Everything tagged "alzheimer s" across research, earnings, and macro.
3 articles
Biogen’s business has stabilized, with growth products and LEQEMBI helping offset legacy MS pressure. The stock still looks reasonably priced for a selective Buy as cash flow and mix improve.
Biogen’s selloff looks backward-looking. A newly approved home-start LEQEMBI formulation and fresh real-world stability data make the Alzheimer’s story easier to scale, not harder to believe.
Axsome has evolved into a commercial CNS growth story, led by AUVELITY’s rapid prescription gains and a newly expanded Alzheimer’s agitation opportunity. The stock looks attractive on execution, but valuation and ongoing losses keep it from being a low-risk idea.
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