bearish
Eisai Co Ltd (4523 JP): Mixed H1FY25 Performance; Guidance Reaffirmed; Leqembi Struggle Continues
289 Views21 Nov 2024 09:30
SUMMARY
- During H1FY25, Eisai Co Ltd (4523 JP) reported 3% YoY growth in revenue, driven by mainstay drugs. However, operating profit declined 11% YoY and net profit decreased 6% YoY.
- Although Eisai kept its FY25 total revenue guidance unchanged, it has reduced Leqembi FY25 revenue guidance by ¥14B to ¥42.5B due to lower revenue expectation from Americas.
- Leqembi is expected to be approved in Europe for a narrower set of patients. Next year, the drug will face competition in the U.S.
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Tina Banerjee
Global Healthcare Analyst
Price Chart(Sign Up to Access)
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