aducanumab fate (opinion)After reading about aducanumab, I suspect that it has reached the end of the road.
Per the previous post, the consensus seems to be that another PHIII trial is needed.
If aducanumab were in a vacuum, sure, they would do another PHIII. But it is not. BAN2401 is going into its second PhIII already.
If I were Biogen, I would not sink more time, money, and resources into a third PHIII, because they are already partnered with the BAN2401 trial. And BAN2401 data looks much better, per the review paper posted yesterday.
From the FDA side, they must be seeing the same picture. And the FDA is currently needing to appear stringent and data-based due to all the COVID vaccine concerns.
So in March, I predict aducanumab gets a NO from the FDA.
What does that mean for PMN? Certainly, there appears to still be support for the mechanism, both in theory and based on the BAN2401 data.
Is PMN310 better than BAN2401? That is the question. In that answer lies our fate.