Category: Neuro
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The commercial paradox of anti-amyloid Alzheimer’s drugs — the surrogate is cleared and drugs are selling, but regulators, payers and societies brake it at the outcome layer (series close)
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice, not medical advice. All revenue, list-price, prescribing and regulatory figures are attributed to company earnings releases, CMS documents, EMA/PMDA/NMPA filings, or ICER/Value-in-Health reports. Lecanemab-versus-donanemab efficacy and safety comparisons are cross-trial (indirect) and are…
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Plasma pTau217 and the actionability gap — diagnostic accuracy for Alzheimer’s has arrived and is regulated, but “does knowing change the outcome” is a separate, still-unproven axis
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice, not medical advice. All accuracy figures (AUC, concordance, NPV) are attributed to the specific study or assay, and diagnostic accuracy (how well a blood test identifies brain pathology) is kept separate throughout from…
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CNS antisense oligonucleotides — tofersen missed its clinical primary yet was approved, and eplontersen missed its and was not: same modality, opposite regulatory outcome
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice, not medical advice. All trial results, reduction figures and safety events are attributed to the sponsoring trial, company or regulator; cross-trial and cross-indication comparisons are not head-to-head. Surrogate-biomarker results (neurofilament light) are kept…
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Tau and next-generation targets — a closer target to cognition than amyloid, yet the intervention trials keep missing the primary endpoint
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice, not medical advice. All reduction and effect-size figures are attributed to the sponsoring trial or company; several are company press releases or conference presentations rather than peer-reviewed data (noted inline). The tau-versus-amyloid comparisons…
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Anti-amyloid antibodies in Alzheimer’s — the amyloid is cleared, but the clinical curve bends only slightly
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice, not medical advice. All efficacy, biomarker and safety figures are attributed to the sponsoring trial or its primary publication. Amyloid clearance versus clinical benefit are kept strictly separate; cross-trial numbers are never ranked…
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How far has noninvasive “brain-to-text” really come? Reading the headlines against the fine print
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not medical or investment advice. The 30-second version What. A study from Meta AI, ENS and the Basque Center on Cognition (Levy et al., Nature Neuroscience, 30 June 2026; “Brain2Qwerty”) reconstructs typed sentences from noninvasive brain…
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A blood test for Alzheimer’s that predicts when, not just whether — and why 0.945 is the wrong number to quote
Evidence-first notes on bioscience, at the edge of the clinic and the market. Information only — not medical or investment advice. The 30-second version What. A new Nature Medicine study (1 July 2026; Phillips et al., corresponding author C. Cruchaga) reports a 34-marker panel of brain-enriched circular RNAs (circRNAs) measured in blood. Its defensible contribution…