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Lilly’s Donanemab Could Be A Near-Term Aduhelm Competitor

Company Will File For Accelerated Approval

Executive Summary

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. 

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Lilly Targets Aduhelm With Aggressive Plans For Donanemab In Alzheimer’s

Lilly plans a head-to-head study of donanemab versus Biogen’s Aduhelm to see which clears amyloid plaque better and has begun a rolling BLA toward accelerated approval of the Alzheimer’s drug.

Biogen’s Q3 Aduhelm Sales Even Worse Than Expected

Analysts expected at least $12m in third quarter sales, but the Alzheimer’s therapy brought in just $300,000. The company says educating doctors and procuring a coverage determination from CMS – not lower pricing – are key to growth.  

Eisai Bets On Accelerated Approval For Biogen-Partnered Lecanemab

Following Biogen’s lead with Aduhelm, the first disease-modifying Alzheimer’s therapy approved in the US, Eisai began a rolling BLA submission for lecanemab (BAN2401) ahead of next year’s Phase III results. 

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