Biogen’s Aduhelm Competitors Boosted By Final CMS Coverage Decision
Eisai, Roche, Lilly Will Have Efficacy Data Much Sooner
The Center for Medicare and Medicaid Services’ final decision on Medicare coverage favors anti-amyloid antibodies approved for Alzheimer’s disease based on efficacy rather than biomarker data.
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Aduhelm commercialization was a bust, so Biogen’s next big hope for a potential blockbuster Alzheimer’s therapy is partner Eisai’s amyloid protofibril-targeting antibody lecanemab.
Tirzepatide shows ability to produce a mean 52-pound weight loss at 72 weeks, setting up a market showdown with Novo’s Wegovy. Lilly’s quarterly call included reassurance about donanemab for Alzheimer’s and high growth for its COVID-19 antibody.
Biogen has withdrawn its filing of the Alzheimer’s drug before the EMA could reject it for the second time, perhaps hoping it could return with better data.