PeptiDream: J&J Latest Drug Major to Tie Up

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>Although the Japanese drug industry suffers from a lack of scale, where it is good is in applying manufacturing techniques to develop not just potentially efficacious molecule, but a portfolio of them. This enables the company in question to develop drugs on its own or in partnership, but also to license out the system, as <a href="https://www.smartkarma.com/entities/13514" target="_blank" data-smartkarma-citation="entities:13514:1">Peptidream</a> does. Those companies that have this capability (be they large caps like <a href="https://www.smartkarma.com/entities/4489" target="_blank" data-smartkarma-citation="entities:4489:1">Chugai Pharmaceutical </a>with its recycling antibody technology or small caps like <a href="https://www.smartkarma.com/entities/17760" target="_blank" data-smartkarma-citation="entities:17760:1">Nanocarrier</a>…</p>

Although the Japanese drug industry suffers from a lack of scale, where it is good is in applying manufacturing techniques to develop not just potentially efficacious molecule, but a portfolio of them. This enables the company in question to develop drugs on its own or in partnership, but also to license out the system, as Peptidream does. Those companies that have this capability (be they large caps like Chugai Pharmaceutical with its recycling antibody technology or small caps like Nanocarrier…

Medrx - Japan Biotech Microcap in Potential Big Licensing Deal

Medrx Co Ltd

Medrx - Japan Biotech Microcap in Potential Big Licensing Deal