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): Leqembi Subcutaneous Injection Approved as Starter Dose for Alzheimer’s

Eisai Co Ltd (4523 JP): Driving Forces Behind Steady Rebound from Lows

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

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

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> reported record high revenue and triple-digit growth in core operating profit in FY26. However, operating and net profits missed guidance due to one-off factors.</li>
<li>Through achieving profitability in the Leqembi business and improving efficiency on cost structure, Eisai aims to drive a substantial increase in core operating profit, representing organic business growth in FY27.</li>
<li>With SC-AI and BBM in place, Eisai believes that Leqembi is entering a true expansion phase. Leqembi revenue is expected to grow 63% YoY to ¥144B (~$900M) in FY27.</li>
</ul>



Eisai Co Ltd (4523 JP) reported record high revenue and triple-digit growth in core operating profit in FY26. However, operating and net profits missed guidance due to one-off factors.
Through achieving profitability in the Leqembi business and improving efficiency on cost structure, Eisai aims to drive a substantial increase in core operating profit, representing organic business growth in FY27.
With SC-AI and BBM in place, Eisai believes that Leqembi is entering a true expansion phase. Leqembi revenue is expected to grow 63% YoY to ¥144B (~$900M) in FY27.


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