Eisai Management

Management criteria checks 1/4

Eisai's CEO is Haruo Naito, appointed in Jun 2003, has a tenure of 20.83 years. directly owns 0.23% of the company’s shares, worth €24.40M. The average tenure of the management team and the board of directors is 1.8 years and 2.8 years respectively.

Key information

Haruo Naito

Chief executive officer

JP¥157.0m

Total compensation

CEO salary percentage	n/a
CEO tenure	20.8yrs
CEO ownership	0.2%
Management average tenure	1.8yrs
Board average tenure	2.8yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Haruo Naito's remuneration changed compared to Eisai's earnings?
Date	Total Compensation	Salary	Company Earnings
Dec 31 2023	n/a	n/a	JP¥45b
Sep 30 2023	n/a	n/a	JP¥48b
Jun 30 2023	n/a	n/a	JP¥49b
Mar 31 2023	JP¥157m	n/a	JP¥55b
Dec 31 2022	n/a	n/a	JP¥27b
Sep 30 2022	n/a	n/a	JP¥32b
Jun 30 2022	n/a	n/a	JP¥33b
Mar 31 2022	JP¥127m	JP¥89m	JP¥48b
Dec 31 2021	n/a	n/a	JP¥57b
Sep 30 2021	n/a	n/a	JP¥63b
Jun 30 2021	n/a	n/a	JP¥60b
Mar 31 2021	JP¥125m	JP¥89m	JP¥42b
Dec 31 2020	n/a	n/a	JP¥94b
Sep 30 2020	n/a	n/a	JP¥121b
Jun 30 2020	n/a	n/a	JP¥125b
Mar 31 2020	JP¥157m	JP¥89m	JP¥122b
Dec 31 2019	n/a	n/a	JP¥97b
Sep 30 2019	n/a	n/a	JP¥58b
Jun 30 2019	n/a	n/a	JP¥73b
Mar 31 2019	JP¥152m	JP¥89m	JP¥63b

Compensation vs Market: Haruo's total compensation ($USD994.28K) is below average for companies of similar size in the German market ($USD5.66M).

Compensation vs Earnings: Haruo's compensation has increased by more than 20% in the past year.

CEO

Haruo Naito (76 yo)

20.8yrs

Tenure

JP¥157,000,000

Compensation

Mr. Haruo Naito has been the Chief Executive Officer of Eisai Co., Ltd. since June 2003 and has been its Representative Corporate Officer since June 2004. Mr. Naito has been President and Representative Di...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Haruo Naito	CEO, Representative Corporate Officer & Director	20.8yrs	JP¥157.00m	0.23% ¥ 24.4m
Gary Hendler	Senior VP & President of EMEA Region	no data	JP¥159.00m	no data
Lynn D. Kramer	Vice President & Chief Clinical Officer - Alzheimer's Disease and Brain Health	no data	JP¥211.00m	no data
Yanhui Feng	Senior Vice President	4.3yrs	JP¥198.00m	no data
Nadeem Sarwar	President	no data	no data	no data
Mitsuru Shomon	VP & CFO	1.3yrs	no data	no data
Yasushi Okada	Representative Corporate Officer	no data	no data	no data
Makoto Hoketsu	VP & Chief Information Officer	1.3yrs	no data	no data
Masatomi Akana	Chief Gov. Rel. and IR Officer	1.3yrs	no data	no data
Kenta Takahashi	Executive VP of IP	1.3yrs	no data	no data
Sayoko Sasaki	Vice President of Corporate Communications & ESG	2.3yrs	no data	no data
Teruyuki Masaka	VP & Chief HR Officer	2.3yrs	no data	no data

1.8yrs

Average Tenure

57yo

Average Age

Experienced Management: EII's management team is not considered experienced ( 1.8 years average tenure), which suggests a new team.

Board Members

Name	Position	Tenure	Compensation	Ownership
Haruo Naito	CEO, Representative Corporate Officer & Director	9.8yrs	JP¥157.00m	0.23% ¥ 24.4m
Yuko Yasuda	Outside Independent Director	less than a year	no data	no data
Fumihiko Ike	Independent Outside Chairman	2.8yrs	no data	0.00035% ¥ 37.1k
Hideki Hayashi	Director	4.8yrs	no data	0.013% ¥ 1.4m
Toru Moriyama	Outside Independent Director	less than a year	no data	no data
Hideyo Uchiyama	Independent Outside Director	5.8yrs	no data	0.00027% ¥ 28.6k
Ryota Miura	Independent Outside Director	2.8yrs	no data	0.00021% ¥ 22.3k
Hiroyuki Kato	Director	1.8yrs	no data	0.0029% ¥ 312.6k
Yoshiteru Kato	Director	2.8yrs	no data	0.0037% ¥ 394.2k
Yumiko Miwa	Independent Outside Director	3.8yrs	no data	0.00032% ¥ 33.9k
Richard Thornley	Outside Independent Director	1.8yrs	no data	no data

2.8yrs

Average Tenure

66yo

Average Age

Experienced Board: EII's board of directors are not considered experienced ( 2.8 years average tenure), which suggests a new board.

