Alzheimer’s Disease | Disease Landscape & Forecast | 2024
Eisai / Biogen’s Leqembi (lecanemab) has launched for the treatment of early AD in the United States and Japan. However, it is facing challenges in Europe, including a negative opinion from the EMA’s CHMP and a decision by the U.K. NICE not to reimburse the drug nationally, despite MHRA approval. Eli Lilly’s Kisunla (donanemab) received FDA and PMDA approval in 2024, setting the stage for intense competition as both MAbs are aimed at realizing the unfulfilled potential of a DMT for early AD. The drug also received MHRA approval but NICE rejected reimbursement for the drug. We expect additional filings for maintenance IV / SC dosing and SC delivery of lecanemab (induction + maintenance) in the G7 markets. Other DMTs may soon follow in the United States and potentially other markets (e.g., Eli Lilly’s remternetug, Novo Nordisk’s semaglutide). Meanwhile, novel therapies (Axsome’s Auvelity and BMS’s Cobenfy) are progressing through late-phase development to treat the neuropsychiatric symptoms of AD. The launch of these potential blockbusters could meaningfully alter the dynamics of this market, driven by clear need, strong market demand, and premium pricing.
- How will competition between anti-beta-amyloid (anti-Aβ) MAbs evolve in the AD market through 2033?
- What do KOLs think of recently approved therapies (e.g., Otsuka / Lundbeck’s Rexulti) as well as key symptomatic therapies and DMTs in development for AD?
- What is the likely uptake for Axsome’s Auvelity and BMS’s Cobenfy if they launch for AD agitation and psychosis, respectively?
- What are the drivers of and constraints on the AD market, and how might they change over the forecast period as premium-priced agents enter the market?
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