Following today’s news (Friday 6 July) that Eisai and Biogen have achieved positive top-line results in their Phase 2 trial for BAN2401 in Alzheimer’s patients,

Tom Moore, Senior Healthcare Analyst at GlobalData, a leading data and analytics company, offers his view on the Alzheimer’s pipeline:

‘‘If BAN2401 successfully reaches the market, it is expected to achieve peak sales of over $1bn per year, mostly from the Japanese market. However due to the nature of the Alzheimer’s pipeline, BAN2401 can expect to face fierce competition from other Amyloid-targeting drugs.

“GlobalData’s PharmaPoint Report: ‘Alzheimer’s Disease – Global Drug Forecast and Market Analysis to 2026’ revealed that the global Alzheimer’s market will reach $14.8bn by 2026, at a Compound Annual Growth Rate (CAGR) of 17.2%, so Eisai and Biogen can still expect to achieve significant sales for their product in the face of strong competition. BAN2401 is expected to see particular success in the Japanese market, where physicians have historically shown brand loyalty to products developed by Japanese companies.

Image for publication: please click HERE for chart: ‘Number of Alzheimer’s products by target’

“The positive efficacy data for BAN2401 is encouraging, since it provides further evidence that targeting amyloid plaque formation can translate to positive cognitive outcomes in Alzheimer’s patients. The Alzheimer’s pipeline is currently dominated by products targeting amyloid plaque accumulation, with 100 products currently in preclinical development or later. Eisai and Biogen’s Phase II results provide further evidence that this therapeutic approach could yield efficacious drugs for marketing approval in the near future.’’