Analysts have increased their price target for Eisai from ¥4,857.69 to ¥4,988.46. They cite slightly improved profit margin forecasts despite marginally lower expectations for revenue growth.
What's in the News
- Eisai and Biogen launched the LEQEMBI IQLIK subcutaneous injection in the U.S. for maintenance dosing in Alzheimer’s disease patients. This offers an at-home treatment alternative after initial intravenous therapy (Key Developments).
- The LEQEMBI Companion program and app were introduced to provide injection training, educational resources, and support for patients and caregivers throughout their treatment journey (Key Developments).
- Lecanemab (Leqembi) received approval in China and Australia for maintenance intravenous dosing, expanding its global regulatory footprint for early Alzheimer’s disease (Key Developments).
- Eisai entered a settlement agreement allowing Dr. Reddy’s Laboratories to launch a generic version of Lenvima in the U.S. from July 2030. Patent litigation with Torrent Pharmaceuticals remains ongoing (Key Developments).
- The U.S. FDA granted Fast Track designation to Eisai’s investigational anti-tau antibody etalanetug (E2814) for Alzheimer’s disease, supporting expedited development of novel treatments (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has risen slightly from ¥4,857.69 to ¥4,988.46.
- Discount Rate remains essentially unchanged at 4.72%.
- Revenue Growth expectations have fallen modestly from 3.93% to 3.78%.
- Net Profit Margin is forecast to improve slightly, increasing from 7.46% to 7.53%.
- Future P/E ratio has increased marginally from 23.32x to 23.83x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.