New long-term data on Eisai Co., Ltd./Biogen, Inc.’s early Alzheimer’s disease medicine Leqembi (lecanemab) presented at the Alzheimer’s Association International Conference (AAIC) indicate that chronic treatment has a better effect than short-term treatment, possibly negating what was thought to be a potential advantage for Eli Lilly and Company’s competing anti-amyloid antibody Kisunla (donanemab).
Key Takeaways
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Eisai and Biogen have a first-to-market advantage in early Alzheimer’s disease with Leqembi, but a second anti-amyloid antibody has reached the market from Lilly with potential dosing advantages.
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Leqembi has a dual mechanism of action of both amyloid plaque clearance and protofibril removal, the latter of which may justify ongoing treatment versus Lilly’s limited-term Kisunla dosing
Leqembi has been on the market in the US since receiving accelerated approval in January 2023, giving it a year and a half lead over Lilly’s Kisunla, which the US Food and Drug Administration approved in early July
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