Wow - $11.94. Its going to be a fun ride without the SBB pressure!
Here is how I hope the next 6-12 months play out:
From now until August, the SP slowly trickles downwards to ~$7 or even lower.
Dimerix releases a great announcement in early August, following which I have heaps more disposable cash, which I use to purchase lots of cheap Neuren shares for ~$7.
Neuren commences the P3 trial almost immediately after the Dimerix announcement in early August, giving a nice little bump to the SP, forming a base and the start of a positive SP trend. SP is now @ $9.50.
Neuren releases positive Daybue sales figures in mid-August, beating analyst expectations significantly and forcing a proper rerate from the market. SP is now @ $12.50
Neuren releases an additional indication shortly after in late August which is an absolute banger! The market loves the news and the SP reacts positively. SP is now @ $14.50
In late September/early October, HHS releases its study into the causes of Autism and amongst the findings, two things are noted. There are a range of different genetic conditions that make up "Autism" and they should be categorised as such. Further, IGF-1 is identified as a critical component of "Autism" and is referenced as a key focus area for the HHS. SP is still @ $14.50 but starts to rise due to general market interest in drugs that can treat different genetic, orphan neurological conditions, and also positively impact IGF-1. By late October, SP is @ $16.50 as interest continues to build.
In mid October, a new indication is released, which is also an absolute banger! The market loves it also and the SP reacts positively. SP is now @ $18.50
In late October/early November, internal workings at HHS result in 2591 being categorised and put onto a "special treatment" list, noting it falls into a very unique and rarified category of possibly being an effective treatment for conditions that are of great interest to the HHS in this Administration. Word of mouth and rumours start to spread in the biotech world and our SP lifts to $20.
In early/mid November, Acadia releases even better Daybue sales results, showing that the increased sales workforce has taken hold and penetration and persistence is lifting markedly. SP is now @ $22.50
In late November, following increased awareness of the playing field when it comes to 'Austim', increased awareness of 2591 and a willingness from HHS, through FDA, to get it to market ASAP, extremely positive HIE trial parameters are agreed to. Cnfirmation that the HIE trial will be a single P2/3 trial that can commence in Q2 2026. SP is now @ $24
In early December, due to the awareness from HHS and the special treatment, NNZ 2591 is granted Breakthrough Therapy Designation. SP jumps to $28.50
In mid-December FDA confirms that the P3 trials in PHS and AMS, with generous parameters, can also commence in in Q2 2026. SP jumps to $30
In late January, first sales of Daybue occur in Europe and Canada, triggering wonderful sales milestone payments. SP is now @ $33.
In Late January, the company also releases a final indication, noting there are plenty more availalble. SP is now @ $34.50.
In mid-February, Acadia releases positive sales results for Daybue, noting seasonal issues. SP remains stable @$35
In mid-April, Neuren commences the P2/3 trial in HIE. SP is now @ $35
In mid-May, Neuren commences the P3 trial in PHS. SP is now @ $36
In late-May, Neuren commences the P3 trial in AMS. SP is now @ $37
Thanks to constant harassment by people in my life who swear manifestation is real, I have given in and am in manifestation mode at the moment - feel free to join me on the journey
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