Summary
Johnson & Johnson (JNJ) announced a significant development in its Alzheimer's research program, reporting the discontinuation of Phase 3 clinical development for bapineuzumab intravenous (IV) in mild-to-moderate Alzheimer's disease. This decision, made by the Joint Steering Committee of the Alzheimer's Immunotherapy Program (AIP), a partnership between JNJ's subsidiary Janssen Alzheimer Immunotherapy (Janssen AI) and Pfizer, was based on the failure of the drug to meet its co-primary clinical endpoints in two key studies (Studies 301 and 302). While this news represents a setback for JNJ's Alzheimer's pipeline, the company has quantified the financial impact. JNJ anticipates recording an after-tax, non-cash special item charge to earnings of between $300 million and $400 million in the third quarter of 2012. This charge pertains to in-process research and development related to the discontinued bapineuzumab IV program. Investors should note that this is a non-cash charge, meaning it does not involve an outflow of cash but will affect reported earnings.
Key Highlights
- 1Discontinuation of Phase 3 clinical development for bapineuzumab IV in mild-to-moderate Alzheimer's disease.
- 2The decision was based on bapineuzumab IV failing to meet co-primary clinical endpoints in two Janssen AI-led studies (301 and 302).
- 3Janssen AI, a subsidiary of Johnson & Johnson, is a partner with Pfizer in the Alzheimer's Immunotherapy Program (AIP).
- 4Johnson & Johnson expects to record an after-tax, non-cash charge to earnings of $300-$400 million in Q3 2012 related to this discontinuation.
- 5The charge is classified as a special item related to in-process research and development.
- 6The discontinuation impacts JNJ's efforts in treating mild-to-moderate Alzheimer's disease.
- 7A press release dated August 6, 2012, provides further details and is attached as an exhibit.