Evaluating Alzheimer's Disease Treatments
2026-03-04 05:33:01 ET
Alzheimer’s drug development remains fraught with failure, but antioxidant-focused strategies show the most promise compared to anti-amyloid, anti-tau, or anti-inflammatory approaches.
Novo Nordisk ( NVO ) may benefit if its GLP-1 receptor agonists are proven to prevent or delay Alzheimer’s in those with pre-diabetes or diabetes, potentially offsetting current sales pressures.
Anavex ( AVXL ) probably will have to undertake a lengthy, resource-consuming phase 3 trial for blarcamesine; success would drive a rebound, but near-term stock pressure is likely.
Eli Lilly ( LLY ) and Biogen ( BIIB ) have seen stock gains on anti-amyloid antibody drugs, but LLY appears overvalued and anti-amyloid antibody drugs carry significant risks and limited efficacy.
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Evaluating Alzheimer's Disease Treatments
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