yes, big news. Bapineuzumab and others just got passed for pre-dementia (Early) AD. Smart for Roche. Dumb for PFE/JNJ. Amazing that Bapineuzumab has lost so much competitive advantage (in terms of time) over the past few years
am going to do some DD on morphoSys this week. I want to find out more about the milestones and royalties. This indication is a mega market, and if bapineuzumab fails, but looks promising in mild AD, this could be a great investment.