Eisai

Eisai

4523.T
Tokyo, Japan· Est.
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4523.T · Stock Price

JPY 4,677+627 (+15.48%)
Market Cap: $8.4B

Historical price data

Market Cap: $8.4BPipeline: 200 drugs (141 Phase 3)Patents: 20Founded: 1941Employees: 10,000+HQ: Tokyo, Japan

Overview

Eisai is a fully integrated, patient-centric biopharmaceutical company with a mission to give first thought to patients and their families. Its strategic focus on neurology and oncology has yielded landmark achievements, most notably the commercialization of the first disease-modifying Alzheimer's therapy, LEQEMBI, in partnership with Biogen. The company complements its commercial success with a deep, long-standing commitment to sustainability and global health, distributing billions of treatments for neglected tropical diseases. Financially robust and strategically disciplined, Eisai is leveraging its neuroscience leadership to expand its oncology portfolio and solidify its long-term growth trajectory.

NeurologyOncology

Technology Platform

Integrated small molecule discovery and development with deep expertise in neurology (neurodegenerative diseases) and oncology (tyrosine kinase inhibitors), driven by a patient-centric research philosophy.

Pipeline

200
200 drugs in pipeline141 in Phase 3
DrugIndicationStageWatch
Zonisamide + PlaceboEpilepsyPhase 3
fluorouracil + IrofulvenPancreatic CancerPhase 3
lenvatinib + pembrolizumab + saline placeboCarcinoma, HepatocellularPhase 3
Cytarabine or Supportive Care + Dacogen (decitabine) onlyAcute Myeloid LeukemiaPhase 3
Sibutramine Hydrochloride MonohydrateObesityPhase 3

FDA Approved Drugs

11
LEQEMBI IQLIKBLAAug 29, 2025
LEQEMBIBLAJan 6, 2023
DAYVIGONDADec 20, 2019

Opportunities

Dominant share in the newly created disease-modifying Alzheimer's therapy market with LEQEMBI.
Significant label expansion potential for LENVIMA in combination therapies across multiple solid tumors.
Growing ESG investor focus aligns perfectly with the company's long-standing Access to Medicines and sustainability initiatives.

Risk Factors

Commercial success of LEQEMBI is contingent on overcoming significant market access, reimbursement, and infrastructure hurdles.
Revenue concentration in key partnered products (LENVIMA with Merck, lecanemab with Biogen) creates dependency.
Intense competition in both neuroscience and oncology from larger peers with greater resources.

Competitive Landscape

In Alzheimer's, faces direct competition from Eli Lilly's donanemab and other amyloid-targeting therapies. In oncology, LENVIMA competes with other VEGF inhibitors and combo regimens, while taletrectinib will compete in the niche ROS1+ NSCLC market. Eisai differentiates via its integrated 'hhc' approach and deep global health commitment.

Company Timeline

1941Founded

Founded in Tokyo, Japan

2019FDA Approval

FDA Approval: DAYVIGO

2023FDA Approval

FDA Approval: LEQEMBI

2025FDA Approval

FDA Approval: LEQEMBI IQLIK