Update shared on27 Aug 2025
Fair value Increased 1.53%Eisai's consensus price target saw a marginal increase to ¥4,592, reflecting a slight improvement in revenue growth forecasts, while profit margins remained stable.
What's in the News
- Eisai and Biogen launched LEQEMBI (lecanemab) in Austria and plan to launch in Germany, following EC approval as the first Alzheimer's disease therapy targeting both amyloid plaque and protofibrils, reducing clinical decline by 31% at 18 months versus placebo in the EU indicated population.
- Latest data presented at AAIC from four-year open-label extension studies confirm sustained efficacy and a consistent safety profile for lecanemab, with long-term treatment helping patients remain in early AD stages longer and over 87% therapy retention.
- Subcutaneous (SC) autoinjector maintenance therapy for lecanemab demonstrates efficacy and safety comparable to IV administration, with an FDA BLA accepted and PDUFA action date set for August 31, 2025.
- Eisai has expanded its Canadian headquarters in Mississauga, reflecting increased investment, workforce growth, and continued commitment to research, particularly in oncology and neurodegenerative diseases.
Valuation Changes
Summary of Valuation Changes for Eisai
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ¥4523 to ¥4592.
- The Consensus Revenue Growth forecasts for Eisai has risen slightly from 3.6% per annum to 3.7% per annum.
- The Net Profit Margin for Eisai remained effectively unchanged, moving only marginally from 7.37% to 7.43%.
Disclaimer
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