Eisai presented baseline data from patients starting the Open Label Extension trial with BAN2401. This type of data has never been presented before, hence it has implications that go beyond BAN2401, we believe. The data indicate that the treatment with BAN2401 should be long-term in nature and that it takes time for the amyloid deposits to come back. The data also indicate that the benefits seen in patients on treatment are long-term in nature, and this points to a disease-modifying effect of BAN2401. We keep our BUY recommendation and SEK200 target price.