Global Healthcare Analyst

Tina Banerjee

Equity research analyst having 15+ years of experience, with an interest on fundamentally strong global healthcare companies. I have been helping investors to find future winners in healthcare space to grow their wealth by focusing on the strength and potential of the business models of the companies. My initiating coverage reports and pitch help investors to know ‘what to buy’, ‘why to buy’, and ‘when to buy’. My clients always remain on top of the sector with the help of my timely and detailed notes on earnings or any news update. I also provide broader view on the entire healthcare sector through periodic thematic reports.

Eisai Co Ltd (4523 JP): Mixed Result for FY26; FY27 Guidance Indicates Profitability Improvement

Eisai Co Ltd (4523 JP): Impressive 1Q Result; Subcutaneous Leqembi Is Key for Future Growth

Eisai Co Ltd (4523 JP): Label Expansion Drives Leqembi Ahead; Competitive Landscape Turns Favorable

Eisai Co Ltd (4523 JP): Leqembi at a Growth Juncture as New Markets Open Up; Margins Under Pressure

Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/eisai-co-ltd" target="_blank" data-smartkarma-citation="entities:21001:1" rel="noopener">Eisai Co Ltd (4523 JP)</a> has reported better-than-expected result for 9MFY26. Revenue increased 3% YoY to ¥620B, driven by strong performance of the key drugs.</li>
<li>9MFY26 revenue, operating profit, and net profit represent progress rate of 79%, 100%, and 101% against full-year FY26 forecast. However, the company reiterated FY26 forecast.</li>
<li>Indication and geography expansion of key drugs along with Eisai’s recent initiatives to enhance its pipeline and expand its oncology franchise should position the company for long-term growth.  </li>
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Eisai Co Ltd (4523 JP) has reported better-than-expected result for 9MFY26. Revenue increased 3% YoY to ¥620B, driven by strong performance of the key drugs.
9MFY26 revenue, operating profit, and net profit represent progress rate of 79%, 100%, and 101% against full-year FY26 forecast. However, the company reiterated FY26 forecast.
Indication and geography expansion of key drugs along with Eisai’s recent initiatives to enhance its pipeline and expand its oncology franchise should position the company for long-term growth.  


Eisai Co Ltd (4523 JP): Key Drugs Drive Solid 9M Performance; FY Guidance Reaffirmed