Re: NERV and MRKR opinions ?
Half a dozen folks that post here own NERV and post on the NERV board. There is great info on that board. The overall market/sector is definitely helping all of the clinical stage companies. Money is cheap, offerings for even suspect discovery stage and clinical stage companies are being gobbled up so NERV’s light balance sheet is not depressing the SP as much as it was. 2 molecules left in late stage clinical trials have very strong phase 2 data. 2 competitive molecules similar to MIN 101 have had good trial results over the past several months. MIN 101 will have an important phase 3 readout by mid year. Despite the recent move from $4 to $9, the market cap is very low vs the potential. Management is a bit suspect. Biobetter has some excellent posts in that regard if you filter by his name on the NERV board.