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AAIC 2026 Preview: Tau and Brain-Shuttle Take Center Stage; BIIB/IONS's CELIA Full Data in Focus

发布日期: 2026-07-10研究机构: Guggenheim Securities LLC报告页数: 8原文语言: 英语证据页码: 3

研报英文原文证据摘录

AAIC 2026 Preview: Tau and Brain-Shuttle Take Center Stage; BIIB/IONS's CELIA Full Data in Focus

e highest-signal real-world dataset of

the conference for the anti-amyloid class, in our view. The session will cover lecanemab use

by APOE ε4 status, sex, and race/ethnicity; once-monthly maintenance dosing outcomes;

first-reported findings of at-home subcutaneous lecanemab administration; physician and

patient satisfaction with maintenance therapy; and real-world maintenance patient pathway.

Watch for real-world ARIA rates, discontinuation patterns, and cognitive trajectories in

diverse community-practice settings.

Sunday July 12, 4:15–5:45pm BST — Developing Topics Session: "Lecanemab

Subcutaneous Formulation in Early Alzheimer's Disease: Emerging Clinical Evidence

and Practical Use Considerations" (ESAIY/BIIB). Emerging clinical evidence and

practical use considerations for the subcutaneous formulation. Watch for (i) ARIA rate, (ii)

efficacy outcomes and (iii) feedback from patients/caregivers surveys.

4. Our Selection of Emerging MoAs — checkpoint

immunotherapy, anti-Aβ oligomer-selective, TREM2, CETP, and

more

Beyond amyloid and tau, we will track a broader set of novel-mechanism programs. Key

highlights:

Tuesday 9:52am oral presentation — "First-in-human • Immune checkpoint blockade:

clinical data from IBC-01-01: immune checkpoint blockade targeting PD-L1 in early

Alzheimer's disease" — clinical data from the first immune checkpoint blockade

program to advance into AD clinical development, representing a mechanistically novel

therapeutic approach for this indication. The preclinical rationale is presented immediately

beforehand at 9:42am — "The Role of Immune Checkpoint Molecules in Regulating

Microglial Function in AD" (Academic).

• Aβ oligomer-selective agents:

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