Chugai Pharmaceutical: Update Ahead of Summer Data Releases

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/4489" target="_blank" data-smartkarma-citation="entities:4489:1">Chugai Pharmaceutical (4519 JP)</a> completed the clean sweep on Phase III trials for Alecensa. The latest data, from the ALEX trial, showed its superiority over crizotinib, allowing Alecensa to become the first-line treatment for ALK+ NSCLC. Given the other results, there’s no surprise here. What may surprise is just how lucrative this drug could be. PFS for Alecensa patients is around 40 months, versus up to six for standard NSCLC cases. So, although, ALK+ is only 5% of the NSCLC population, the…</p>

Chugai Pharmaceutical (4519 JP) completed the clean sweep on Phase III trials for Alecensa. The latest data, from the ALEX trial, showed its superiority over crizotinib, allowing Alecensa to become the first-line treatment for ALK+ NSCLC. Given the other results, there’s no surprise here. What may surprise is just how lucrative this drug could be. PFS for Alecensa patients is around 40 months, versus up to six for standard NSCLC cases. So, although, ALK+ is only 5% of the NSCLC population, the…

Chugai Pharma (4519) - ALEX Trials for Alecensa a Success