Update shared on24 Oct 2025
Fair value Increased 0.77%Narrative Update on Eisai
Analysts have raised Eisai’s price target modestly from ¥4,988 to ¥5,027. This change reflects slight improvements in revenue growth and profit margin assumptions.
What's in the News
- Lecanemab (Leqembi) subcutaneous injection is now available in the U.S. as a maintenance dosing option for patients with early Alzheimer's disease, providing an at-home treatment alternative. (Key Developments)
- Lecanemab (Leqembi) received approval from the National Medical Products Administration in China for once every four weeks intravenous maintenance dosing in patients with early Alzheimer's disease. (Key Developments)
- The Therapeutic Goods Administration of Australia approved LEQEMBI for early Alzheimer's disease in adults, with approvals based on successful Phase 3 clinical trial results. (Key Developments)
- Eisai secured a settlement with Dr. Reddy’s Laboratories on Lenvima patent litigation, which allows generic entry in the U.S. from July 2030 unless other contingencies are met. Related patent litigation with Torrent Pharmaceuticals is ongoing. (Key Developments)
- The U.S. FDA granted Fast Track designation to etalanetug, Eisai’s investigational anti-tau antibody for Alzheimer’s disease, expediting its development and review. (Key Developments)
Valuation Changes
- Fair Value: Increased slightly from ¥4,988 to ¥5,027, reflecting modest adjustments in underlying assumptions.
- Discount Rate: Remained essentially unchanged at 4.72%.
- Revenue Growth: Increased slightly from 3.78% to 3.80%.
- Net Profit Margin: Increased marginally from 7.53% to 7.53%.
- Future P/E: Increased slightly from 23.83x to 23.99x.
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