© Reuters. Morgan Stanley sees Eli Lilly’s (LLY) Donanemab attaining larger price of ARIA
By Sam Boughedda
Eli Lilly (NYSE:) is a catalyst-driven thought at Morgan Stanley, analysts stated in a word Friday, based mostly on Topline Ph3 knowledge for the corporate’s Alzheimer’s drug Donanemab, which is anticipated within the second quarter.
“Eli Lilly plans to report topline 18-month donanemab Ph3 TRAILBLAZER-2 leads to 2Q23. This would be the third Ph3 Alzheimer’s readout following optimistic Biogen/Eisai lecanemab CLARITY AD outcomes and detrimental Roche gantenerumab GRADUATE I/II outcomes,” defined analysts.
The analysts outlined six potential situations that might play out, together with:
Donanemab achieves higher efficacy and an analogous/decrease price of ARIA.
Donanemab has higher efficacy and the next price of ARIA.
Donanemab performs at a comparable efficacy and related/decrease price of ARIA.
Donanemab achieves a comparable efficacy and the next price of ARIA.
Donanemab has decrease efficacy, however the outcomes are statistically important.
or the Donanemab examine fails.
Morgan Stanley’s base case is state of affairs 4 which might see Donanemab have a comparable efficacy and better price of ARIA.
General, analysts stated the agency is concentrated on cognitive enchancment and charges of symptomatic ARIA as key standards to check Dmab to lecanemab.
