NEU
Healthcare & BiotechNEUTRAL$20.510
as of 2026-09-09
5d return
+2.8%
20d return
-12.0%
60d return
+57.9%
RSI 14
30.7
vs 52w high
-13.2%
vs 52w low
+81.8%
SMA 20
Below
SMA 50
Above
- 2026-09-02Corporate Presentation, 2 September 2026
NEU's H1 2026 shows resilient 8% revenue growth and 29% USD-denominated royalty uplift from Acadia's DAYBUE, but NPAT fell 68% YoY due to R&D acceleration (Koala Phase 3 trial) offsetting higher royalties; debut dividend indicator (15c fully franked) and modest buyback ($3.9m vs $39.6m prior year) suggest confidence in sustained royalty streams but willingness to invest in pipeline.
DAYBU becomes first and only approved treatment for Rett syndrome across 30 EU territories, unlocking $35m upfront and up to $170m in tiered milestones plus royalties through partner Acadia. This is a material regulatory de-risking event that validates trofinetide's commercial potential outside the US, though NEU is dependent on Acadia's execution and EU reimbursement dynamics.