Investors | Alzheon2022-04-04T16:24:33-04:00

6.2M people suffer from Alzheimer’s in the U.S. alone1

35 million Alzheimer’s patients worldwide2

1 Alzheimer’s Association 2021
2 World Alzheimer’s Reports 2020
3 Wall Street research
4 Current market only symptomatic medications ~$6.5B in 2015
*Only 4 DM programs in late-stage development

ALZ-801 could be the first oral disease modifying treatment for Alzheimer’s

  • Alzheimer’s disease = 6th leading cause of death
  • A growing problem in U.S. due to aging population
    • Disease characterized by
      1. Destructive memory loss, impaired ability to communicate & comprehend
      2. Inability to complete simple, familiar tasks, confusion with time & place
      3. Poor judgment & decision-making, becoming suspicious, depressed or anxious
    • Death within 5 to 8 years from emergence of clinical symptoms
  • Currently 5.8 million people in U.S. suffer from Alzheimer’s disease
    • Number of patients will increase by ~70% over the next 12 years
  • 47 million people with initial changes in the brain but not yet symptomatic
  • Direct healthcare costs = $277 billion (mostly Medicare)
  • Family & caregiver burden: 16 million people provide unpaid care at cost of $232 billion
Alzheimer’s Association 2018; Brookmeyer 2017; World Alzheimer’s Reports 2018 & 2016

Source: Decision Resources Group: Disease Landscape & Forecast. Alzheimer’s Disease, Market Outlook, 2019

Unprecedented Commercial Opportunity for Alzheimer’s Disease Modifying Treatments

Disease-modifying therapies forecast to drive growth: $15B+ in sales by 2028

  • Surge in early AD diagnosis & treatment
  • Aducanumab (Aduhelm, Biogen): modest efficacy with safety limitations
  • Lecanemab (Eisai), donanemab (Eli Lilly), gantenerumab (Roche) Phase 3 ongoing

Limited uptake of antibodies

  • Modest efficacy
  • Safety risks of brain edema & hemorrhage
  • Invasive, burdensome injections & infusions
  • Cost & access restrictions

ALZ-801 product profile

  • Robust efficacy in cognition & daily function*
    • Disease stabilized for 18-month trial duration
    • Preserved hippocampal volume
    • Persistent clinical benefits over 2.5 years
  • Well-tolerated oral tablet ideally suited for AD patients & their families
    • No brain edema 
    • Low incidence of mild transient nausea
    • No burdensome IV infusions or need for MRI monitoring for brain edema
  • Aducanumab approval validates targeting toxic amyloid**
    • Safety data highlight need for APOE4 testing linked to risk of ARIA
    • No other requirement for diagnostic testing: no PET scans or CSF biomarkers
*Based on tramiprosate Phase 3 data in Mild AD APOE4/4 patients, may be improved based on superior profile of ALZ-801 vs. tramiprosate
**Aduhelm Prescribing Information, U.S. FDA 2021 & Aducanumab Biologics License Application: Medical Safety Review, June 2021

Alzheon publications: Tolar (2021) Int J Mol Sci; Tolar (2020) Alzheimers Res Ther; Tolar (2019) Alzheimers Dement
1Aducanumab Biologics License Application: Medical Safety Review, June 2021; 2Van Dyck NEJM 2023 & Lecanemab Ph3 presentation ADPD 2023
3Eli Lilly: Donanemab Phase 3 Press Release, May 2023 & Phase 2 study Mintun NEJM 2021 

ALZ-801 (valiltramiprosate) profile superior to plaque-clearing antibodies

Only oral anti-amyloid drug in Phase 3 development

Exceptional Revenue Potential of First Oral AD Treatment

*Top 7 major markets: US, Japan, UK, Germany, Italy, France, Spain; §Assumes initiation of registration trials 1H 2021 and 2022
Source: DRG 2020 Report, assumes 95% diagnostic rate in APOE4/4 and 70% diagnostic rate in APOE3/4 in 2024
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