NEURIZON THERAPEUTICS LIMITED (NUZ)
Share Price Analysis and Chart

18/03/2025

1

Speculative Buy

$0.42

200.00%

Morgans observes Neurizon Therapeutics is expected to start two animal studies, which will take four weeks to finish and are aimed at addressing the questions posed by the DFA on NUZ-001 regarding systemic exposure, the analyst explains.

The start of trials is delayed by around six months and falls within the latter part of the 12-month delay the broker had originally factored in for unexpected delays.

Morgans makes no change to earnings forecasts, and the analyst believes the company retains a strong strategic role in the rare disease segment.

The Speculative Buy rating and 42c target price are retained.

FORECAST
Morgans forecasts a full year FY25 dividend of 0.00 cents and EPS of 0.00 cents.
Morgans forecasts a full year FY26 dividend of 0.00 cents and EPS of 0.00 cents.

18/03/2025

1

Buy

$0.45

221.43%

Neurizon Therapeutics has proactively decided to conduct two short-term animal PK studies that it hopes will resolve the clinical hold placed by the US FDA on NUZ-001. The tests will take four months.

Petra Capital estimates the cost impact to be minimal and already factored in. 

Provided the FDA green light is obtained, the broker expects dosing to start in 4Q2025 and results in 2Q2027, which will open a path to faster approval.

Target price of 45c and Buy rating are unchanged.

FORECAST
Petra Capital forecasts a full year FY25 dividend of 0.00 cents and EPS of minus -3.00 cents.
Petra Capital forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -3.20 cents.