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Indication Vertical · Neurology

Neurology intelligence built for the category that $30B in acquisitions just reactivated.

Adversarial validation as Big Pharma re-enters the CNS pipeline.

The CNS pipeline is in the fastest rewrite cycle since the category was abandoned a decade ago. Kisunla and Leqembi reached commercial deployment in 2023 and 2024 after three decades of anti-amyloid failures. AbbVie, BMS, and Biogen executed more than $30B in neuroscience acquisitions across a 24-month window. AimwellBio runs a dedicated neurology corpus of 654 source-cited signals, built from PubMed, ClinicalTrials.gov, SEC EDGAR, and FDA ingest, then post-process filtered to a 58.4% retention rate against CNS and neurodegenerative terminology. Source, date, confidence grade, and method on every entry. No generative summaries.

AS OF MAY 2026
654
High-confidence Neurology signals
42
Entities under scheduled-refresh monitoring
5
Sovereign anchors (KSA / GCC / MENA)
16
Approved CNS therapies under active monitoring
AW · NEUROLOGYCNS RE-ENTRY · LIVE
NEUROLOGY · CNS PIPELINE RE-ENTRY Alzheimer · Parkinson · MDD · ASO platforms · KOLs returning SYNAPSE · ACTIVE CORTEX HIPPOCAMPUS CEREBELLUM CSF GATE BBB CHECK ASO ENDPT NEURON $110BCNS RUN-RATE LECANEMABCMS COVERAGE GATE 2,210SIGNALS AUDITED ASOPLATFORM RECONFIG FDA AdCommEAA DRAFT 2026
$110B run-rate (analyst estimate, IQVIA 2024) · Alzheimer · Parkinson · ASO platforms
Sources PubMed · ClinicalTrials.gov · SEC EDGAR · FDA · bioRxiv
Signals 654 INDEXED SNAPSHOT · MAY 2026
Entities 42 INDEXED SNAPSHOT · MAY 2026
Last Refresh May 2026
Methodology Read methodology →
The Thesis

Why neurology is the most rewritten Big Pharma category of 2024-2026.

The Anti-Amyloid Re-Entry

For two decades, the anti-amyloid hypothesis was a graveyard. Lilly's Kisunla (donanemab) received FDA approval in July 2024; Eisai-Biogen's Leqembi (lecanemab) reached full approval in July 2023 after the Aduhelm controversy. The class is now in commercial deployment with infusion-center bottlenecks, ARIA monitoring requirements, and ministry-tier reimbursement decisions. Every Alzheimer's competitor (Roche's gantenerumab failure, Biogen's next-gen tau and TREM2 programs) reads against this benchmark.

The $20B+ M&A Wave

AbbVie acquired Cerevel for $8.7B in 2024 to add emraclidine and tavapadon. BMS acquired Karuna for $14B to add the muscarinic schizophrenia agent KarXT (now Cobenfy, FDA-approved September 2024). Biogen acquired Reata for $7.3B for SKYCLARYS in Friedreich ataxia. Specialty neuro biotechs (Acadia, Sage, Praxis, Axsome, Intra-Cellular, Neurocrine, Denali, Alector, Voyager, Prothena) sit in active M&A read-through territory.

The Adversarial Validation Surface

The CGRP-migraine class (Nurtec, Qulipta, Ubrelvy, Aimovig, Emgality, Ajovy) is consolidating into reimbursement reality; the psychedelic-adjacent biotechs (Compass, atai, MindMed, GH Research) are forcing the FDA to draw speculative-evidence boundaries; the anti-CD20 MS class (Ocrevus, Kesimpta) and the SOD1-ALS programs (Qalsody) are rewriting rare-neuro economics. Provenance, source method, and confidence on every signal. No hallucination tolerance for ministry-scale procurement.

What's Tracked

Source-cited signal volume across the neurology corpus.

Built from a focused ingest of PubMed, ClinicalTrials.gov, SEC EDGAR, and FDA queries scoped to neurology, CNS, and neurodegenerative terminology, then post-process filtered against drug-name false positives where the trial was not a neurological indication. Most CNS intelligence products do not tell you what they filtered out or why. We publish the retention methodology. 1,119 raw signals, 654 high-confidence retained, 58.4% retention rate.

