Twilight briefing with Neuren and Dimerix

Neuren (ASX:NEU) is developing drug therapies for serious neurological diseases that emerge in early childhood and have limited treatment options. The commercial launch of DAYBUE for Rett syndrome turned Neuren into a ~$2.5B company, with Neuren looking to replicate this success with 3 Phase 2 trials for NNZ-2591. Two have reported positive results.

Dimerix (ASX:DXB) is focused on its Phase 3 trial for rare kidney disease focal segmental glomerulosclerosis having successfully passed the Part 1 interim analysis point. Dimerix has secured 2 licensing deals with further partnering discussions underway. The company's market capitalisation has increased from just $24m at the end of June last year to now over $310m. 

The session was chaired by Horizon 3 Healthcare's Chief Investment Officer Matt McNamara.

0:00 Matt McNamara - NEU introduction
2:36 Neuren presentation
22:08 Arovella Q&A
29:10 Matt McNamara - DXB introduction
31:24 Dimerix presentation
43:31 Dimerix Q&A
49:57 Matt McNamara closing