RE:RE:Taurx resultsHere's an interesting comment on a Genting forum...
"Breaking News
In surprise move, FDA delays decision on Lilly’s Alzheimer’s drug, will convene advisory committee
The FDA has pushed back its decision on Eli Lilly’s highly anticipated Alzheimer’s drug donanemab and plans to convene an advisory committee to review it, a surprise delay for a treatment that many experts thought would be approved with relative ease.....
I suspect Rob Calff may join Lilly after his retirement as FDA Commissioner. Califf has been very outspoken praising Donanemab several times (similar to Billy Dunn's cosy relationship with Biogen). Lilly's donanemab will still get their FDA approval like Lecanemab, then interest in Donanemab will dwindle down because of huge ARIA issues and deaths. Lilly's data include low Tau vs high Tau patient groups. They start to realise Tau is the real driver of AD, much more important as a drug action target compared to amyloid deposits.
Last week, Lilly's mkt cap was over usd750B with PE almost 150. I think Lilly could be a potential buyer. Many strong competitors coming into diabetes and weight loss market. Lilly needs an outstanding AD drug to support their sky high valuation. They need to get their hands on an "orally taken" AD drug that can work very well with no ARIA issues and excellent safety record. Just my personal views."
FYI -- Amyloid-related imaging abnormalities (ARIA) are abnormal differences seen in magnetic resonance imaging of the brain in patients with Alzheimer's disease. ARIA is associated with anti-amyloid drugs, particularly human monoclonal antibodies such as aducanumab