Hi Ben , This post you’ve made today was particularly good, outstanding might be a better description. I’d just like to expand on your NEU valuation comparison.
NEU new drug is far superior than Daybue. This drug NNZ-2691 is aimed at treating in excess of 100 rare indications. But is likely to also be very beneficial in several big health problems such as Alzheimer’s, Autism , Parkinson’s etc. The rare disorders are all part of the wider Autism Spectrum.
The $2.4bn valuation is likely to explode. Some great research has been recently published by Karst Peak the biggest shareholder with 20% of the shares .
But some amazing posts by
@Kjt1969 make great reading. Perhaps the best post I’ve seen on Hitcopper.
https://hotcopper.com.au/posts/73134275/single
Some valuation points come up to $130bn if all goes to plan. And that leaves a lot on the table. In short NEU has probably invented the best drug ever for humans.
My point here is to highlight how much money can be made by investing in the winning biotech companies, and how rare diseases can produce stellar rewards
I have posted several times on the similarities between IMU’s business scope in comparison to NEU’s potential. The business case for both companies is amazingly similar. At this point NEU is frontrunner because of the cash rolling in.
But I fully expect IMU to be pacing NEU within 2 years. NEU progress is slower because of the trials being in young populations and breaking very new ground x. A bit like the slow pace IMU has endured with CF33.
Since last years cap raise and purchase of Azer-Cel and more recently with Fast Track for Bilary Cancer with Vaxinia, IMU Have surged forward in their race to commercialisation.
Both companies have very effective treatments for rare diseases. Which equals fast approvals . Both companies are addressing unmet needs, without much in the way of alternatives for patients.
One big advantage IMU has over NEU , is that cancer is easily understood by investors. Whereas NEU was very much unloved for years because investors could not get the head around the business case. It was such a rare beast and frankly too hard to understand for most if not all analysts.
IMU is the closest business model to IMU that I can find but with a very easy story to tell.
The recent announcements and the overall trial designs which LC has obtained significant FDA acquiescence to is part of the reason that IMU will be such a great investment opportunity. Both YF and LC have been groundbreakers here. Creating a new reality in cancer therapies.
As has been posted several times now the conclusion section of the upcoming conference which was written by the peer reviewers tells us all we need to know. Sure the minute details will be significant. But “Vaxinia may be a viable option for treating gastric cancer “ tells us we are destined for successs!
Any time spent researching the comparisons between NEU and IMU will quickly show the similarities. And personally I believe IMU will outperform NEU by a considerable margin.
(20min delay)
