Eisai Co Ltd (4523) Earnings: 1Q Operating Income Surpasses Estimates with Strong Pharmaceutical Business Performance

Eisai Co Ltd on Smartkarma

Analysts on Smartkarma, such as Tina Banerjee, have been closely monitoring Eisai Co Ltd (4523 JP) and its Alzheimer’s disease drug, Leqembi. In a recent report titled “New Competition Is Coming for Alzheimer’s Disease Drug; No Immediate Threat,” it was highlighted that despite the FDA approval of Eli Lilly’s Kisunla, Eisai is not expected to face immediate competition. The company is projected to comfortably meet its Leqembi FY25 revenue target of ¥56.5B, with a significant portion coming from the U.S. market.

Furthermore, in another report titled “Leqembi Is Gathering Momentum; Imminent Competition May Spoil the Party,” the analysts pointed out Eisai’s ambitious revenue projections for Leqembi, aiming to reach ¥1.6T by FY33. However, challenges lie ahead as a competitor drug is anticipated to receive FDA approval in 3Q24, potentially affecting Leqembi’s growth trajectory. The dynamic landscape of the Alzheimer’s treatment market requires careful observation of upcoming developments.

A look at Eisai Co Ltd Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Looking ahead for Eisai Co Ltd, the company seems to be in a stable position based on its Smartkarma Smart Scores. With solid scores in Dividend, Growth, Resilience, and Momentum, Eisai is showing promise for the future. While the Value score could be improved, the overall outlook appears positive. Eisai Co Ltd, known for producing prescription drugs and medical equipment, has a diverse range of products sold globally. Through subsidiaries and sales agents, the company reaches markets in the US, Europe, and Asia, showcasing a strong presence in the industry.

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