It looks as if Mr. Market knows something that we don't about Lecanemab results later this month.
Does anyone have a view on the drug? How do you see the reimbursement possibility (in the US) after CMS's decision about Aduhelm (and all other monoclonal drugs for AD)?
Even if Lecanemab is successful, it won't be covered by CMS (other than further trials)... so what are these sponsors thinking about when they're pushing their drugs?
Ann: Annual Report, page-10
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