NEUP

$NEUP chatter on StockTwits

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  Giuseppe@joe77w56m

  $NEUP https://uk.advfn.com/stock-market/london/scancell-SCLP/share-chat?page=3454

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  Dan@skyrockets_Inc12h

  $NEUP market action is non-issue for me. I agree w/ Buffett's interpretation in video below. People get too fixated on 'market reactions' thinking that the price is telling them something. Fundamentals is all that matters, and in this case all that matters are the terms of any potential deal. That's what's going to determine final price, and right now we have no info on that. https://www.youtube.com/shorts/DjWbJ_vQ79w

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  Retail_Investor@I_am_retail_investor12h

  $NEUP - loving all the positive speculations, however the market action does not seem to be supporting the whispers and theories.

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  Lima B@Lima211113h

  $NEUP @skyrockets_Inc My initial reaction Friday was sober — I could only see an Option C where NEUP gets <10% of NewCo. However the more I dug in over the weekend — Merck/L’Huillier connection, Scancell potentially leveraging NEUP’s oncology asset, and Merck still running 5 trials with the formulation study just closing — I cannot see a realistic scenario where we end up below the $5.20 offer. Theoretically Option C exists. Practically there’s no way 30%+ activist shareholders — Lynx1 alone at 16.3% — agree to that. They’d block it and litigate. The muted price action actually makes sense — at first sight a R/M looks like the least favourable outcome for an asset-rich shell. But dig deeper and this may not be a standard R/M at all. The Merck connection, the 7-month duration, the formulation trial timing — all point to something more complex being structured in the background. An anomaly in our favour?!

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  Dan@skyrockets_Inc14h

  $NEUP It seems in January 2026 we modified out our agreement w/ our broker (WG) to include outside US companies in the strat alt process. WG just happens to also be a broker for Scancell, so they are joint broker for Neuphoria and Scancell. Why would be amend this and go outside the US ? My two cents say if this was a simple cash + shell only RM w/ no value given to drugs there would not have been a need to do that...plenty of private US companies that want to do a RM. This could have been completed fairly quickly (3 months), if so. I think likely WG probably suggested Scancell since they were brokers w/ them as well and likely think they may have interest in an asset of ours. That would explain the lengthy process, perhaps this isn't just a cash + shell RM....but maybe they are interested in assets of ours and those will be included in the deal. This would make sense based on all the bread crumbs.

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  Dan@skyrockets_Inc15h

  $NEUP I like the analysis you've done below. The only thing I'll add is an Option C), which is a more conservative version of Option B) based on my experiences. Option C). All share R/M with CVR (fallback, more conservative) Going with the assumption that Scancell is not 'distressed', but in fact is in talks for PIPE financing to accomodate the R/M w/ Neuphoria. If so, this becomes more of a traditional R/M. Current mc of Scancell 250M ....assuming 100M PIPE concurrent w/ R/M puts total newco valuation around 350M. NEUP gets 7% ownership of company valued at 25M or 4.60/share. This is the more conservative version because in my experience it's very rare to see the public company get 10+%, and VERY rare they get 15-30% it's typically more in the range of 3-7% depending on overall value of newco. This may be why stock is not currently reacting to news. Keep in mind, this theory assumes NO VALUE given to BNC-210 or MK-1167, only CVRs....which I don't think is likely

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  Dan@skyrockets_Inc15h

  $NEUP Just getting back from Vegas and doing reviewing this. Still not completely up to speed but a few things I noticed and can comment my opinion on. 1). Why this random British company that has no focus in CNS / Neuro? There are dozens upon dozens of private companies out there looking to RM in the US. Would have been a lot easier and quicker. $PASG and a few others just did RMs and it only took them 3 months. But they did not have valuable assets to deal with. So why the British company? Is there some connection w/ the CEO and the MK-1167 asset? Or something else going on ? 2). This is already trading on GBX exchange under ticker $SCLP. This is unique because we are able to see the market cap is 250M USD. Likely in a RM, they will get additional funding throuhg PIPE and the valuation may be higher ...say 300-400M USD. We are sitting at 25M market cap right now so we need to get a % that would equate to 25M just to break even. So likely upper single digits...

