BAN2401 Results Validate Eisai/Biogen's Faith In Alzheimer's Amyloid Tack
In the wake of multiple recent drug failures in the Alzheimer's sector, Eisai and partner Biogen announce "impressive" top-line results for an amyloid-targeting antibody that provide important support for the amyloid hypothesis and may also bode well for the companies' lead candidate in the same class.
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Lilly said it will seek accelerated approval in the US based on Phase II data for its amyloid-clearing antibody, potentially narrowing Biogen/Eisai’s newly approved therapy Aduhelm’s time on the market as the only disease-modifying Alzheimer’s drug.
The company told its Q2 call it plans to talk to regulators about a filing strategy for the amyloid-targeting antibody based on Phase II data. Spinraza had a strong quarter, but Biogen’s SMA gene therapy is on clinical hold.
Key strategy updates are coming: GSK will unveil its new R&D approach, Biogen will update investors on its Alzheimer's plans, and investors are keen to find out whether or not Lilly will sell its animal health franchise. Investors will also be keeping an eye on how Gilead is faring with its move into oncology.