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

News that gilteritinib has received orphan drug status for acute myeloid leukaemia (AML) would be rather more exciting for <a href="https://www.smartkarma.com/entities/6091" target="_blank" data-smartkarma-citation="entities:6091:1">Astellas (4503 JP)</a> but for the fact that AML is the new favourite treatment area for the FDA. In December 2016, Escend received a similar designation for ES-3000, while Boehringer Ingelheim’s volasertib and <a href="https://www.smartkarma.com/entities/16469" target="_blank" data-smartkarma-citation="entities:16469:1">Prescient Therapeutics' (PTX AU)</a> PTX-200 both gained orphan status this May. AML is a ¥100bil/yr market, so it is on the large side for orphan status.AML has proven…

News that gilteritinib has received orphan drug status for acute myeloid leukaemia (AML) would be rather more exciting for Astellas (4503 JP) but for the fact that AML is the new favourite treatment area for the FDA. In December 2016, Escend received a similar designation for ES-3000, while Boehringer Ingelheim’s volasertib and Prescient Therapeutics' (PTX AU) PTX-200 both gained orphan status this May. AML is a ¥100bil/yr market, so it is on the large side for orphan status.AML has proven…

Update on Astellas (4503) As It Gets Orphan Drug Status for Gilteritinib

Astellas Pharma

Update on Astellas (4503) As It Gets Orphan Drug Status for Gilteritinib