Breaking Biotech

024 - Does BAN2401 Actually Work? Upcoming Subgroup Analyses


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Biogen/Eisai to present updated subgroup analyses on their Phase 2 study looking at their Alzheimer's medicine, BAN2401. This antibody binds to amyloid beta protofibrils, reducing plaques in the brain. In this video, I go through Biogen's original data and talk about the problems parsing the Apoe E4+ patients. The options market is pricing in a 22 pt move in the stock by Oct 26th. The CTAD 2018 presentation schedule can be found here: https://www.eisai.com/news/2018/news201886.html (Note: I said 24th in the video but it's really the 25th) Other relevant links: https://www.eisai.com/ir/library/presentations/pdf/4523_180726.pdf https://alzres.biomedcentral.com/articles/10.1186/s13195-016-0181-2 https://www.ncbi.nlm.nih.gov/pubmed/29317609 https://www.ncbi.nlm.nih.gov/pubmed/27582220 https://www.ncbi.nlm.nih.gov/pubmed/23828104 This is not investment advice Follow me @matthewlepoire www.breakingbiotech.com
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Breaking BiotechBy Matthew Lepoire

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