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>The announcement by the Japan Society of Medical Oncology (JSMO) urging patients to take caution over usage of immune checkpoint inhibitors, such as Opdivo, is entirely understandable in news that three of seven patients observed with interstitial lung disease following cancer treatment with Opdivo in combination therapy had died. However, it is unusual for the JSMO to act so quickly, and it is hard not to think that the government and costs are behind the announcement. </p><p>In April, a cost estimate…</p>

The announcement by the Japan Society of Medical Oncology (JSMO) urging patients to take caution over usage of immune checkpoint inhibitors, such as Opdivo, is entirely understandable in news that three of seven patients observed with interstitial lung disease following cancer treatment with Opdivo in combination therapy had died. However, it is unusual for the JSMO to act so quickly, and it is hard not to think that the government and costs are behind the announcement. In April, a cost estimate…

Ono & Opdivo: Is the Backlash Orchestrated?

Japan

ND Software Co., Ltd. develops and sells packaged software for nursing care related businesses.  The Company also provides nursing care services as well as billing services on Internet.

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Nd Software (3794 JP)

Ono & Opdivo: Is the Backlash Orchestrated?

The announcement by the Japan Society of Medical Oncology (JSMO) urging patients to take caution over usage of immune checkpoint inhibitors, such...

Pelham Smithers Associates

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