Did China’s At‑Home LEQEMBI Review Just Shift Biogen’s (BIIB) Alzheimer’s Care Investment Narrative?
- Biogen and Eisai previously announced that China’s National Medical Products Administration accepted their Biologics License Application for a subcutaneous, once-weekly at-home formulation of Alzheimer’s therapy LEQEMBI, advancing it into formal regulatory review.
- This move could materially change how Alzheimer’s care is delivered in China by shifting treatment from hospital-based infusions to more convenient at-home self-administration.
- Next, we’ll explore how the potential for at-home LEQEMBI dosing in China could influence Biogen’s longer-term investment narrative.
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