New Alzheimer's drugs from Ei­sai and Lil­ly: Ex­pec­ta­tions set at $10B+ in com­bined sales by 2030

An FDA ap­proval for Eli Lil­ly’s amy­loid-tar­get­ed Alzheimer’s drug do­nanemab seems all but cer­tain, and it’s now pre­dict­ed that do­nanemab and Leqem­bi, the Alzheimer’s treat­ment de­vel­oped by Ei­sai and Bio­gen, could bring in $10.2 bil­lion in com­bined sales in 2030.

For do­nanemab, SVB Se­cu­ri­ties “in­creased ap­proval odds from 60% to 100%,” ac­cord­ing to a note pub­lished Mon­day, and pro­ject­ed that sales would grow from about $465 mil­lion in 2024 to $3.2 bil­lion in 2030. Ei­sai ex­ecs in March pro­ject­ed $7 bil­lion (1 tril­lion yen) in world­wide Leqem­bi (lecanemab) sales by 2030, with plans to con­vert Leqem­bi’s ac­cel­er­at­ed ap­proval to a full ap­proval this sum­mer.

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