Stock Markets May 22, 2026 08:48 AM

Denali, Biogen Stocks Slide After Late-Stage Parkinson’s Drug Misses Endpoints

Phase 2b LUMA trial finds BIIB122 (DNL151) did not slow disease progression; Denali to press on with targeted LRRK2 carrier study

By Avery Klein DNLI BIIB

Shares of Denali Therapeutics fell in premarket trading and Biogen also pulled back after the companies announced that BIIB122 (DNL151), an investigational LRRK2 inhibitor, failed to meet primary and secondary endpoints in the Phase 2b LUMA study in early-stage Parkinson’s disease. Despite showing robust peripheral target engagement and a biomarker reduction in cerebrospinal fluid, the treatment did not produce a clinical benefit versus placebo. Development of BIIB122 in idiopathic Parkinson’s disease will be discontinued, while Denali will continue a separate Phase 2a study in carriers of pathogenic LRRK2 variants with readout expected in the first half of 2027.

Denali, Biogen Stocks Slide After Late-Stage Parkinson’s Drug Misses Endpoints
DNLI BIIB

Key Points

  • The Phase 2b LUMA study of BIIB122 (DNL151) did not meet primary or secondary endpoints in early-stage Parkinson’s disease, with no slowing of disease progression versus placebo on the modified MDS-UPDRS Part II and III combined score.
  • Despite strong target engagement - over 90% peripheral LRRK2 inhibition and approximately 30% reduction in a cerebrospinal fluid biomarker - those biological effects did not yield clinical benefit.
  • Biogen and Denali will discontinue BIIB122 development in idiopathic Parkinson’s disease; Denali will continue an independent Phase 2a BEACON study in pathogenic LRRK2 variant carriers, with data expected in the first half of 2027.

Shares of Denali Therapeutics Inc (NASDAQ:DNLI) fell 2.9% in premarket trade Friday, while partner Biogen Inc (NASDAQ:BIIB) declined about 1% after the companies said their experimental Parkinson’s disease therapy did not succeed in a late-stage study.

The Phase 2b LUMA trial of BIIB122 (also known as DNL151), an investigational inhibitor of the LRRK2 enzyme, failed to reach both its primary and secondary endpoints in people with early-stage Parkinson’s disease. The therapy did not slow disease progression when compared with placebo, using the combined score of the modified Movement Disorder Society Unified Parkinson’s Disease Rating Scale Part II and III as the measure of clinical effect.

Following the LUMA results, Biogen and Denali announced they will stop pursuing further development of BIIB122 for idiopathic Parkinson’s disease. Denali said it will continue to run the Phase 2a BEACON study independently in individuals who carry a pathogenic LRRK2 variant, with data from that study anticipated in the first half of 2027.

The LUMA trial enrolled 648 people with early-stage Parkinson’s disease between the ages of 30 and 80. Participants received either BIIB122 or placebo for a minimum duration of 48 weeks and as long as 144 weeks. While the compound produced clear biological activity - greater than 90% inhibition of peripheral LRRK2 kinase and roughly a 30% reduction in a cerebrospinal fluid biomarker of LRRK2 activity - these pharmacodynamic effects did not translate into a measurable clinical benefit on the trial’s endpoints.

BIIB122 was generally well tolerated in the study and showed an acceptable safety profile, according to the companies. The findings mean the program will not advance in idiopathic Parkinson’s disease, although one targeted genetic subgroup study will continue under Denali’s direction.

LRRK2 mutations are a recognized contributor to Parkinson’s disease in certain populations, accounting for 4% to 5% of familial cases and about 1% to 2% of sporadic cases. Biogen and Denali plan to present more detailed data from the LUMA study at an upcoming scientific conference.


Parkinson’s disease affects about one million people in the United States and more than ten million globally. The progressive neurodegenerative disorder is marked by motor symptoms such as tremor, muscle rigidity, and slowness of movement, along with non-motor features including sleep disturbances and cognitive impairment.

Risks

  • Clinical risk: The investigational LRRK2 inhibitor demonstrated pharmacodynamic activity but failed to produce clinical improvement in the LUMA trial, highlighting the uncertainty of translating biomarkers into patient benefit - this impacts biotech and pharmaceutical developers focused on neurodegenerative disease therapies.
  • Program risk: With BIIB122 discontinued for idiopathic Parkinson’s disease, investors in both companies face potential setbacks to drug pipelines and near-term valuation catalysts tied to this program - this affects equity markets and healthcare sector stocks.
  • Trial-readout timing risk: The pathway forward now relies in part on Denali’s BEACON study in LRRK2 variant carriers, with results not expected until the first half of 2027, leaving a prolonged period of uncertainty for that targeted program.

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