Yep - very interesting discussion, and I like how on the whole its been respectful...and also differing of opinions. A lot of other HC forums should take notes !!
Long term holder here (since before the days of the Army trial, "aspirin for the brain" and the most esteemed "Pigs Of Steel"), and for me - and I know this sounds dumb - but I dont/wont have a price target in mind for my investment. For me, its always been about the science and the journey of the company.
If NEU is bought out, I will collect my cash and ride off into the sunset.
If NEU goes it alone on 1, a few (or all) PHIII trials - im here for the journey (but might take 20% off the table to be free carried).
Either way, im smart enough to know my opinion or desires count for big-fat-diddly in the scheme of things - larger SH'ers, Jon and the Board will have the final say.
HOWEVER - IMO it seems very likely a TO will be put to shareholders sometime in 2024.
As some have stated here, although Jon has the funds to at least see 1 PhIII trial through...and (in his words) have learned from the Acadia experience...there is a BIG difference in "knowing the path, and walking the path" (Matrix quote).
I also feel that Jon might think he can (technically) do a PhIII trial on his own, I also feel he (and others) are very much aware of the price of failure in these things. To that end - and purely for the science and the good that can be done, in a quicker time and better distribution and process perspective - there are other pharma's out there that can do a better job than NEU with the product.
If I had to guess I would think the SP will rise to $35-ish, and we will get an offer somewhere between $70-$100...but im purely guessing.
Best of luck to all holders, and Happy Holidays !
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