Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

Nasdaq-100 Stock Index / Technical Analysis

In today’s report we outline  our belief that the combination of extreme oversold conditions and several key sectors/industries holding above major long-term support lead us to believe an important bottom has been established. We also highlight attractive Groups and stocks within Staples, Financials, and Health Care: Large- &amp; Small-Cap Soft Drinks &amp; Bottlers, Electronic Exchanges/Markets, and Large- and Mid-Cap Biotech.

In today’s report we outline  our belief that the combination of extreme oversold conditions and several key sectors/industries holding above major long-term support lead us to believe an important bottom has been established. We also highlight attractive Groups and stocks within Staples, Financials, and Health Care: Large- &amp; Small-Cap Soft Drinks &amp; Bottlers, Electronic Exchanges/Markets, and Large- and Mid-Cap Biotech.

A Bottom Has Been Established; Possible Retest?

In today’s report we reiterate our bullish U.S. investment thesis, recap significant technical levels across indexes, and highlight attractive Groups and stocks within Health Care and Technology: Biotech, Mid-Cap, Biotech, Small-Cap, Semiconductors, Large-Cap, and Semiconductors, Mid-Cap..

In today’s report we reiterate our bullish U.S. investment thesis, recap significant technical levels across indexes, and highlight attractive Groups and stocks within Health Care and Technology: Biotech, Mid-Cap, Biotech, Small-Cap, Semiconductors, Large-Cap, and Semiconductors, Mid-Cap..

MSCI ACWI, STOXX 600 Breaking Out, Adding Fuel for Further U.S. Equity Market Rally

Ongoing bullish developments continue to support our belief that we are in the early stages of a broad-based advance following a nearly 2-year consolidation period. In today’s report we highlight attractive Groups and stocks within Health Care: Biotech, Large-Cap, Biotech, Mid-Cap, Hospitals, and Rehab Services.

Ongoing bullish developments continue to support our belief that we are in the early stages of a broad-based advance following a nearly 2-year consolidation period. In today’s report we highlight attractive Groups and stocks within Health Care: Biotech, Large-Cap, Biotech, Mid-Cap, Hospitals, and Rehab Services.

U.S. Equity Strategy: Upgrading Health Care to Overweight

Global Healthcare Analyst

Tina Banerjee

Equity Bottom-Up

Neuren Pharmaceuticals / Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/neuren-pharmaceuticals-ltd" target="_blank" data-smartkarma-citation="entities:4494:1" rel="noopener">Neuren Pharmaceuticals (NEU AU)</a> announced stellar financial performance for 1H25, with doubling of net profit on high-teens revenue growth. Royalty income from Daybue grew 16% YoY to A$28.3M.</li>
<li>The number of unique patients receiving a Daybue shipment continued to grow and in 2Q25 reached a record high of 987, up from 954 in 1Q25 and 920 in 4Q24.</li>
<li>Assuming partner’s guidance is met and an exchange rate of 0.65, Neuren anticipates earning U.S. royalties of A$62–67M, up 15% YoY at mid-point in 2025.</li>
</ul>



Neuren Pharmaceuticals (NEU AU) announced stellar financial performance for 1H25, with doubling of net profit on high-teens revenue growth. Royalty income from Daybue grew 16% YoY to A$28.3M.
The number of unique patients receiving a Daybue shipment continued to grow and in 2Q25 reached a record high of 987, up from 954 in 1Q25 and 920 in 4Q24.
Assuming partner’s guidance is met and an exchange rate of 0.65, Neuren anticipates earning U.S. royalties of A$62–67M, up 15% YoY at mid-point in 2025.