PubMed
382

Peer-reviewed CNS literature: amyloid & tau biology, alpha-synuclein, CGRP mechanism, anti-CD20 MS outcomes, psychedelic-assisted therapy trials, neuroinflammation.

SEC EDGAR
159

10-Q, 10-K, and 8-K filings from Big Pharma neuro and specialty neuro biotechs. Pipeline disclosure, M&A language, royalty terms, and indication-expansion intent.

ClinicalTrials.gov
104

Active and recently completed CNS interventional trials. Phase 2 / Phase 3 readouts, sponsor-flagged combination studies, sovereign-region site enrollment.

Retention Rate
58.4%

1,119 raw signals → 654 retained after drug-name false-positive filtering. The retention discipline is the cited methodology.

Intelligence Classification

What's known, what's hidden, and what we've found that others missed.

Every corpus has a shape. The Johari model maps what this corpus knows, what it doesn't yet track, and what's been deliberately obscured in corporate disclosure. Understanding the shape is part of the methodology.

Known · Open

What's in the public record

  • Kisunla (donanemab) FDA approval July 2, 2024 · Leqembi (lecanemab) full approval July 6, 2023
  • AbbVie/Cerevel $8.7B, BMS/Karuna $14.0B, Biogen/Reata $7.3B — all SEC-filed
  • Cobenfy (xanomeline-trospium) FDA approval September 2024
  • 42 entities under scheduled-refresh SEC / ClinicalTrials.gov / PubMed ingest
  • CGRP class (Nurtec, Qulipta, Ubrelvy, Aimovig, Emgality) reimbursement consolidation
Blind Spot · We track, market misses

What IR narratives undercount

  • ARIA monitoring burden: infusion-center capacity gaps vs. anti-amyloid commercial projections
  • Psychedelic-adjacent evidence credibility gaps (Compass, atai, MindMed) relative to FDA AdComm trajectory
  • SFDA / GCC formulary lag on CGRP biologics vs. US/EU timeline
  • Sovereign CNS center capacity vs. Vision 2030 procurement ambition
Hidden · Filed but not disclosed

What's buried in SEC filings

  • Royalty structures in Eisai/Biogen Leqembi global co-commercialization agreements
  • Pipeline option terms in Roche gantenerumab failure disclosure language
  • ASO platform licensing terms (Biogen, Ionis, Wave) in rare-neuro indications
  • Indication-expansion language in BMS/Karuna 8-K filings post-Cobenfy approval
Unknown · Cross-source inference

What no single source shows

  • Roche next-gen tau/TREM2 positioning vs. internal pipeline reallocation signals
  • GCC sovereign-procurement decision timeline for Kisunla/Leqembi reimbursement
  • Academic-to-biotech ASO translation velocity across Huntington, ALS, rare neuro
  • Psychedelic-therapy FDA-classification signal from AdComm draft 2026
Coverage

Tracking 42 neuroscience-focused entities across the public-equity, pre-IPO, and sovereign frontier.

View in ATLAS →

Each entity is mapped into AIMN:ATLAS with scheduled-refresh SEC, ClinicalTrials.gov, and PubMed coverage. 5 sovereign-anchored institutions across KSA / GCC / MENA are flagged. Click any name to open its company dossier.

Approved CNS therapies under scheduled-refresh tracking

Kisunladonanemab · anti-amyloid (Alzheimer's)Lilly
Leqembilecanemab · anti-amyloid (Alzheimer's)Eisai/Biogen
Cobenfyxanomeline-trospium · muscarinic schizophreniaBMS (Karuna)
Qalsodytofersen · SOD1-ALS antisenseBiogen
Ocrevusocrelizumab · anti-CD20 MSRoche
Kesimptaofatumumab · anti-CD20 MSNovartis
Nurtecrimegepant · CGRP gepant migrainePfizer
Quliptaatogepant · CGRP gepant preventionAbbVie
Ubrelvyubrogepant · CGRP gepant acuteAbbVie
Aimovigerenumab · CGRP mAb migraineAmgen/Novartis
Spravatoesketamine · treatment-resistant depressionJanssen
Caplytalumateperone · schizophrenia / bipolarIntra-Cellular
Ingrezzavalbenazine · tardive dyskinesiaNeurocrine
Austedodeutetrabenazine · Huntington / TDTeva
Nuplazidpimavanserin · Parkinson's psychosisAcadia
Vraylarcariprazine · schizophrenia / bipolar / MDDAbbVie
Evidence Rail

Every major claim in this corpus is source-tagged and traceable.

