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Initial take on Diranersen Ph2 Alz tau data at AAIC-20260714
摩根士丹利· 2026-07-14 23:09
July 14, 2026 02:28 PM GMT Biogen Inc | North America Initial take on Diranersen Ph2 Alz tau data at AAIC Investigators presented full data for BIIB's diranersen (BIIB080; anti-tau ASO) Ph2 Alzheimer's trial at the AAIC conference and we offer our key takeaways below. See our prior note on our outstanding questions HERE, and our CDI preview note HERE. We see the Ph2 data as most similar to our Scenario 2 (still no credible explanation for lack of dose response, but data generally consistent with prior topli ...