Re: Biogen/Eisai Scrap Aducanumab
in response to
by
posted on
Mar 25, 2019 11:45AM
Cabel - I don't think it is correct to assume that testing will only be for/against vascular dementia. This is a double blinded study and post hock analysis will be studied for years to come. Just like when they found that ABL worked better with Crestor versus Lipitor for plaque regression they may find that for Alzheimer's/dementia ABL works better with one drug versus others. I'm sure they will be looking at all kinds of variables between the treated group and placebo group for years to come. Look at the amount of data that has been presented for the first time over the last year, specifically regarding dementia that was garnered from the ASSURE trial. There seems to be no question that the CKD market is significantly larger than both of the other two. That is one of the reasons I think the mean share price in the contest is dramatically low. Many investors have only taken into account the value of the potential diabetic CVD market because those are the only compairables they have considered.
From my research it looks to me that both the Alzheimer's/dementia and the CKD market will be larger than the diabetic CVD market for ABL if we have a successful trial. It is possible that we will have success in both of the two sub study areas without success in diabetic CVD area but that will come with a whole lot of pain in between.
tada