- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Japan Weekly Research Round-Up (week ending July 6, 2018)
The Weekly Comment by Pelham SmithersAlzheimer’s Disease has so far proved tragically immune to the considerable and prolonged human efforts to tackle it. The most promising line of enquiry currently centres on the amyloid beta pathway theory. Impressively, Eisai / Biogen have three Phase III drugs relevant to this. This week saw the release of positive 18-month data for their Phase IIb trial for BAN-2401. We comment on what this could mean for both companies.
Reports / Flash Notes Summaries at a Glance
1. Automakers and Blockchain: What Can Blockchain Do for OEMs?
2. June 2018 US Auto Sales: Japan Automakers All Record Sales Gains
3. Mercari (4385 JP) Initiation Report – A Box of Growth
ï¶ Company / Sector / Thematic Comments at a Glance
1. Is Sony (6758 JP) Underperforming in Movies?
2. LINE (3983 JP) or Naver (035420 KS) – Which is More Attractive?
3. GungHo Online Entertainment’s (6765 JP) Yokai Watch World vs Nintendo’s (7974 JP) Pokémon Go
4. Capcom (9697 JP) Ramps Up Marketing of CPT Japan
5. Readthrough for Panasonic (6752 JP) from Tesla (TSLA US)
6. Implications of Micron’s Patent War in China
7. Crypto Exchanges Could be Regulated Under Financial Instrument Law – FSA
4. Sumco (3436 JP) Takes a Double Punch
8. Hitachi Chemical (4217 JP) Was Priced for Imperfection
9. Taiyo Nippon Sanso (4091 JP) Confirms Asset Acquisition Plans
10. Kaneka (4114 JP) May be Worth Revisiting
11. Japanese Automakers to Benefit from US-EU Trade Dispute
12. China Lowers Import Tariff – Toyota (7203 JP) to Benefit
13. Mazda (7261 JP) Among Worst Hit by US Import Tariffs
14. What Is behind Solid US Auto Sales Numbers?
15. Global EV Demand Rises – Which Automaker Stands Out?
16. 10-month SPE Lows for SMC (6273 JP) and Ferrotec (6890 JP)
16. Nachi-Fujikoshi (6474 JP) Lifts All Bearings 12
17. Ichikoh (7244 JP) Bounce 13
18. Start Today (3092 JP) Launches Private Brand Suits / PSA’s Analyst Gets a Freebie
19. Suga Departs PeptiDream (4587 JP) 13
20. Positive 18 Month Data for Eisai (4523 JP) / Biogen’s BAN-2401
21. Wage Data Continues to Improve
PSA Company Visits, Tours and Interviews
• Interviewed Ferrotec (6890 JP)
• Conference call with Kaneka (4118)
Weekly Market Comment by Pelham Smithers
With around 1,000 drugs having been trialled for the treatment of Alzheimer’s Disease (AD) and only four having been approved (all with limited, if any, efficacy), there is a tendency to view any hypothesis connected to the development of this form of dementia as suspect. However, the amyloid beta pathway theory, whereby a consistently high level of amyloid results in a collapse in cognition (see chart below), is the explanation which best fits the facts, and therefore the one on which most AD research is undertaken.
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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