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(AOF) – Biogen is expected to rise by 4.0% in pre-market after having announced positive results yesterday in a clinical trial of its experimental treatment against Alzheimer’s disease, developed in collaboration with the Japanese group Eisai. According to the press release published yesterday, the Clarity AD trial showed that lecanemab allowed a 27% slowing of cognitive decline compared to placebo at 18 months.
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An inevitable race for new blockbusters
The patent for Merck’s star product, the cancer drug Keytruda, which accounts for more than 35% of its sales, expires in 2028. Despite the loss, since 2019, of the patents for its three star products (Avastin, Herceptine, Rituxan) Roche was able to renew its portfolio by bringing new molecules to market. However, the discovery and launch of new drugs are increasingly expensive. AstraZeneca spends about $6 billion a year on R&D in a pharmaceutical industry where the life of a patent only lasts ten to fifteen years. This leads laboratories to withdraw from certain activities. Thus J&J, Pfizer, GSK and, no doubt, Novartis soon prefer to refocus on specialty drugs and abandon any ancillary activity.
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