Kisunla (donanemab) FDA approval July 2, 2024
FDAPubMed
LIVE
AbbVie/Cerevel, BMS/Karuna, Biogen/Reata M&A filings
SEC EDGAR
INDEXED SNAPSHOT
654 high-confidence signals · 58.4% retention rate
InternalManual
INDEXED SNAPSHOT · MAY 2026
$110B CNS run-rate
Analyst Estimate
STATIC · IQVIA 2024
104 active / recent CNS interventional trials tracked
ClinicalTrials.gov
LIVE
5 sovereign CNS anchors (KSA / GCC / MENA)
InternalManual
INDEXED SNAPSHOT
16 approved CNS therapies under scheduled-refresh tracking
FDAInternal
INDEXED SNAPSHOT
Full methodology and source class definitions →
Sovereign Anchors · KSA / GCC / MENA

Five regional neuroscience anchors. The procurement vector for high-cost CNS therapy.

The GCC and MENA cluster represents a high-density sovereign-procurement opportunity for neurology. SFDA approvals, MOH formulary decisions on anti-amyloid agents and CGRP biologics, neurology-center capacity expansion, and cross-border clinical infrastructure across Riyadh, Abu Dhabi, Doha, Amman, and Beirut are trackable through the indication-aware pipeline. Vision 2030 procurement cycles for Alzheimer's, MS, ALS, and Parkinson's therapies close inside windows measured in months.

King Faisal Specialist Hospital & Research Centre: Neurosciences
Riyadh, Saudi Arabia
Cleveland Clinic Abu Dhabi: Neurology Institute
Abu Dhabi, UAE
King Hussein Cancer Center: Neuro-oncology
Amman, Jordan
Hamad Medical Corporation: Neuroscience Institute
Doha, Qatar
American University of Beirut: Neuroscience Center
Beirut, Lebanon
Sovereign procurement intelligence: KSA brief →
Rendering Proof

What renders live, what's a snapshot, and what's behind access control.

LIVE
Signal stream

New PubMed, ClinicalTrials.gov, and SEC EDGAR entries ingested on each corpus refresh cycle. Source dates, confidence grades, and provenance metadata update with each ingest run.

INDEXED SNAPSHOT
Signal counts & entity list

654 signals and 42 entities reflect the May 2026 indexed corpus. These counts update at the next scheduled corpus rebuild, not in real time.

GATED
AIMN:VERDICT full analysis

5-source adversarial PROCEED/DELAY/KILL verdict with HIGH/MED/LOW confidence score and citation-resolution gate. Member access. ~90s generation on demand.

PRIVATE BETA
AIMN:ATLAS entity map

42-entity interactive corporate and geographic map. Signal counts per entity, relationship graph, sovereign anchor flags. Invite-only during beta.

STATIC
Market size ($110B run-rate)

Analyst estimate from IQVIA 2024 Neuroscience Report. Not recalculated on corpus refresh. Manually updated on major market report releases.

The Cross-Tag Promise

One click on the Neurology chip resolves the CNS landscape into sub-disease corpora.

Neurology is structurally a multi-vertical: Alzheimer's, Parkinson's, ALS, multiple sclerosis, epilepsy, CGRP-migraine, behavioral health, neuroinflammation, stroke, and rare neuro all sit inside the same upstream feed. AimwellBio resolves the overlap as a first-class corpus with disease-specific secondary tags applied at filter time, so investigators can drill from Neurology → Alzheimer's → anti-amyloid in one click.

When You Click Neurology on /signals or /atlas

You get the full dedicated 654-signal neurology corpus, with disease-specific cross-tags applied at filter time.

