Hashan De Silva is a big advocate of Neuren and as far as I understand is still invested and very bullish. It seems from the recent Livewire videos kindly posted that his boutique fund does extensive due diligence and he mentioned having previously been in touch with all the Rett centres of excellence. There was some concern on the Acadia thread about the recent UBS downgrade of expected Daybue sales so I imagine De Silva and his staff would have the network to attempt to assess this situation. This most recent video shows no sign that they've changed their tune on Neuren's prospects although others may know more. I am also of the opinion that De Silva would likely believe most of Neuren's future upside hinges on the progress of 2591. His analysis if I recall correctly had long-term persistency rates for Daybue lower than where they currently sit so a decline would not have him too worried.
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