NEU 2.71% $19.70 neuren pharmaceuticals limited

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    The guidance (seen as low from the market) because potentially they think seasonality is less of the issue, and persistence is.

    What we want to see, and what has already been confirmed by ACAD and NEU in today's 4C.

    "This recovered strongly in February, with prescription rates returning to trends observed prior to January"


    This is a statement of what has happened, not what they expect to happen (back when ACAD reported Q4 earnings). Not this is more to do with new patient adds , rather than persistence but we've also seen the cohort data improve and trend in the right direction.
    Last edited by htae39: 24/04/24
 
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