Eisai Management

Management criteria checks 1/4

Key information

Recent management updates

Eisai Co., Ltd., Annual General Meeting, May 22, 2024

Eisai Co., Ltd., Annual General Meeting, Jun 21, 2023

High number of new directors

High number of new directors

Eisai Co., Ltd., Annual General Meeting, Jun 17, 2022

Eisai Co., Ltd., Annual General Meeting, Jun 17, 2022

Recent updates

Eisai Completes Submission of Leqembi® (Lecanemab-Irmb) Supplemental Biologics License Application for Iv Maintenance Dosing for the Treatment of Early Alzheimer's Disease to the U.S. FDA

Upcoming dividend of JP¥80.00 per share

Now 20% overvalued

BioArctic AB (publ) and its Partner Eisai Present New Data on Lecanemab at 2024 International Conference on Alzheimer's and Parkinson's Diseases and Related Neurological Disorders

Eisai Co., Ltd. to Report Q3, 2025 Results on Feb 07, 2025

Eisai Receives Approval in Japan for Injection Formulation of Antiepileptic Drug Fycompa®

Third quarter 2024 earnings released: EPS: JP¥20.86 (vs JP¥30.14 in 3Q 2023)

Eisai Announces Leqembi Approval for the Treatment of Alzheimer's Disease in China

Eisai Co., Ltd. Announces Launch of LEQEMBI in Japan on December 20

Merck and Eisai Provide Update on Phase 3 Leap-001 Trial Evaluating (Pembrolizumab) Plus Lenvima(R) (Lenvatinib) as First-Line Treatment for Patients with Advanced or Recurrent Endometrial Carcinoma

Eisai Co., Ltd. Announces Dividend for the Second Quarter End of the Fiscal Year Ending March 31, 2024, Payable on November 17, 2023; Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024

Second quarter 2024 earnings released: EPS: JP¥9.73 (vs JP¥12.44 in 2Q 2023)

Eisai Co., Ltd. and Biogen Inc. announces Eisai presented new data for LEQEMBI® (lecanemab-irmb) 100 mg/mL injection for intravenous (IV) use, in the Late Breaking Symposium 4 ‘Lecanemab for Early Alzheimer's Disease

Eisai Co., Ltd., Annual General Meeting, May 22, 2024

NTT DOCOMO, INC completed the acquisition of 51% stake in INTAGE HOLDINGS Inc. (TSE:4326) from Eisai Co., Ltd., Saitama Resona Bank, Ltd., Daiei Real Estate & Development Co., Ltd, Mizuho Bank, Ltd., MUFG Bank, Ltd., Shutoken Leasing Co, Ltd. and others.

Eisai Co., Ltd. to Present New Data from LEQEMBI Phase 3 Clarity AD Study and Other Alzheimer's Disease Pipeline Research at the Clinical Trials on Alzheimer's Disease Conference

Eisai Co., Ltd. and Biogen Inc. Announces LEQEMBI Intravenous Infusion (Lecanemab) Approved for the Treatment of Alzheimer’S Disease in Japan

Eisai and Merck Provide Update on Two Phase 3 Trials Evaluating Lenvima Plus Keytruda with Certain Types of Metastatic Non-Small Cell Lung Cancer

Upcoming dividend of JP¥80.00 per share at 1.9% yield

NTT DOCOMO, INC made a tender offer to acquire 51% stake in INTAGE HOLDINGS Inc. (TSE:4326) from Eisai Co., Ltd., Saitama Resona Bank, Ltd., Daiei Real Estate & Development Co., Ltd, Mizuho Bank, Ltd., MUFG Bank, Ltd., Shutoken Leasing Co, Ltd. and others for ¥47 billion.

