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><a href="https://www.smartkarma.com/entities/976" target="_blank" data-smartkarma-citation="entities:976:1">Roche's</a> US subsidiary, Genentech announced that the OAK trial for Tecentriq met its primary endpoint (a statistically significant and clinically meaningful improvement in overall survival (OS) compared to chemotherapy in locally recurring and metatastic NSCLC). It is this data set which is key to the application to extend Tecentriq's use to 2nd / 3rd Line NSCLC.</p><p>At one level this is not surprising - given Roche has made the application, the expectation is that the data is good. However, <a href="https://www.smartkarma.com/entities/1133" target="_blank" data-smartkarma-citation="entities:1133:1">Bristol</a>…</p>

Roche's US subsidiary, Genentech announced that the OAK trial for Tecentriq met its primary endpoint (a statistically significant and clinically meaningful improvement in overall survival (OS) compared to chemotherapy in locally recurring and metatastic NSCLC). It is this data set which is key to the application to extend Tecentriq's use to 2nd / 3rd Line NSCLC.At one level this is not surprising - given Roche has made the application, the expectation is that the data is good. However, Bristol…

Ono Pharmaceutical - More Bad News As Tecentriq's OAK Trial Goes Well