Biogen's Aduhelm (Aducanumab) is approved under accelerated approval by the FDA for patients with Alzheimer's Disease. This shatters the bear narrative surrounding Biogen and signals a bullish turn for other CNS companies. However, the FDA is in a difficult spot given they will be forced to make more decisions about CNS assets that show no clinical efficacy, but have an impact on biomarkers. In this episode, I also touch on data updates provided by Curis and Replimune.

Check out our NEW sponsor: BiopharmIQ, which is the best place to get consolidated information about small-mid cap biotechs. Use my link here to let them know that I sent you: https://bit.ly/3iwVGbu

Presentation slides: https://drive.google.com/drive/folders/1MENe3kFzFosR6-ALPoY9ovpXXcERH_j3?usp=sharing Help out the show (or join the discord) by becoming a patron at: https://www.patreon.com/breakingbiotech Follow me on twitter @matthewlepoire Send me an email [email protected] www.breakingbiotech.com #breakingbiotech

Disclaimer: All opinions expressed by Matt (or his guests) in this podcast are solely his opinions. You should not treat any opinion expressed by Matt in this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Matt's opinions are based upon information he considers reliable, but Matt cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt is not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed in this podcast. #biotech