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): Driving Forces Behind Steady Rebound from Lows

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

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

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

Equity Bottom-Up

<ul>
<li>
<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 received FDA approval for a once-weekly Leqembi subcutaneous autoinjector (branded as Leqembi Iqlik) as an initiation dose for the treatment of early Alzheimer’s disease.</li>
<li>With the latest approval, throughout the entire treatment course - from initiation through maintenance - patients may receive Leqembi either as IV infusion or as SC injection with Leqembi Iqlik.</li>
<li>This approval will further sharpen Leqembi’s competitive edge over Kinsunla. Eisai guided for FY27 Leqembi revenue of ¥144B (~$900M), up 63% YoY. Leqembi is expected to become blockbuster by FY29.</li>
</ul>



Eisai Co Ltd (4523 JP) has received FDA approval for a once-weekly Leqembi subcutaneous autoinjector (branded as Leqembi Iqlik) as an initiation dose for the treatment of early Alzheimer’s disease.
With the latest approval, throughout the entire treatment course - from initiation through maintenance - patients may receive Leqembi either as IV infusion or as SC injection with Leqembi Iqlik.
This approval will further sharpen Leqembi’s competitive edge over Kinsunla. Eisai guided for FY27 Leqembi revenue of ¥144B (~$900M), up 63% YoY. Leqembi is expected to become blockbuster by FY29.


Eisai Co Ltd (4523 JP): Leqembi Subcutaneous Injection Approved as Starter Dose for Alzheimer’s