In this episode of Need to Know, our series covering the topics and issues influencing markets and the global conversation, Jean Rivera Irizarry, Ph. D., Senior Biotech Research Associate at Bloomberg, discusses how new drugs for Alzheimer’s disease could change the treatment landscape — and transform the market.
While this new class of drug is not a functional cure, he explains, it’s a promising first step after years of failed trials and no approvals, and one that has major implications for investors. “There’s a huge unmet need and a huge opportunity in the market as long as this is done effectively and safely,” he says. “In 2024, analysts are expecting around 500 million in revenue for both of these drugs, but that number could go up to 12 billion by 2030.”