  • 654 high-confidence signals: the dedicated neurology ingest (PubMed 382, SEC 159, ClinicalTrials 104, FDA 9).
  • Sub-disease secondary tags: each retained signal is tagged with one or more of: alzheimers, parkinsons, als, multiple-sclerosis, epilepsy, migraine, psychedelic, behavioral-health, neuroinflammation, stroke, rare-disease.
  • Psychedelic-adjacent flagging: Compass, atai, MindMed, GH Research signals are tagged psychedelic + behavioral-health so members can isolate the speculative-evidence side of the surface.
  • 1,119 raw → 654 retained: 58.4% retention after drug-name false-positive post-filtering. The discipline is the methodology.
Who It's For

Four roles where the neurology corpus is decision-load-bearing.

Investor · BD/M&A

Defensible diligence on the $30B M&A reactivation

Anti-amyloid, muscarinic schizophrenia, and ASO platform acquisitions set a $30B benchmark in 24 months. The next wave — CGRP consolidation, psychedelic-adjacent regulation, rare-neuro ASO licensing — requires source-cited, adversarially validated intelligence, not IR talking points. AIMN:VERDICT delivers PROCEED/DELAY/KILL with confidence score and citation chain before the committee meets.

Member · Signal tier
Medical Affairs · Clinical

Competitive landscape across 16 approved CNS therapies

CGRP class consolidation (7 agents), anti-CD20 MS (Ocrevus, Kesimpta), and the new muscarinic entrant (Cobenfy) require continuous competitive intelligence. The corpus tracks 104 active CNS trials, ARIA monitoring protocol disclosure, and label comparison across class members. No commercial product shows the evidence shape of each competitor's trial dataset the way AIMN:VERDICT does.

Member · Signal tier
Ministry · Sovereign Procurement

GCC formulary intelligence for high-cost CNS therapy

Kisunla and Leqembi require SFDA approval, formulary listing, infusion-center infrastructure, and ARIA monitoring protocols before Vision 2030 procurement cycles can close. The 5 sovereign CNS anchors (KFSH, Cleveland Clinic Abu Dhabi, HMC, KHCC, AUB) are tracked entities. Ministry-grade briefings delivered under NDA.

Sovereign tier
Specialty Pharma · Rare Neuro

ASO platform licensing and rare-neuro market mapping

Biogen/Ionis/Wave ASO licensing structures, SKYCLARYS in Friedreich ataxia, tofersen in SOD1-ALS, and the rare-neuro cross-tag give specialty pharma the competitive map they cannot build from PubMed reads alone. Signal-tier access delivers the corpus as a structured intelligence feed into existing commercial workflows.

Signal · Shield tier
Access Tiers

Start with the corpus. Unlock the verdict. Deploy at sovereign scale.

Observer
Free
Public signal headlines, indication summaries, and methodology disclosure. No card required.
No card required
Create account →
Member
$199/mo
Full neurology corpus: 654 source-cited signals, entity dossiers, ATLAS map, PDF export.
Full corpus access · Cancel anytime, subject to terms
Start Member →
Shield
$449/mo
Signal tier + scheduled-refresh monitoring on tracked entities. Alerts and webhook delivery in activation. Unlimited verdict runs.
Scheduled-refresh monitoring · Unlimited verdicts
Start Shield →
Sovereign
$50k+/yr
Ministry-grade neurology intelligence. Custom corpus scoping, NDA briefings, sovereign-procurement dossiers, and dedicated support.
Ministry-grade · NDA · Dedicated support
Discuss sovereign deployment →
Neurology Intelligence

The CNS pipeline is in its fastest rewrite cycle since the category was abandoned. Don't validate it with Google.

Big Pharma has deployed $30B in neuroscience acquisitions in 24 months. Anti-amyloid is in commercial deployment. The CGRP class is consolidating. The psychedelic-adjacent space is forcing FDA classification decisions. AimwellBio runs the adversarial validation layer that separates the defensible thesis from the IR talking point.

Ministry procurement or NDA briefing? Discuss sovereign deployment →