Biotech Values

[DewDiligence]

LLY—Would be interesting to hear the deliberations with the agency on next steps, and to hear the deliberations within the agency as well.

I think the discussions will be pedestrian: FDA will tell LLY to run new phase-3 trials in a narrower patient group, which LLY will probably decline to do.

Agree that the amyloid hypothesis per se is not quite dead, but the prospects for Solanezumab almost certainly are.