Biogen, Eisai Report BAN2401 Seemingly Positive In Alzheimer's; Others Skeptical

Further new data for the Biogen and Eisai drug BAN2401 appear to show it significantly reduces amyloid plaque and cognitive declines in Alzheimer's patients in a dose-dependent manner, but a lot of questions – and skepticism about the data – remain.

The question mark in a number of
QUESTIONS REMAIN OVER NEW BAN2401 DATA • Source: Shutterstock

Biogen Inc. and Eisai Co. Ltd. reported that the highest dose of BAN2401 significantly cleared amyloid from the brain and improved cognition in patients with mild Alzheimer's disease, but questions remain about the exclusion of certain individuals from the high dose arm and whether that confounded the results from the large Phase II trial.

Reflecting some investor uncertainties over the data, Biogen's stock declined by more than 11% in after-hours trading after Eisai Chief Medical Officer Lynn Kramer reported the much-anticipated detailed results at 18 months from the 856-patient Study 201, presented on July 25 as a

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