Every Little Helps, page-2

this morning's Eisai & Biogen BAN2401 news was very encouraging too.
https://www.prnewswire.com/news-releases/eisai-and-biogen-inc-announce-us-fda-grants-breakthrough-therapy-designation-for-lecanemab-ban2401-an-anti-amyloid-beta-protofibril-antibody-for-the-treatment-of-alzheimers-disease-301318796.html

right now the some big bear cases on CGS are that
1. Aduhelm fail to prove in the large trial by 2029, and be withdrawn from market, which cut the healthcare usage of CGS again => cash flow beyond the 10 year deal at risk;
As other late stage drugs such as BAN2401 move forward, this risk gets mitigated.

2. Development of alternative drugs especially the ones targeting different pathogen hypothesis to Aduhelm gets discouraged hence reducing near term clinical trial volume for CGS, which concern I do not agree with. Aduhelm FDA controversial approval just showed the candidates a lower threshold to conquer, and that should encourage all explorers instead of discourage.
The more the likes of Actinogen proceed with further trials, the better this bear case is disproven.