Solanezumab is another failed Alzheimer's drug

Eli Lilly and Co ($LLY) announced today in a press release that two phase 3 Alzheimer's trials with their monoclonal antibody, solanezumab, failed to reach primary endpoints but that pooled data appeared to show a slowing of cognitive decline. Some analysts think this is a trial failure...

  1. Lilly shares rose in trading despite the news. However, hope that there was a silver lining to the data started to turn into hype by some media outlets and analysts:
  2. Treatment shows promise to slow Alzheimer's progression usat.ly/Rix2rf
  3. On @MarkSchoenebaum call, he reminds that FDA guidance calls for functional AND cognitive improvement for approval. #solanezumab $LLY
  4. Lilly & its Big Alzheimer's Bet Missed Primary Endpts.. But here's why some see a silver lining bit.ly/P7G5w7 #pharma $LLY #alzheimer
  5. A bit surprised that some people are seeing positive news when $LLY solanezumab did NOT slow the progression of Alzheimer's #failedtrial
  6. However, Alzheimer's patients and their caregivers should not have raised hopes from a hyped subset data that may be meaningless. None of the primary endpoints were met and some analysts and commentators considered this a failed trial:
  7. @John_LaMattina @scotthensley Every time I see a 2ndary analysis like this the only hope being kept alive is the CEO's - to keep his job
  8. @JohnCFierce @John_LaMattina @scotthensley let's be honest, taking comfort in subsets of secondary endpoints is a bit of a Hail Mary at best
  9. @JohnCFierce agree completely but seriously, pooling data from 2 trials in unspecified analysis is a small biotech trick.
  10. Absolutely. And it worked! RT @MaverickNY: agree completely but seriously, pooling data in unspecified analysis is a small biotech trick.
  11. @JohnCFierce can you imagine an oncology co announcing a failed trial and saying oh but we have a subset that sorta works, let's go w/ that!
  12. @JohnCFierce @MaverickNY <pooling data in unspecified analysis is small biotech trick.>Trick occasionally used by Big Pharma: eg $ABT Xinlay
  13. @DewDiligence @JohnCFierce it's always best to nail the subsets in ph 2 and then run your ph3 trials in the mostly likely group.
  14. Experts believe that if is a meaningful effect in a small sub-set of patients then Lilly should run another trial. 
  15. @scotthensley @JohnCFierce I hope that this isn't the case. It's going to cost a lot of $ for Lilly to show that this trend is real.
  16. @sciencescanner @scotthensley @JohnCFierce If LLY really believes the data, they'll run another p-3 trial. Their actions will be revealing.
  17. @John_LaMattina @JohnCFierce @scotthensley in theory, that may well be needed by FDA if overall trial missed primary endpoints $$$$
  18. @MaverickNY @JohnCFierce @scotthensley Agree. But will LLY run another phase 3 program to demonstrate their faith?
  19. @MaverickNY They'd have to run another Phase III. I'd really like to see the data on this.
  20. Lilly may appear desperate for positive results in an indication such as Alzheimer's where there is a real unmet need for effective treatments and their late pipeline is thin:
  21. @MaverickNY @natesadeghi LLY is in desperate pipeline shape, and has to grab at what they can. Combine that with desperate patients. . .
  22. @scotthensley Patients and investors should demand better. Time for a CEO change. $LLY

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Pieter Droppert

Consultant, Blogger on Science & Medicine

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