Alzheimer’s Update: Amyloid Hypothesis Lives On At Biogen, Lilly, Merck, Pfizer, Roche
Biogen rose and fell based on the company’s latest aducanumab results, but the Clinical Trials on Alzheimer’s Disease meeting Dec. 8-10 showed that regardless of Lilly’s Phase III solanezumab failure, companies continue to invest in amyloid and other hypotheses, including BACE, gamma secretase and other programs.
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Biogen surprised investors with news that it will file aducanumab with the FDA based on data from more patients treated at the highest dose than in the interim futility analysis that led to termination of two Phase III studies in March.
The first three months of the year should bring late-stage clinical trial read-outs for a range of novel products including Johnson & Johnson's esketamine, Esperion's bempedoic acid, ImmuPharma's Lupuzor and VBL's gene therapy for brain cancer.
Biogen secures stronger economics for the Phase III Alzheimer's disease drug in the US and Europe in the joint development/commercialization agreement; Eisai picked up rights to Biogen's MS portfolio in Japan and other Asian markets.