Does BAN2401 Actually Work? Upcoming Subgroup Analyses

Biogen/Eisai to present updated subgroup analyses on their Phase 2 study looking at their Alzheimer’s medicine, BAN2401. This antibody binds to amyloid beta protofibrils, reducing plaques in the brain. In this video, I go through Biogen’s original data and talk about the problems parsing the Apoe E4+ patients.

The options market is pricing in a 22 pt move in the stock by Oct 26th.

The CTAD 2018 presentation schedule can be found here:
(Note: I said 24th in the video but it’s really the 25th)

Other relevant links:

Click to access 4523_180726.pdf

*This is not investment advice*
Follow me @matthewlepoire

#breakingbiotech #biotech #biib

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