Senior European Biopharmaceuticals Analyst Justin Smith joins host Diana Wood to explore the long-term investment opportunity in Alzheimer’s disease, drawing parallels with the evolution of the multiple sclerosis drug market. Justin discusses how advances in diagnostics, including new blood tests, could drive earlier diagnosis and greater treatment uptake, alongside the next generation of therapies. He also examines Roche’s potential competitive advantage through its brain shuttle technology, the promise of gamma-secretase modulators, and the possibility of combination treatments.
","author_name":"Bernstein Research"}