NEU 3.93% $19.31 neuren pharmaceuticals limited

One important detail that shouldn’t be forgotten is that the...

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    One important detail that shouldn’t be forgotten is that the Reata suitors’ interest was primarily in the global rights to an already FDA-approved rare disease drug. In Neuren’s case, the global rights for trofinetide have already been licensed to Acadia.

    While the NNZ-2591 pipeline is potentially worth more than that of trofinetide, it is yet to see successful results in Phase 2, yet alone FDA approval.

    The question is, if NNZ-2591 comes up trumps in Phase 2, is there a party prepared to come in hard and fast, knocking out potential competitors with a killer offer, despite needing to take on Phase 3 costs as well as development and regulatory risk?
 
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