Tag: science
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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…
Uthando Nethemba 