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

After Alecensa impressed in Phase III trials earlier this week, <a href="https://www.smartkarma.com/entities/4489" target="_blank" data-smartkarma-citation="entities:4489:1">Chugai (4519 JP)</a> had the added pleasure of seeing emicizumab do well in the second of its Phase III trials. The HAVEN 2 study assesses the reduction of bleeding episodes in children under 12 with haemophilia A. According to fellow <a href="https://www.smartkarma.com/entities/976" target="_blank" data-smartkarma-citation="entities:976:1">Roche (ROG VX)</a> subsidiary, Genentech, at the interim point, trial data is showing a clinically meaningful effect, and matches data from the HAVEN 1 trial, which was released last December. Right now, there…

After Alecensa impressed in Phase III trials earlier this week, Chugai (4519 JP) had the added pleasure of seeing emicizumab do well in the second of its Phase III trials. The HAVEN 2 study assesses the reduction of bleeding episodes in children under 12 with haemophilia A. According to fellow Roche (ROG VX) subsidiary, Genentech, at the interim point, trial data is showing a clinically meaningful effect, and matches data from the HAVEN 1 trial, which was released last December. Right now, there…

Chugai – Positive Data for Emicizumab from HAVEN 2