(Reuters:) Biogen Inc shares fell almost 10% after the U.S. government announced that they would only cover Aduhelm and not all Alzheimer’s therapies. The announcement was a setback to last year’s controversial approval.

Biogen was betting on Aduhelm’s government coverage to drive sales. This would counter any revenue loss from its other main drugs due to rising competition.

Analysts stated that the U.S. Centers for Medicare, Medicaid Services (CMS), could make it impossible to sell Aduhelm in 2022 or 2023 if they approve the draft.

According to Michael Yee, Jefferies analyst

Aduhelm, the new medication for memory-robbing diseases in almost twenty years, was approved in June by the U.S. Food and Drug Administration. The approval was despite the fact that Biogen did not prove the benefit of the treatment.

After facing slower-than-expected U.S. orders, Aduhelm’s price was lowered to $28,200 per person of average weight. This came after complaints from patients that the high price wasn’t worth the benefits.

The CMS is expected to make its final decision on coverage in April. This could be changed as the agency receives comments from patients and companies.

The final coverage terms are expected to apply to all drugs in the class, including experimental medications in development by Eli Lilly & Co (NYSE:), Roche Holding AG (OTC:) and Biogen’s Japanese partner Eisai Co (OTC:) Ltd.