NEU 1.10% $13.76 neuren pharmaceuticals limited

Updated MST report - target of $3.68 a share, page-195

  1. 2,168 Posts.
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    I agree its not making sense that Big Pharma wouldn't want ROW, as its market share has been pitched similar size to North America.

    Surely for the likes of Novartis and Roche as an example the ROW market is just as appealing if it were the same amount of potential patients, let's face it, this is not the first drug to go ROW....

    I think its bit of delay tactic as to why no ROW deal has been done.

    I am sure there are in fact many interested parties, scenarios, however I think that its more likely Neu are waiting for NZ-2591 results, for any deals to be done, Jon has mentioned this to be key stage for Neu.

    Surely from a potential suitor point of view that picking up 100% Trofinitide ROW rights and 10%-15% royalties and milestones from North America/Acadia deal, along with NZ-2591 successful indications, gets Neu the most value for shareholders in the event of and TO H2 2023.

    We have PDUFA date March 12th, and results from 3 indications NZ-2591 could fall H1 2023, could be as early as March/April.

    If we can ride out the next 2 weeks at these levels, think there will be so much interest in this stock leading into Jan/Feb pre NDA results, pre potential NZ-2591 results to follow, looming deals to land it will be explosive as we will IMO coming into this period from a low share price base given the milestones to fall in 3 - 5 months...
 
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$13.76
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0.150(1.10%)
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$13.60 $14.00 $13.51 $5.043M 365.4K

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