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4523: Upcoming Clinical Data And Regulatory Milestones Will Support Steady Long-Term Outlook

Update shared on 21 Nov 2025

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AnalystConsensusTarget's Fair Value
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1Y
5.8%
7D
-0.3%

Analysts have maintained their price target for Eisai at ¥5,026.92, citing only minor adjustments to revenue growth and profit margin estimates. These adjustments did not significantly influence their overall valuation.

What's in the News

  • Eisai and its partner BioArctic will present new long-term data and real-world clinical practice findings on lecanemab (Leqembi) at the Clinical Trials on Alzheimer's Disease (CTAD) conference. Topics include studies on subcutaneous initiation dosing, safety, and patient experiences. (Key Developments)
  • Leqembi (lecanemab) received approval for once every four weeks intravenous maintenance dosing for early Alzheimer's disease in the United Kingdom. This expands treatment options for patients and marks additional regulatory milestones. (Key Developments)
  • Eisai reached settlements with multiple generic drug manufacturers, including Torrent Pharmaceuticals and Dr. Reddy’s Laboratories, regarding patent litigation over Lenvima (lenvatinib). Generic entry in the U.S. is agreed not before July 1, 2030, barring certain conditions. (Key Developments)
  • Merck and Eisai announced positive clinical trial results for the combination of KEYTRUDA (pembrolizumab) and LENVIMA (lenvatinib), supporting use in advanced cancers such as hepatocellular carcinoma and renal cell carcinoma. (Key Developments)
  • Eisai received a Fast Track designation from the U.S. FDA for etalanetug, an investigational antibody targeting tau in Alzheimer's disease, aiming to accelerate development for this unmet medical need. (Key Developments)

Valuation Changes

  • Consensus Analyst Price Target remains unchanged at ¥5,026.92.
  • Discount Rate holds steady at 4.8%.
  • Revenue Growth estimate has fallen slightly, decreasing from 3.95% to 3.87%.
  • Net Profit Margin has declined marginally from 7.53% to 7.49%.
  • Future P/E has increased slightly from 23.91x to 24.09x.

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Disclaimer

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