Denali Therapeutics

DNLIleader

Denali Therapeutics is developing disease-modifying therapies for neurodegeneration (Parkinson's, ALS, Alzheimer's) using proprietary blood-brain-barrier crossing platform and LRRK2 biology.

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產品與營收

產品營收佔比

營收結構 ($188M)

靜態數據（加載即時財務…）

Collaboration Revenue (Biogen, Sanofi) (100%)

業務部門構成與主要客戶

產品詳情

LRRK2 Inhibitors (Parkinson's)40%

DNL201/DNL151 — oral LRRK2 kinase inhibitors targeting genetic Parkinson's disease, partnered with Sanofi.

Enzyme Transport Vehicle (ETV)35%

Blood-brain-barrier crossing technology enabling CNS delivery of large-molecule enzymes — licensed to multiple partners.

ALS Programs (TDP-43, RIPK1)25%

First-in-class RIPK1 inhibitor and TDP-43 programs for ALS, in Phase II with AZ collaboration.

供應鏈關係

合作夥伴

Biogen Inc.

ALS program collaboration

影響: significant

宏觀與市場背景

헬스케어行業新聞

메디케어 수가 압박 vs AI 진단 효율화 — 선별적 접근 필요

미국 헬스케어 지출 (2026E)

$4.8T

AI 진단 정확도 개선

+23% vs 기존

UNH 의료손해율

87.3%

약가 협상 대상 의약품

20종 (IRA)

近期催化劑

◆CMS 메디케어 최종 수가 발표 (2026.Q2)◆UNH/HUM/CVS Q1 실적 (2026.04)◆IRA 약가 협상 2차 품목 공개

AI 分析

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企業資訊

總部

South San Francisco, California, USA

成立時間

2015

員工人數

700

官網

denalitherapeutics.com

行業概況 — 헬스케어

行業新聞