The positive results reported by Biogen-Eisai will increase investor focus on near-term anti-amyloid beta monoclonal antibody readouts from Roche AG RHHBY and Eli Lilly & Company LLY, Goodman said in the note.
Roche is evaluating a candidate called gantenerumab in the GRADUATE Phase 3 study. The Swiss pharma giant is expected to read out from the study in the fourth quarter.
Lilly, for its part, will release results from the TRAILBLAZER ALZ-2 study of donanemab, another amyloid-targeting Alzheimer's candidate, in the first half of 2023.
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