NEU 2.38% $12.70 neuren pharmaceuticals limited

Updated MST report - target of $3.68 a share, page-194

  1. 5,831 Posts.
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    Hi Tomryan, it is a very exciting company to be invested in.

    No Big Pharma can get US rights unless they buy Acadia or buy out their deal.
    Even if they buy NEU.
    Yet they could get roughly the same $$ as the US rights by buying the ROW rights.

    So why won`t they?

    If, as you suspect, is a chess move to take out NEU, I would reckon no ROW deal will be done until after the 4 x Phase 2’s results are available. To keep ROW rights available as part of a potential takeover.
    Yet Big Pharma still wont have rights to US Trof. deal.

    What is interesting is that Jon has eliminated every single Big Pharma in one comment for ROW.
    It is surprising and confusing. And maybe a little exciting.

    But unless a takeover offer is many multiples of Little T’s possible $15, I really dont understand why NEU dont just keep running their own show with US + ROW locked away and their pipeline developing.


 
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