Biotech Values

[masterlongevity]

gantenerumab is testing in MCI/prodromal. It is between asymptomatic and mild to moderate AD. I think the chance of success is reasonable in this space but higher in asymptomatic. I think roche is doing the right thing with gantenerumab. they used a pivotal 2/3 to pass bapineuzumab in the MCI hunt. I'm not sure it will work, but it was a good strategy.

By the way, the bapineuzumab ApoE carrier trial finished on Apr 20th per clinicaltrials.gov. Although JnJ/PFE have always stated that they would release the results of the APoE carrier and non-carrier trials together, My guess is that they would have released a PR if it was positive. It makes sense to wait if the data is negative or mixed so the data can be reviewed in aggregate. But since the carrier trial supposedly has the lowest chance of success, then a positive there would have been Material IMHO, as well as they would be happy to speedily get out the topline