American Invest Hub
  • Politics
  • Investing
  • Business
  • Latest News

American Invest Hub

  • Politics
  • Investing
  • Business
  • Latest News
Business

Could Alzheimer’s treatment drugs be the next big investor opportunity after obesity pills?

by admin January 10, 2025
January 10, 2025
Could Alzheimer’s treatment drugs be the next big investor opportunity after obesity pills?

The search for effective Alzheimer’s treatments is emerging as a promising market, capturing the attention of major pharmaceutical companies and investors alike.

With Bloomberg Intelligence estimating that the Alzheimer’s treatment market could reach $13 billion by 2030, the stakes are high.

Leading firms such as Biogen Inc., Eli Lilly & Co., Novo Nordisk A/S, Roche AG, and UCB SA are heavily investing in research and development, aiming to unlock breakthroughs that could transform the industry.

The market’s potential echoes the recent obesity-drug boom, where effective treatments reshaped public health narratives and drove valuations of companies like Novo Nordisk and Eli Lilly.

“The opportunity remains huge,” said Chris Eccles, portfolio manager at AXA Investment Managers.

“If we get a strong disease-modifying drug and very positive clinical trials, numbers can go back in models and forecasts can be revised upwards quite significantly, quite quickly.”

However, the road to success is challenging, marked by high-profile failures and regulatory hurdles, Bloomberg reports.

Biogen, for example, has experienced dramatic stock swings in the past due to mixed results from its Alzheimer’s drugs.

Drugs from Biogen and Eli Lily available, but come with side effects

Currently, two FDA-approved drugs—Leqembi (from Biogen and its Japanese partner Eisai) and Kisunla (from Eli Lilly)—are available in the US market.

These drugs work by targeting amyloid plaques in the brain to slow the progression of Alzheimer’s in its early stages.

While they represent a significant step forward, they neither halt nor reverse the disease and come with severe side effects, including brain swelling and bleeding.

“It could be a year where we also see a bit more clarity in terms of traction for the drugs that are approved so far,” said Gregoire Biollaz, senior investment manager at Pictet Asset Management.

Biogen and Eisai

Biogen and Eisai are banking on the development of an injectable version of Leqembi that can be administered at home, making treatment more accessible and less burdensome for patients.

Regulatory approval for the same will be a key factor that investors will be watching out for in 2025, as this would mean patients will not have to travel for treatment.

Another related stock, Sweden’s BioArctic AB, discovered Leqembi and earns royalties from its sales.

Its shares have surged more than eightfold since going public in 2017, but have struggled in recent years amid a challenging launch for the treatment.

Eli Lilly

Eli Lilly’s Kisunla received FDA approval in July 2024, and 2025 will provide insight into how it competes against Leqembi in the US market.

Beyond Kisunla, the company is developing remternetug, a next-generation Alzheimer’s treatment being tested as both an infusion and an injection.

The late-stage trial will assess the formulations for amyloid plaque clearance and safety, which could signal whether remternetug will be a better treatment option than Kisunla, according to Bloomberg Intelligence analysts.

Trial results for remternetug could be released at the end of this year or early 2026, according to BI’s Jean Rivera Irizarry.

Novo Nordisk

Novo Nordisk, a leader in diabetes and weight-loss drugs, is exploring whether its blockbuster drug semaglutide could help reduce Alzheimer’s risk.

Early studies indicate promising results, and a pivotal late-stage trial is expected to yield data in the second half of 2025.

Bank of America analysts have suggested that a positive outcome could boost Novo Nordisk’s stock by 10%-15%.

However, they also caution that Alzheimer’s research is inherently high-risk.

Roche

Roche is leveraging its brain shuttle technology with the development of trontinemab, a drug designed to clear amyloid plaques by crossing the blood-brain barrier.

The company is awaiting more data before deciding whether to proceed with late-stage trials, and UBS Group AG analyst Colin White sees this data potentially being available in the first half.

This follows Roche’s earlier disappointment with gantenerumab, which failed to meet expectations.

UCB’s cautious optimism

Belgium-based UCB SA is evaluating whether to proceed with its drug bepranemab, following a mixed mid-stage study in 2024.

While the trial missed its primary endpoint, it showed the drug slowed cognitive decline and reduced the accumulation of tau protein in brain cells.

Analysts like TD Cowen’s Stacy Ku view bepranemab’s clean safety profile as an asset, especially for potential combination therapies.

The post Could Alzheimer’s treatment drugs be the next big investor opportunity after obesity pills? appeared first on Invezz

0
FacebookTwitterGoogle +Pinterest
previous post
Parody or official? X’s new labels aim to end the confusion
next post
Why analysts see Indian food delivery giant Swiggy’s shares surging up to 46%

Related Posts

Volkswagen share price sits at a make-or-break level

September 16, 2024

US Steel CEO asserts confidence in $14.9 billion...

September 25, 2024

Southwest Airlines faces FAA audit over string of...

July 25, 2024

Rolls-Royce share price is recovering: is it a...

April 10, 2025

Bitcoin approaches new all-time high after surpassing $65,000

March 5, 2024

Boeing taps aerospace veteran Ortberg to replace Dave...

August 1, 2024

Strava to acquire Runna amid surge in demand...

April 17, 2025

Alibaba stock price forecast: BABA could surge 90%...

November 12, 2024

Salesforce UK chief calls for tailored AI regulations...

October 11, 2024

Asia markets update: Stocks climb despite Trump’s tariff...

March 15, 2025

    Stay updated with the latest news, exclusive offers, and special promotions. Sign up now and be the first to know! As a member, you'll receive curated content, insider tips, and invitations to exclusive events. Don't miss out on being part of something special.


    By opting in you agree to receive emails from us and our affiliates. Your information is secure and your privacy is protected.

    Latest News

    • Interview: Strategic location gives Brazil Potash cost advantage in domestic fertiliser market, says CEO Matt Simpson

      June 1, 2025
    • Canada’s Q1 GDP expands by 2.2%, driven by exports spike ahead of potential US tariffs

      June 1, 2025
    • President Trump to host farewell for Elon Musk as DOGE leader steps away

      June 1, 2025
    • UK’s digital banks face divergent fortunes: Starling stumbles, Monzo and Revolut soars

      June 1, 2025
    • Trump wants Apple to shift iPhone production from India to the US: here’s what it means

      May 18, 2025

    Categories

    • Business (3,032)
    • Investing (2,462)
    • Latest News (1,994)
    • Politics (1,530)
    • About us
    • Contact us
    • Privacy Policy
    • Terms & Conditions

    Disclaimer: americaninvesthub.com, its managers, its employees, and assigns (collectively “The Company”) do not make any guarantee or warranty about what is advertised above. Information provided by this website is for research purposes only and should not be considered as personalized financial advice. The Company is not affiliated with, nor does it receive compensation from, any specific security. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendation. Any investments recommended here should be taken into consideration only after consulting with your investment advisor and after reviewing the prospectus or financial statements of the company.

    Copyright © 2025 americaninvesthub.com | All Rights Reserved