NEU neuren pharmaceuticals limited

Hi Phuket Guy There are many good posts by several excellent...

  1. 106 Posts.
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    Hi Phuket Guy

    There are many good posts by several excellent ‘posters’ – Hottod is one that stands out to me for a number of reasons.

    Also, have a good read through the company announcements (obvious I know) but they contain great info, not only around the company’s results but also their plans going forward.



    To all other holders ‘waiting for news’ …

    I have my own thoughts and that’s all they are.

    The company has made it VERY clear they are looking for a deal. They deliberately ‘held back’ until they had full details from the FDA on what the Ph 3 would look like - so to strengthen their position.
    They have also consolidated the shares to further strengthen this position.
    The structure of the Ph 3 agreement from the FDA was way better than I ever expected.

    So here is the challenge as I see it …

    The company is looking for a deal solely around Rhett’s. After all, that’s what this Ph 3 is all about
    BUT …
    This company has so much more …
    • Fragile X results looking good
    • TBI (a huge, huge area) and still with great potential
    • solutions in other areas across the Autism Spectrum (AS)

    The AS area is one in which I often work (research and development) and one that has huge un-met need. This could actually be bigger that the rest put together.

    If we look at the whole NEU picture, we see massive potential, well beyond Rhett’s (even as important as this is). Big Pharma also see this. They are in the business of maximizing profits.

    So, what I see is NEU pushing for a good deal, but just around Rhett’s, while the big players are pushing for a deal or possible buy out, that captures all of the NEU’s magic kit bag.

    It’s this, I think, that is providing more than a few challenges for Dr T and the BoD.

    We need to trust the NEU team and wait.

    AIMO of course,
 
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