Biogen and Eisai's Injected Alzheimer's Drug Works, but Safety Questions Linger

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Biogen and Eisai's Injected Alzheimer's Drug Works, but Safety Questions Linger
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Wall Street analysts say Biogen and Eisai could secure Food and Drug Administration approval for their injected Alzheimer’s drug.

A new class of Alzheimer’s treatments has proven a commercial disappointment over the past two years, but the Japanese pharmaceutical firm Eisai reported new data late Wednesday that analysts say could boost uptake of the drug it sells with Biogen.

Patients currently on Leqembi must travel twice monthly to infusion centers for an hourlong infusion, which can be a challenge for Alzheimer’s patients suffering from cognitive impairment or dementia. A subcutaneously injected version of Leqembi could theoretically be administered at home. “In our opinion these results suggest that Leqembi is viable,” TD Cowen analyst Phil Nadeau wrote late Wednesday. He said that the biggest risk was that regulators might ask Eisai for an additional trial testing a lower dose of the new injection to try to achieve lower ARIA rates. He rates Biogen stock at Outperform with a $305 target price.

Wall Street has remained skeptical, and peak sales expectations are nowhere near the $20 billion per year that analysts in 2021 projected Aduhelm would eventually hit.

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