I have a background in Alzheimer's disease research. The research in Alzheimer's disease is incredibly variable. There is disagreement on the cause of Alzheimer's disease (genetic only accounts for a small minority), and there is even disagreement on the correct animal model to study it on. Based on my experience, the Biogen presentation will not present impressive results. It will likely present data on lower amyloid-beta protein burden on the brain as the drug is a monoclonal antibody designed to target "amyloid-type" targets. I'm guessing they're not going more into detail for proprietary issues, but you should know that there is disagreement whether amyloid is a cause or a result of the disease.
All in all, this recent run of Biogen is short-lived. I would short this, with the next trials bound to fail. We are not at the cure yet. We need better research.
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