Japan TMT Analyst

Pelham Smithers

Market Intel on Asian Tech with a Japan focus

Pelham Smithers Associates

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. 

Research is provided by the following:
Pelham Smithers: Macro, consumer electronics, telecoms & pharma
Joel Scheiman: Electronics materials / components
Julie Boote: Autos
Will Nestuk: Capital goods, machinery & transportation equipment parts
Thao Nguyen: eCommerce, internet content, marketing & advertising

Equity Bottom-Up

<p style="text-align: justify;"><a href="https://www.smartkarma.com/entities/18055" target="_blank" data-smartkarma-citation="entities:18055:1">Kyowa Hakko Kirin's (4151 JP)</a> announcement that “moga” – mogamulizumab (KW-0761) – has met its primary endpoint (PFS) in Phase III trials for Cutaneous T-cell Lymphoma (CTCL, a variation of NHL), is of greater long-term significance than it is in the short term. CTCL is a minor indication and ATL (adult T-cell leukemia/lymphoma) which moga is in Phase II for isn’t much bigger. However, while the CC chemokine receptor 4 (CCR4) targeted by mogamulizumab is primarily expressed on leukemic cells…</p>

Kyowa Hakko Kirin's (4151 JP) announcement that “moga” – mogamulizumab (KW-0761) – has met its primary endpoint (PFS) in Phase III trials for Cutaneous T-cell Lymphoma (CTCL, a variation of NHL), is of greater long-term significance than it is in the short term. CTCL is a minor indication and ATL (adult T-cell leukemia/lymphoma) which moga is in Phase II for isn’t much bigger. However, while the CC chemokine receptor 4 (CCR4) targeted by mogamulizumab is primarily expressed on leukemic cells…

Sosei & Kyowa Hakko Kirin: Positive News on GPCR Drugs

Thematic (Sector/Industry)

<p>The suggestion of government orchestration against <a href="https://www.smartkarma.com/entities/8979" target="_blank" data-smartkarma-citation="entities:8979:1">Ono</a>’s immunotherapy treatment Opdivo (nivolumab) has moved a stage further with a report in the Nikkei that the Japanese Health Ministry is considering setting rules on new drug usage during this fiscal year, starting with <a href="https://www.smartkarma.com/entities/8979" target="_blank" data-smartkarma-citation="entities:8979:1">Ono</a>’s Opdivo and <a href="https://www.smartkarma.com/entities/6091" target="_blank" data-smartkarma-citation="entities:6091">Astellas</a>’s Repatha. Patients may be limited to those who can see certain impact from the treatment, which in turn would mean the drug could only be prescribed at those institutions with the facilities to check…</p>

The suggestion of government orchestration against Ono’s immunotherapy treatment Opdivo (nivolumab) has moved a stage further with a report in the Nikkei that the Japanese Health Ministry is considering setting rules on new drug usage during this fiscal year, starting with Ono’s Opdivo and Astellas’s Repatha. Patients may be limited to those who can see certain impact from the treatment, which in turn would mean the drug could only be prescribed at those institutions with the facilities to check…

Opdivo Singled Out in Government Rule Change

Japan

NanoCarrier Co., Ltd. is a biotech company that utilizes micellar nanoparticle (polymeric micelles) technology for the production and development of pharmaceuticals focusing mainly on cancer therapies.

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Nanocarrier (4571 JP)

Sosei & Kyowa Hakko Kirin: Positive News on GPCR Drugs

Kyowa Hakko Kirin's (4151 JP) announcement that “moga” – mogamulizumab (KW-0761) – has met its primary endpoint (PFS) in Phase III trials for...

Pelham Smithers Associates

Opdivo Singled Out in Government Rule Change

The suggestion of government orchestration against Ono’s immunotherapy treatment Opdivo (nivolumab) has moved a stage further with a report in the...

Pelham Smithers Associates

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