- At this point, Eli Lilly's donanemab performs only a tick better than Biogen's aducanumab/Aduhelm for Alzheimer's disease.
- The FDA may grant accelerated approval to donanemab as it did for aducanumab based on the removal of amyloid plaques as a surrogate biomarker.
- Medicare, though, will probably deny general coverage to donanemab as it did for Aduhelm based on insufficient clinical evidence.
- Investors should consider selling some shares of Eli Lilly given this likely outcome.
For further details see:
Shaky Prospects For Eli Lilly's Donanemab For Alzheimer's Disease