Hello it is important to remember that two days ago we made a...

Hello

it is important to remember that two days ago we made a precise year from the announcement to the market that Trofinetide had obtained benefits from the Rett experimentation.
net of this and taken as a starting point of the reasoning I question myself on what happened consequently:

in April, on the occasion of the annual report to shareholders, dr. Treagus announces the opening of a phase 3 trial to be agreed with FDA and clearly outlines that it will be necessary from now on to intercept funds with capital and deepen potential relationships with potential partners.

at the end of May, the announcement of 2 new patents covering the autism spectrum in Europe and USA, aimed at the Fragile X study; I note then that the intellectual property of Neuren is further enriched and with objectives that overlap with the good that emerged a couple of months with the results Rett.

at the end of June stop the market to announce the arrival of Lanstead with funds to ensure the continuation preparatory to phase 3 of Rett renouncing in fact the financial availability of Walker who in return, however, would have required actions such as to encroach far beyond 19 % of shares with inevitable conditioning power in the company's future choices. at this juncture, I believe that fundamental decisions have been made for the company's future.

at the end of July the announcement of the Type B meeting with FDA for October, at the end of August a series of considerable shareholdings to Scott, Glass and the same Treagus which in fact increase the shareholding insider considerably waiting to be predominant following the conversion of options in shares in the hands of Shaw, Blower, Pilcher and Treagus maturing with the event or opening phase 3 or partnership.

in September no news to the market, but the title begins to grow, opening an important and robust positive trend. the suspicion is that in this month something important has matured in the strategy of Treagus.

between late October and mid November the meeting with FDA that appreciates the pediatric trial Rett of Neuren and advises a surprisingly short phase and 3 favorably for higher doses in shorter times and a reverse split done in a hurry with respect to the intentions communicated in the last months . the stock continues to rise and digest consolidation with ease. My interpretation of this is that on the market we are forced to continue to discount something important.

the month of December is undoubtedly fundamental; second statement to the market about the patents, but this time circumscribed to NNZ-2591 which in the release is referred to as a formula that extends to TBI, FX, Rett and Parkinson !! the upside-down market and fixes the price per share at $ 3 where Lanstead issues some 1.9 million shares in an off-market transaction and a few days later Hancox leaves Neuren without explanation. here, this for me is the key moment where the games have been made and the strategy of the Treagus has taken a fundamental turn. in essence, at the end of last year it was decided how to move forward with Rett and what Neuren is worth with NNZ-2591 as the absolute value of the whole plant of the company's intellectual property. I say this because now everyone is clear that the financial numbers with Rett are of little account so the great value can be translated with Trofinetide that opens and fills the potential of NNZ-2591. it seems to me natural that any big biotech if it enters is because it wants to make a big purchase and this is essential from NNZ-2591.
in the following months the nothing up to now with relative confirmation that the games are made and that the wait and the maintenance of the positions is the master attitude of the market.
in conclusion, I believe that the non-involvement of Walker above 19% and the exit of Hancox at the end of the year in conjunction with the updating of patents and reverse are the clear sign that at that moment it was decided to sell the whole cabin to a price that takes into account the potential of NNZ-2591 with the benefit and support of what has emerged from many years of study of NNZ-2566 or Trofinetide without neglecting or forgetting Glypromate that has been inexplicably stopped in phase 3 almost ended and that without any doubt has been a springboard to all that Neuren has in hand today and of which it can claim value.

It is only a matter of time.