The ”buy now or pay much more later” window is close to being shut.
Can we presume the FDA meeting will follow the Morgan Stanley conference at the end of next week or would JP be heading back to the USA for a 3rd time later in September? If the FDA have to give a confirmation letter of the meeting within 30 days it seems we are not too far away from when the first window of a potential takeover opens for suitors.
We must also be heading into the timeframe when the undisclosed indications could be released and I am genuinely excited to see what they are.
It is quite clear to see how the next few months have been carefully and logically manufactured by Neuren's management to take the first temperature reading of the company's value to others.
Let's hope we have a fever
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