ESALF - Eli Lilly And Alzheimer's Disease: The Paucity Of Progress

2024-06-17 17:58:14 ET

Summary

• An FDA advisory committee voted 11-0 in favor of Eli Lilly and Company's donanemab for the treatment of early Alzheimer's disease.
• Donanemab has no effect on non-APOE4 carriers, may slow the decline of APOE4 carriers closer to that of non-carriers, and may cause brain swelling and brain bleeds in APOE4 carriers.
• Alternative treatments like ALZ-801 (for APOE4 carriers) and Anavex's blarcamesine (for those with functioning sigma-1 receptors) show promise in clinical trials.
• The potentially slow roll out of donanemab, potentially fatal side effects, and more effective and safer treatments may have a modestly negative impact on Eli Lilly's stock.

On June 10, 2024, an FDA advisory committee voted unanimously (11-0) that the Eli Lilly and Company ( LLY ) anti-amyloid antibody drug donanemab was effective for the treatment of early Alzheimer’s disease and that the risks of brain bleeds and swelling were outweighed by the benefits of treatment....

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