ve guided to, we’ve guided to that with seeing that growth coming in towards the back end of this year. And I feel very confident that we will be able to achieve that, having led quite a few commercial launches now and understanding how, how it works. We were just underpowered. And so I feel very good that we can we can reach the the rest of our of our market and really see that increase towards the back end of this year."

Catherine Owen Adams, CEO, Acadia Pharmaceuticals: "Sure. So we have approval in Canada, as you know, and we have filed for approval in the European Union. In Canada, we’re in talks with the with the health authorities right now for reimbursement. We expect to get some outcomes of that in the next few months. In Europe, we’re preparing to launch and we are getting our teams ready.
We have MSLs out there in the countries. Our big countries are, as you would expect, based on population are Germany and France and Spain and Italy, and nothing strange there. So we’re building a team out in Europe. We’re going to be launching this ourselves. I’m very comfortable launching products outside The US.

And so we’re building that team up, but we’re being judicious and we’re being, we’re looking at it on a country by country basis. But RET is treated pretty similarly in most European countries. There’s a lot of localization and centers of excellence in most countries. So it’s not that different to The US. It’s just making sure we’re in the right countries at the right time.

I don’t think there’s any markets really where there’s US pricing ex US at the end of the day because as you know, you start in some countries and you come down. So you have to look at you have to look at the European Union over time, knowing that prices will always sort of erode. But I think, you know, we feel very strongly about the value story that we we have for for debut. We feel very strongly that we have a lot of global demand for where we’re getting requests every day from physicians in these countries, which is why we’re also opening up our named patient program, as soon as we can. So there’s a lot of demand for debut, and I feel back to the price that we’re gonna get, we’re gonna get a good price, but every market will take on its on its individualities and we’ll make decisions based on that."

DYOR.