Forum Topics NEU NEU ASX Announcements

Pinned straw:

Straw deleted
Tom73
Added 5 months ago

US Patent – Pitt Hopkins Syndrome (24/2/25)

NEU has been awarded a US patent for NNZ-2591 to treat Pitt Hopkins syndrome (PTHS) with an expiry date of April 2040.

There are no other FDA approved treatments for PTHS and NEU has both Orphan Drug designation and Fast Track designation for it’s PTHS program which has had positive Phase 2 results.

Good news, market has rewarded it so far +11%, but I have to say that it should probably have already been priced in.

Disc: I own RL+SM

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Tom73
Added 5 months ago

Jon Pilcher on Ausbiz last Thursday:

Neuren Pharma's US patent win on ausbiz

The Acadia investment day that Jon refers to has a recording worth a look to see the results of studies:

Acadia 2025 R&D Day - Acadia Pharmaceuticals Inc.

The Daybue part starts at 2:41:50 and finishes at 3:03:30 with a Japan market update and note that they are doing studies on ACP 2591 (ie NNZ 2591) for Rett which they have also licensed from Neuren.

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Tom73
Added 8 months ago

Neuren Pharmaceuticals adds another feather to their cap for NNZ-2591 for hypoxic-ischemic encephalopathy (HIE) a type of brain injury caused after birth when the brain does not receive enough oxygen or blood flow.

Announcement: 06h1pvfr55c99y.pdf

It would qualify for Orphan Drug and Rare Pediatric disease designation with the FDA

A pre-IND meeting with FDA is targeted in Q4 2025.

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mikebrisy
Added 8 months ago

CEO John Pilcher has been saying for some time now that $NEU are exploring several other neurological conditions for which NNZ-2591 might be applied. So it’s looking like HIE is the next cab off the ranks.

The potential market is some 20,000-30,000 births per year in developed markets ( as a starting point). So you only need a small fraction of this to make the drug a commercial big hit. So, it is clear why HIE has been selected given the paucity of existing treatments.

Of course we know nothing about efficacy, as initial trials will only start later this year, and in formulating the trial we’ll get insights into what profile of patients (age, condition, history) are being targeted, which will give the first indication of the potential.

But the big advantage here is that the safety and tolerability profile of NNZ-2591 is already well-established, which will shave years off the clinical development timeline, as I imagine the early studies will get right onto looking for efficacy/dosing signals.

So early days, … probably too early to ascribe more than a dollar or two per share in value.

The next major milestone remains the FDA decision on endpoints for Phase III for NNZ-2591 for PMS, with the meeting scheduled in April. That one has quite a bit more value hanging on it.

Will NNZ-2591 become a major platform for multiple rare neurological conditions? That really is shaping up to be a multi-billion $ question.

Disc. held in RL and SM


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Tom73
Added 10 months ago

Fast Track granted by FDA for NNZ-2591 in Pitt Hopkins syndrome

NEU announced at 1pm today they have fast track approval for their Pitt Hopkins syndrome trials with the FDA. Given the untreated nature of this condition it was likely this would happen, but it's now official.

The fast track effectively puts them at the front of the que for FDA reviews when they get to them - which can save considerable time when dealing with what is already an under resourced FDA that is likely to be less resources with Trump/Musk/RFK. Below is the detail:

A drug that receives Fast Track designation is eligible for some or all of the following:

• More frequent meetings with FDA to discuss the drug's development plan and ensure collection of appropriate data needed to support drug approval • More frequent written communication from FDA about such things as the design of the proposed clinical trials and use of biomarkers

• Eligibility for Accelerated Approval and Priority Review, if relevant criteria are met

• Rolling Review, which means that a drug company can submit completed sections of its Biologic License Application (BLA) or New Drug Application (NDA) for review by FDA, rather than waiting until every section of the NDA is completed before the entire application can be reviewed. BLA or NDA review usually does not begin until the drug company has submitted the entire application to the FDA

Disc: I own RL+SM

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Tom73
Added 9 months ago

Rare Pediatric Disease Designation

NEU announcement today that it has received Rare Pediatric Disease Designation for NNZ-2591 in each of Pitt Hopkins syndrome (PTHS) and Angelman syndrome (AS). It already had it for Phelan-McDermid syndrome (PMS). This opens them to being awarded a Priority Review Voucher (PRV) for these programs, that is assuming RFK doesn’t can the process which is pending reauthorisation by the US Congress and assuming NNZ-2591 received marketing authorisation from the FDA (ie still in coin flip territory).

So how does this fit into fast track approval’s already issued and why the market thinks this is good (up 7% at time of writing). Earlier in the month (7 Feb) they announced they receipt of the sale of their last PRV, which was sold for US$150m, of which they got a third due to the commercialisation agreement with Acadia Pharmaceuticals.

Hence they are probably worth around US$150m each (not sure if they could get separate ones for each indication – but market reaction says yes).

So how do PRV’s work, well from the FDA site:

The rare pediatric disease PRV program aims to incentivize drug development for rare pediatric diseases. 

Under this voucher program, a sponsor who receives an approval for a drug or biological product for a rare pediatric disease may qualify for a voucher that can be redeemed to receive priority review for a different product. The sponsor may also transfer or sell the voucher to another sponsor. 


So it’s a commercial kicker for those developing these drugs, it doesn’t speed up the process for the drug it is issued under, but the sale proceeds will help fund development and the buyer will be able to fast track FDA approval for a totally different drug.


Disc: I own RL+SM

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Slideup
Added 10 months ago

@mikebrisy , it is a bit surprising as the impression i had previously was that they were just working through the fine print but everyone was more or less on the same level for the design endpoints. I don't see this development as a negative per se, more just part of the process.

I asked chatgpt about what a type C meeting was and it looks like its really just a more formal version of email correspondence. It looks like it is designed to work through any problem areas in person to save time and misunderstandings. I would think that NEU would have a pretty good understanding of what areas are currently ambiguous to them and this should give them the chance to move through these quicker than continued email correspondance.

From ChatGPT

Key Characteristics:

  • Flexibility: Type C meetings can cover a wide range of topics, providing flexibility in addressing specific challenges or concerns in the drug development process.
  • Less Formal than Type A and B: Type A meetings are typically for more urgent issues (e.g., critical development decisions), while Type B meetings are for discussions of major clinical trial development plans (like end-of-phase 2). Type C meetings are the most common type and can address a broad range of issues.
  • Outcome: The meeting will provide the drug sponsor with written feedback from the FDA on the discussed issues, helping to guide the development of the drug.

Examples of When a Type C Meeting Might Be Requested:

  • Determining the appropriate clinical trial design or endpoints for a Phase 3 study.
  • Clarifying statistical methodologies for analyzing clinical trial data.
  • Seeking input on clinical development strategies or preclinical data before advancing to human trials.

In general, Type C meetings are a tool that helps the drug sponsor navigate the complexities of regulatory requirements and ensures alignment with the FDA's expectations throughout the drug development process.

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mikebrisy
Added 10 months ago

@Slideup Yes, I think this is right.

Jon strikes me as being a pretty cautious guy, and as I think this is the first drug to go through Phase 3 for PMS, if there is any ambiguity around the endpoints, then it would make sense to have the face to face meeting to work through it.

The advancement into Phase 3 (or not) for PMS is hugely consequential for the company. So an abundance of caution is to be welcomed!

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