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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