Merck and Eisai Provides Update on Phase 3 Leap-010 Trial Evaluating Keytruda (Pembrolizumab) Plus Lenvima (Lenvatinib) in Patients with Certain Types of Recurrent or Metastatic Head and Metastatic Head and Neck Squamous Cell Carcinoma

First quarter 2024 earnings released: EPS: JP¥70.92 (vs JP¥93.81 in 1Q 2023)

Bioarctic AB (Publ) Announces Results of Detailed Analysis of the Phase 3 Clarity Ad Study

Eisai Co., Ltd. and Biogen Inc. Announces FDA Grants Traditional Approval for LEQEMBI® (Lecanemab-Irmb) for the Treatment of Alzheimer’s Disease

Full year 2023 earnings released: EPS: JP¥193 (vs JP¥167 in FY 2022)

Investor sentiment deteriorates as stock falls 16%

Eisai Co., Ltd. and Biogen Inc. Announces the U.S. Food and Drug Administration's (FDA) Peripheral and Central Nervous System Drugs Advisory Committee

Eisai Submitts Market Authorization Application for Lecanemab as Treatment for Early Alzheimer's Disease Filed in South Korea

Now 22% undervalued

Eisai Submits Marketing Authorisation Application (MAA) for Lecanemab, an Investigational Anti-Amyloid Beta (Aß) Protofibril Antibody

Eisai Co., Ltd. and Biogen Inc. Announce Health Canada Accepts New Drug Submission for Lecanemab

Full year 2023 earnings released: EPS: JP¥193 (vs JP¥167 in FY 2022)

Eisai Co., Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2024

Eisai Co., Ltd., Annual General Meeting, Jun 21, 2023

Upcoming dividend of JP¥80.00 per share at 2.2% yield

Third quarter 2023 earnings released: EPS: JP¥30.09 (vs JP¥49.43 in 3Q 2022)

Eisai Co., Ltd. and Biogen Inc. Announce Lecanemab Receives Priority Review Status in Japan

Eisai Accepts Marketing Authorization Application for Lecanemab as Treatment for Early Alzheimer's Disease

Eisai Co., Ltd. Files Marketing Authorization Application for Anti-Amyloid-Beta Protofibril Antibody Lecanemab for Early Alzheimer's Disease in Japan

Eisai Co., Ltd. and Biogen Inc. Submits Marketing Authorization Application for Lecanemab as Treatment for Early Alzheimer's Disease in Europe

Eisai Co., Ltd. and Biogen Inc. Announce FDA Approves LEQEMBI (lecanemab-irmb) Under the Accelerated Approval Pathway for the Treatment of Alzheimer's Disease

Eisai Initiates BLA Submission of Data for Lecanemab in China

Eisai Presents Results of Lecanemab Phase 3 Confirmatory Clarity AD Study for Early Alzheimer's Disease at CTAD Conference

Eisai to Present Latest Data on Fycompa (Perampanel) CIII at the 76th American Epilepsy Society (AES) Annual Meeting

High number of new directors

Second quarter 2023 earnings released: EPS: JP¥12.44 (vs JP¥14.04 in 2Q 2022)

DKSH Holding AG (SWX:DKSH) signed an agreement to acquire Two pharma brands of Eisai.

Eisai Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023

Eisai Announces Real-World Evidence on the Clinical Effectiveness of LENVIMA® (lenvatinib) Monotherapy for the Treatment of Patients with Radioiodine-Refractory Differentiated Thyroid Cancer

Investor sentiment improved over the past week

Eisai Co. and Biogen Announce Positive Topline Results from Eisai's Large Global Phase 3 Confirmatory Clarity AD Clinical Trial of Lecanemab

Upcoming dividend of JP¥80.00 per share

Merck and Eisai Present Results From Phase 3 LEAP-002 Trial Evaluating KEYTRUDA® (pembrolizumab) Plus LENVIMA® (lenvatinib) Versus LENVIMA Monotherapy in Patients With Unresectable Hepatocellular Carcinoma

Eisai Presents New Data from Its Oncology Portfolio and Pipeline At ESMO Congress 2022

First quarter 2023 earnings released: EPS: JP¥93.81 (vs JP¥147 in 1Q 2022)

Eisai Presents New Data for Lecanemab (Ban2401) At Alzheimer's Association International Conference

Merck & Co., Inc. and Eisai Co., Ltd. Provides Update on Phase 3 LEAP-002 Trial

Eisai Co., Ltd. and Biogen Inc. Announces U.S. Food and Drug Administration Accepted the Biologics License Application

High number of new directors

Full year 2022 earnings released: EPS: JP¥167 (vs JP¥147 in FY 2021)

Global Coalition for Adaptive Research Announces the Discontinued Evaluation of Eritoran in REMAP-COVID

Full year 2022 earnings released: EPS: JP¥167 (vs JP¥147 in FY 2021)

Eisai Co., Ltd., Annual General Meeting, Jun 17, 2022

Eisai Co., Ltd., Annual General Meeting, Jun 17, 2022

Eisai Completes Rolling Submission to the U.S. FDA for Biologics License Application of Lecanemab for Early Alzheimer's Disease Under the Accelerated Approval Pathway

High number of new directors

Eisai Co., Ltd. Announces Article About Long-Term Health Outcomes of Its Investigational Anti-Amyloid-Beta Protofibril Antibody Lecanemab in People Living

CEO Compensation Analysis

CEO