4523 Share Price Performance
JP¥0
-4006.00 (-100.00%)
Price JP¥0
Fair ValueJP¥5,076.92
Share Pricen/a
Narrative Update • Jun 03
Eisai Co., Ltd. Stock Price
- 3 Narratives written by author
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- 6 Fair Values set on narratives written by author
4523 Community Narratives
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Fair Value
·Fair Value JP¥5.08k 24.5% undervalued intrinsic discount
Global Alzheimer's Advances And Approvals Will Support Long-Term Expansion Prospects
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Fair Value
·Fair Value JP¥3.5k 9.5% overvalued intrinsic discount
Japan HTA Review And MFN Proposals Will Squeeze Margins
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Fair Value
·Fair Value JP¥6.2k 38.2% undervalued intrinsic discount
Aging Demographics And Early Diagnosis Will Drive Neurology Advancement
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Japan HTA Review And MFN Proposals Will Squeeze Margins
Eisai faces growing pressure on how much it can charge for key medicines, with regulators and insurers pushing harder on pricing and competition heating up as patents run out. The company’s future may hinge on how well its Alzheimer’s treatment holds up against safety concerns, new tests that could widen access, and the pace of rollouts into new markets and formats.Read more
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JP¥3.5k
9.5% overvalued intrinsic discount
Fair Value
Revenue
0.12% p.a.
Profit Margin
5.25%
Future PE
26.09x
Price in 2029
JP¥4.03k
Global Alzheimer's Advances And Approvals Will Support Long-Term Expansion Prospects
Eisai could benefit as simpler testing and clearer treatment pathways make it easier for more people with memory loss to get diagnosed and start its Alzheimer’s medicine. But the story hinges on that drug staying trusted, covered by insurers, and protected from price cuts and tougher competition.Read more
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JP¥5.08k
24.5% undervalued intrinsic discount
Fair Value
Revenue
4.32% p.a.
Profit Margin
7.95%
Future PE
22.12x
Price in 2029
JP¥5.84k
Aging Demographics And Early Diagnosis Will Drive Neurology Advancement
Key Takeaways Rapid adoption of LEQEMBI and ease of at-home dosing may make it the default treatment, significantly boosting revenue and market share. Streamlined operations and early-stage pipeline advances position Eisai for long-term profit growth and broader market leadership in neurology.Read more
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JP¥6.2k
38.2% undervalued intrinsic discount
Fair Value
Revenue
7.99% p.a.
Profit Margin
10.38%
Future PE
18.99x
Price in 2029
JP¥7.12k
Trending Discussion
Recently Updated Narratives
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4523: Future Alzheimer Regulatory Progress Will Likely Just Support Current Valuation
Fair Value: JP¥3.5k 9.5% overvalued intrinsic discount
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4523: Alzheimer’s And Oncology Pipeline Will Support Steady Future Returns
Fair Value: JP¥5.08k 24.5% undervalued intrinsic discount
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4523: Subcutaneous Alzheimer’s Regimens Will Support Higher Earnings Quality And Future Share Returns
Fair Value: JP¥6.2k 38.2% undervalued intrinsic discount
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Snowflake Analysis
Eisai Co., Ltd. Key Details
Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 03, 2026
- 136.78
- 76.83%
- 4.67%
- 20.1%
About 4523
- Founded
- 1941
- Employees
- 10917
- CEO
- WebsiteView website
Eisai Co., Ltd. engages in the research, development, manufacture, and sale of pharmaceuticals in Japan. The company operates through pharmaceuticals business and other business segments. It offers Lenvima, a multi-kinase inhibitor which is involved in tumor angiogenesis or tumor malignancy; LEQEMBI, a humanized IgG1 monoclonal antibody against amyloid-beta (Aß) protofibrils; and Dayvigo, a novel small molecule compound. The company also provides prescription drugs; and over-the-counter drugs, as well as focuses on neurology and oncology, and other therapeutic areas. It operates in Europe, the Middle East, Africa, Russia, Oceania, the Americas, China, East Asia, the Global South, and internationally. The company was formerly known as Nihon Eisai Co., Ltd. and changed its name to Eisai Co., Ltd. in 1955. Eisai Co., Ltd. was incorporated in 1941 and is headquartered in Tokyo, Japan.
