News Focus
News Focus
icon url

mike_dotcom

09/26/25 9:45 AM

#501523 RE: leighlogan #501522

"makes blarcamesine a lock" Yea, you can tell by our sinking share price.
icon url

rosemountbomber

09/26/25 11:14 AM

#501538 RE: leighlogan #501522

And LLY will have a hard time getting reimbursement for it.  It could die on the vine.  
icon url

WilliamMunny

09/26/25 11:54 AM

#501540 RE: leighlogan #501522

Well, leighlogan, the approval of LEQEMBI (upon appeal) pretty much made the approval of Kisunla (upon appeal) a lock. With Blarcamesine objectively more efficacious in slowing the decline in cognition and far safer for the patient than either of those mAbs, as well as far easier and less expensive to deliver and monitor, it will now be extremely difficult for the EMA to reject its MAA. I say that before even considering the genomic result of much better cognitive preservation for carriers of (pre-specified) WT Sigmar-1 (i.e., ABCLEAR1 results), let alone the relatively stunning results for those (more than 70% of) WT Sigmar-1 patients who were also carriers of WT COL24A1 (i.e., ABCLEAR3 results).
icon url

powerwalker

09/26/25 3:23 PM

#501549 RE: leighlogan #501522

leigh and William, is it possible that this approval is providing the ground work for EMA to approve Blarcamesine, in that the agency can say to Lilly, Biogen, and the World that it has approved all three AD contenders for use in the EU and may the BEST DRUG win?


GO BLARCAMESINE!!!
Bullish
Bullish