Where is the next growth point in the sales of Bojian Alzheimer's disease new drug?

As the Waterloo battlefield in the development of new drugs, the Alzheimer's disease field has a clinical failure rate of 99.

01 Aduhelm sales growth is slowor will lay off staff to control costs

Despite the twists and turns, Wall Street and the industry generally believe that the drug’s peak sales revenue will reach 10 billion U.

So what is the current sales situation of new drugs? Even Bojian admits that sales progress is much slower than expected

How slow? Currently, only about 100 patients have started using this drug

What is the reason for such slow growth? One of the key obstacles Bojian faces is the reluctance of various payers to pay for its expensive treatments

In addition, the Neurology Center in Washington, DC has taken a strict stance on Aduhelm

Due to the slow use of the Alzheimer's disease drug Aduhelm, Biogen may suffer a loss of US$20 billion

02 Where is Bojian's next growth point?

September 22 is Bojian’s R&D Day, which is a good opportunity for pharmaceutical manufacturers to show the prospects of their pipeline to outside investors

Facing investors’ doubts, Bojian’s response emphasized that it takes time to upgrade the infrastructure and open up payment and medical insurance for the first innovative drug.

Drugs in the third clinical phase of Bojian’s pipeline (from Bojian’s official website)

Analysts at Jefferies, an investment bank, believe that Bojian’s pipeline of drugs to treat Alzheimer’s disease, amyotrophic lateral sclerosis (ALS) and lupus should each have a potential value of US$1 billion

In terms of mergers and acquisitions, Bojian did not have particularly large mergers and acquisitions or licensing agreements in 2021

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