PSA Pharma: Lecanemab / Leqembi – What Next?
Pelham Smithers sees the approval of Leqembi as a victory for common sense. But the question is, what next?
Biogen is a biopharmaceutical company focused on discovering, developing and delivering therapies for people living with neurological and neurodegenerative diseases as well as related therapeutic adjacencies. The company's main growth areas include multiple sclerosis (MS) and neuroimmunology; Alzheimer's disease and dementia; neuromuscular disorders, including spinal muscular atrophy (SMA) and amyotrophic lateral sclerosis; movement disorders, including Parkinson's disease; and ophthalmology. The company's marketed products include TECFIDERA, AVONEX, PLEGRIDY, TYSABRI, VUMERITY and FAMPYRA for the treatment of MS, SPINRAZA for the treatment of SMA and FUMADERM for the treatment of severe plaque psoriasis.
Eisai is mainly engaged in the manufacture and sale of pharmaceutical products. Co.'s principal prescription drugs include anticancer agents, anti-Alzheimer's agent, anti-TNF monoclonal antibodies, antiepileptic agents, proton pump inhibitors, neuropathic pain relievers, and other prescription drugs under the name of "Halaven," "Lenvima," "Fycompa," "BELVIQ," "Pariet/AcipHex," "Aricept," and "Humira." Co.'s principal over-the-counter products include Vitamin B2 preparations "Chocola BB," gastrointestinal drugs, anti-allergic drugs, and dermatological preparations. Co. operates its operations in Japan, the Americas, Europe, China and Asia.
Eli Lilly and Company discovers, develops, manufactures, and markets products in a single business segment: human pharmaceutical products. The company's human pharmaceutical products include: diabetes and other endocrinology products, immunology products, neuroscience products, oncology products, and other products. The company's diabetes and other endocrinology products include: Baqsimi? and Basaglar?. The company's immunology products include: Olumiant? and Taltz?. The company's neuroscience products include: Cymbalta? and Emgality?. The company's oncology products include: Alimta?, Cyramza?, Erbitux? and Verzenio?. The company's other products include: Cialis?.
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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