Update shared on11 Sep 2025
Fair value Increased 3.02%The upward revision in the analyst price target for Eisai reflects a modest improvement in consensus revenue growth forecasts, now at 3.9% per annum, supporting the new fair value of ¥4858.
What's in the News
- Eisai expanded its Canadian headquarters in Mississauga, increasing staff by 246% since 2020, demonstrating a firm commitment to R&D and healthcare innovation in Canada.
- Leqembi (lecanemab), Eisai’s Alzheimer’s drug, launched in Austria and Germany following European Commission approval, supported by Phase 3 Clarity AD trial showing a 31% reduction in clinical decline over 18 months compared to placebo; most common adverse events included infusion reactions and ARIA.
- The FDA approved LEQEMBI IQLIK, a once-weekly subcutaneous autoinjector for Alzheimer’s maintenance dosing; U.S. launch planned, with regulatory review ongoing in 10 countries.
- Long-term data and real-world evidence presented at major congresses indicate sustained efficacy and a consistent safety profile for lecanemab, with subcutaneous dosing matching intravenous performance in key biomarkers and clinical endpoints.
- Eisai presented positive Phase Ib trial results for its selective orexin 2 receptor agonist E2086, showing potential in improving daytime wakefulness in narcolepsy type 1 patients, and highlighted continued research on lemborexant (Dayvigo) for insomnia linked to major depressive and bipolar disorders.
Valuation Changes
Summary of Valuation Changes for Eisai
- The Consensus Analyst Price Target has risen slightly from ¥4715 to ¥4858.
- The Consensus Revenue Growth forecasts for Eisai has risen slightly from 3.8% per annum to 3.9% per annum.
- The Future P/E for Eisai has risen slightly from 22.86x to 23.32x.
Disclaimer
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