Biogen/Eisai to present updated subgroup analyses on their Phase 2 study looking at their Alzheimer's medicine, BAN2401. This antibody binds to amyloid beta protofibrils, reducing plaques in the brain. In this video, I go through Biogen's original data and talk about the problems parsing the Apoe E4+ patients.
The options market is pricing in a 22 pt move in the stock by Oct 26th.
The CTAD 2018 presentation schedule can be found here:
https://www.eisai.com/news/2018/news201886.html
(Note: I said 24th in the video but it's really the 25th)
Other relevant links:
https://www.eisai.com/ir/library/presentations/pdf/4523_180726.pdf
https://alzres.biomedcentral.com/articles/10.1186/s13195-016-0181-2
https://www.ncbi.nlm.nih.gov/pubmed/29317609
https://www.ncbi.nlm.nih.gov/pubmed/27582220
https://www.ncbi.nlm.nih.gov/pubmed/23828104
This is not investment advice