Neuren Pharmaceuticals (NEU AU): Net Profit Doubles in 1H On Daybue Acceleration; Guidance Restated

<ul>
<li>
<a href="https://www.smartkarma.com/entities/neuren-pharmaceuticals-ltd" target="_blank" data-smartkarma-citation="entities:4494:1" rel="noopener">Neuren Pharmaceuticals (NEU AU)</a> received A$56M U.S. royalty income from Daybue in 2024 up 110% from A$27M in 2023. Cumulative income from Daybue reached to A$445M over 2023 and 2024. </li>
<li>Assuming Daybue U.S. sales guidance is met and an exchange rate of 0.65, Neuren anticipates earning U.S. royalties of A$62–67M, up 15% YoY at mid-point in 2025.</li>
<li>Daybue will be launched in Canada in 3Q25. European approval is expected in 1Q26. For Japan, Acadia plans to initiate small clinical study by 3Q25 to support a marketing application.</li>
</ul>



Neuren Pharmaceuticals (NEU AU) received A$56M U.S. royalty income from Daybue in 2024 up 110% from A$27M in 2023. Cumulative income from Daybue reached to A$445M over 2023 and 2024. 
Assuming Daybue U.S. sales guidance is met and an exchange rate of 0.65, Neuren anticipates earning U.S. royalties of A$62–67M, up 15% YoY at mid-point in 2025.
Daybue will be launched in Canada in 3Q25. European approval is expected in 1Q26. For Japan, Acadia plans to initiate small clinical study by 3Q25 to support a marketing application.


Neuren Pharmaceuticals (NEU AU): Daybue US Sales and Geography Expansion to Drive Growth

United States

ACADIA Pharmaceuticals Inc. is a biopharmaceutical company focused on the discovery, development and commercialization of small molecule drugs for the treatment of central nervous system disorders. The company is currently working on the treatment of induced dysfunction in Parkinson's disease ,schizophrenia, neuropathic pain and glaucoma.

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Acadia Pharmaceuticals (ACAD US)

A Bottom Has Been Established; Possible Retest?

In today’s report we outline our belief that the combination of extreme oversold conditions and several key sectors/industries holding above major...

Vermilion Research

MSCI ACWI, STOXX 600 Breaking Out, Adding Fuel for Further U.S. Equity Market Rally

In today’s report we reiterate our bullish U.S. investment thesis, recap significant technical levels across indexes, and highlight attractive...

Vermilion Research

U.S. Equity Strategy: Upgrading Health Care to Overweight

Ongoing bullish developments continue to support our belief that we are in the early stages of a broad-based advance following a nearly 2-year...

Vermilion Research

Neuren Pharmaceuticals (NEU AU): Net Profit Doubles in 1H On Daybue Acceleration; Guidance Restated

Neuren Pharmaceuticals reports strong 1H25 result, doubling net profit with high-teens revenue growth. The company anticipates earning U.S....

Tina Banerjee

Neuren Pharmaceuticals (NEU AU): Daybue US Sales and Geography Expansion to Drive Growth

Neuren Pharmaceuticals got confirmation from the FDA for the primary endpoints for its planned Phase 3 pivotal clinical trial of NNZ-2591 in Phelan...

Tina Banerjee

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

A Bottom Has Been Established; Possible Retest?

In today’s report we outline our belief that the combination of extreme oversold conditions and several key sectors/industries holding above major...

Vermilion Research

MSCI ACWI, STOXX 600 Breaking Out, Adding Fuel for Further U.S. Equity Market Rally

In today’s report we reiterate our bullish U.S. investment thesis, recap significant technical levels across indexes, and highlight attractive...

Vermilion Research

U.S. Equity Strategy: Upgrading Health Care to Overweight

Ongoing bullish developments continue to support our belief that we are in the early stages of a broad-based advance following a nearly 2-year...

Vermilion Research

Neuren Pharmaceuticals (NEU AU): Net Profit Doubles in 1H On Daybue Acceleration; Guidance Restated

​Neuren Pharmaceuticals reports strong 1H25 result, doubling net profit with high-teens revenue growth. The company anticipates earning U.S....

Tina Banerjee

Neuren Pharmaceuticals (NEU AU): Daybue US Sales and Geography Expansion to Drive Growth

Neuren Pharmaceuticals got confirmation from the FDA for the primary endpoints for its planned Phase 3 pivotal clinical trial of NNZ-2591 in Phelan...

Tina Banerjee

Neuren Pharmaceuticals reports strong 1H25 result, doubling net profit with high-teens revenue growth. The company anticipates earning U.S....