In today’s briefing:
- Eisai (4523 JP): 3L Drive 9MFY25 Result; FY25 Guidance Reaffirmed; Leqembi at an Inflection Point
- Glaukos Corporation: Can The iDose Market Expansion Fetch Significant Growth With iDose Platform?

Eisai (4523 JP): 3L Drive 9MFY25 Result; FY25 Guidance Reaffirmed; Leqembi at an Inflection Point
- In 9MFY25, Eisai Co Ltd (4523 JP) reported 9% YoY growth in revenue, driven by 3Ls. Operating profit rose 48% YoY and net profit climbed 56% YoY to ¥45.5B.
- Eisai kept its FY25 total revenue guidance unchanged, implying a weaker Q4FY25 with a probable loss on the cards.
- Lenvima growth stabilizes on indication expansion, Leqembi awaiting approvals and untangling safety concerns in a bid to reach its full market potential.
Glaukos Corporation: Can The iDose Market Expansion Fetch Significant Growth With iDose Platform?
- Glaukos Corporation’s financial results for the fourth quarter and full year 2024 reflect strong performance across multiple segments and considerable strategic initiatives, setting up the company for continued development in the upcoming year.
- The company reported record fourth quarter consolidated net sales of $105.5 million, marking a 28% increase compared to the same period in the previous year.
- For the full year, Glaukos achieved net sales of $383.5 million, representing a 22% increase over 2023.
