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Alzheimer‘s Diagnostics AlphaSense Edition: Flagging Recent Views on BBM Market

发布日期: 2026-07-01研究机构: Jefferies报告页数: 9原文语言: English证据页码: 1

研报英文原文证据摘录

Alzheimer‘s Diagnostics AlphaSense Edition: Flagging Recent Views on BBM Market

USA | Life Science Tools & Diagnostics EquityJulyResearch1, 2026

Alzheimer's Diagnostics AlphaSense Edition:

Flagging Recent Views on BBM Market

In this addition to our blood-based biomarker series, we synthesize insights

from recent AlphaSense expert transcripts across the Alzheimer’s landscape.

Below we highlight key takeaways regarding the expanded use of blood-based

biomarkers (BBMs) and market share dynamics in the biomarker detection

space.

Neurologist in California private practice. BBMs continue to gain traction as out-of-pocket costs

have declined from entirely patient paid to $99/test or largely reimbursed. Insurers have recognized

the favorable economics of BBMs vs. PET due to the latter’s cost in the long-term (10x that of blood

tests).

Professor of Neurology at WashU. 1) ATT adoption. Early identification remains critical to

maximizing treatment benefit with 75-80% of early-stage patients opting for treatment once

referred. However, broader adoption remains constrained by limited awareness by PCPs, referral

delays and a lingering negative perception from the controversial Aduhelm launch; 2) BBM

accuracy. BBMs (especially p-tau217) are approaching equivalent accuracy levels as CSF/PET

with a clear path to progress as the primary screening tool over time, which will enable earlier

detection. However, PET remains relevant for confirmation purposes in cases where AD is less

clear-cut; and 3) test commercialization. BBM testing is becoming commoditized with multiple

tests (Fujirebio Lumipulse, PrecivityAD2, DGX/LH tests) offering relatively comparable results.

Competition will shift toward accessibility and distribution, where national reference labs are viewed

as well-positioned.

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