Don't let Biogen's AD drug scare you ...Just like I warned that Biogen's firs AD drug wasn't going to matter.
I'm going to tell you that Biogen's second AD drug doesn't matter.
You have to be able to understand what's going on here ...
1. At $30,000 a year it's a very expensive and time-consuming drug.
2. Brains are swelling and people are dying - so potential users will need to think about the side effects.
3. At 27% improvement in AD decline ... most likely won't be able to tell there's much improvement. Will see if that number even holds up over time.
4. If the second drug suffers the same fate of the first drug, the price will be slashed and we'll see if demand increases.
4. It's science and maybe it's an improvement over what was possible ... but ... it definitely isn't a solution to the AD problem.
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Keep in mind that drug developers who take inflammation seriously and look to reduce brain inflammation ... there will likely be the real winners in the race to solve AD.
5. For now ... the Exelon market hasn't changed and Biogen's new drug really isn't competing in the same space.
That's just reality.