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It has a statistically significant effect on cognitive test scores, although many opine that the effect is not clinically meaningful.

So maybe like a 85% decline instead of 90%

more like an extra month or two of lucidity

How much is an extra month or two of lucidity worth to someone?

Much more when it is your last month or two of lucidity.

The real question (at least in the US) is how much is it worth to society because the vast majority of the cost will be charged to Medicare.

If it can delay people going to specialized memory care units, it will be a net savings for overall health spend.

If it shortens time spent in memory care (it's about half the monthly cost).

List price of the medication is currently $26.5k annually: not obvious there will be net $ savings.

Again, that depends on how long it delays that outcome.