NeuroMarket Pulse — July 1, 2026
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Biogen will disclose full CELIA Phase 2 data for its tau-targeting antisense oligonucleotide diranersen at AAIC 2026, testing whether the post-amyloid Alzheimer’s thesis can survive a primary-endpoint miss even as robust tau biomarker reductions keep the program alive.
Today’s top developments:
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What to Watch
- Tavapadon PDUFA — AbbVie’s (Cerevel) first-in-class D1/D5 partial agonist for Parkinson’s, filed September 26, 2025, has an FDA decision expected around mid-2026, placing it in the immediate near-term window (see Catalyst Calendar for full timing).
- AAIC 2026 (July/August) — the year’s definitive Alzheimer’s data inflection point, with Biogen’s full CELIA Phase 2 diranersen data and subcutaneous lecanemab results expected, plus ongoing Phase 3 biomarker updates from Lilly (remternetug) and Roche (trontinemab).
- Fenebrutinib NDA — Roche’s H1 2026 filing target for its CNS-penetrant BTK inhibitor has now passed, making any submission announcement in the coming weeks the top near-term MS market-structure catalyst.
- NICE lecanemab/donanemab reconsideration — the reconsidered UK assessments, driven by the unpaid carer-cost argument, could reset how anti-amyloid value is modeled across European and Canadian HTAs.
This brief highlights the edition’s top stories. Read the full July 1, 2026 edition → for all stories and analysis — or browse the NeuroMarket Pulse archive.
