Lilly also has a BACE inhibitor in ph 1 and seem pretty excited about it. i think it is a much better target than gamma secreatase as gamma affects many substrates and the APP pathway is one of 100 other things it impacts. The cognitive worsening and side effects in Lislly's GSI were almost entirely due to notch.
the BMS GSI product has more abeta to notch selectivity, but at the higher doses had cognitive worsening as well. And at the lower doses, it showed no biomarker impact, but did have 4 cases of skin cancer. I think it should be killed