Replies to post #398 on Equity Field Notes from temporal sources

[DanWebzster]

NERV is worth watching for a potential 2020 tax loss play.

6/30/20 Cash = 35.3M

The value of all 3 of its development programs are fraught with questions:

1. Roluperidone failed Ph3. Another Ph3 at the highest dose tested will be discussed with the FDA.

2. To save further development costs, NERV opted out of its agreement with JnJ on the second pipeline product. If JnJ ever brings it to market, NERV will receive a mid-single digit royalty.

3. Ph2B Proof-of-Concept data is pending for MIN117


If this trades around cash during Q4/20, I would stalk for a small position.