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  John@JSnow7718h

  $NEUP Chances $NEUP can hit $6/Share ?

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  Oded@TiTb1d

  $NEUP According to my understanding of the statements made by Scancell and Neuropia:Both companies are not denying anything — in fact, they are confirming the existence of discussions.These are not just discussions, but advanced discussions — meaning there is likely a draft agreement in place, with everything that implies.This agreement is essentially preparation for Merck’s decision:If Merck exercises its option, the share price jumps and the company is wound down through a reverse merger.If Merck does not exercise its option, the company will still be wound down through a reverse merger, because Neuropia has no path to continue operating.Either way: Merck will not want to enter a situation where Lynx can legally challenge any reverse‑merger structure. Therefore, if Merck intends to act, they will do so before October — meaning sometime between July and September.

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  Lima B@Lima21111d

  $NEUP Building on Friday’s multi-party thesis, refining w 2 structured scenarios: A) Carve-out + R/M (most likely): Merck buys MK-1167 (~$80-120M → $15-22/sh dividend) + shell merges with Scancell ($2-4/sh NewCo equity). Total ~$17-26/sh (4-6x). L’Huillier’s MSD BD background uniquely bridges both sides. Merck’s window closes Oct 27 poison pill expiry — they won’t wait. B) All-share R/M with CVR (fallback): NEUP leverages Scancell’s distress — cash runway only to H2/26, needs NASDAQ access and add cash to initiate Ph 3 — for 15-30% of $274M combined = ~$7.50-15/sh (2-3x). Revising ownership to 15-30% vs prior view of 5-10% given NEUP’s negotiating power. Suboptimal — market discounts CNS asset inside oncology company. Given Lynx’s rejected $5.20, poison pill, 5 active Merck trials and formulation study completed May 20 — neither L’Huillier nor Merck’s involvement looks accidental. Caveat: subject to Merck-NEUP collaboration agreement change of control provisions — not yet public.

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  Giuseppe@joe77w2d

  $NEUP SCANCELL market cap around 250 mln USD (195 mln GBP) vs NEUPHORIA' around 25 mln USD, as for Friday prices.

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  Giuseppe@joe77w2d

  $NEUP potential reverse merger with SCANCELL good because AIM Co. ready a phase 3 trial, then every price target depends by NEUP ownership on new co., potential CVRs and /or cash dividend other terms lets Hope not so dilutive, obviously then by the partnerships with MERCK involved in phase 2 ongoing trial.

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  Lima B@Lima21113d

  $NEUP NOW that @frontiere brought an important detail to light with Scancells CEO, could this be a Multi-Party Deal Playbook? What if Merck buys out MK-1167 for cash & Scancell takes the remaining NASDAQ shell? Step 1: Merck buys MK-1167 for $80M-$120M => paid to shareholders as special dividend (~$15-$22/sh cash based on 5.4M shares). Step 2: Clean shell (Cash + NASDAQ + IP) merges with Scancell via all-share => Shareholders get Scancell equity (valued at ~$2-$4/sh residual value). Total Value: $17-$26/sh vs ~$4.50 today. Why it works: - The Connection: Scancell’s CEO previously ran Merck’s European BD. He knows how to bridge both sides concurrently. - The Win: Merck gets 100% clean asset ownership without future milestone friction. Scancell gets a clean listing without Alzheimer's complexity. - The Fiduciary Bar: Comfortably clears Lynx's rejected $5.20 bid. Bottom Line: No exclusivity mentioned in the PR—all doors open.

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  Giuseppe@joe77w3d

  $NEUP I meant NEUP should be worth at least 40 mln USD or twice last cash position, and shareholders likely to receive CVRs for licensed pipeline and IP. To me 8 USD would be right because new co would have a pipeline with a phase 3 and phase 2 and partnership with Genmab. Then Lynx offers at 5.25 and 4.7 USD rejected because too low so NEUP should not accept a minor valuation. Just my opinion. Lets Hope the best for every stakeholder. Glty

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  Rail@isu2b3vrysus3d

  $NEUP i think this is good. this price action shows that a) people are paying attention and b) there is willingness to buy on very very speculative news. honestly makes me excited for the coming weeks.

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