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Eisai Co Ltd (4523 JP): 단기적으로 실적 반전이 예상되지 않는 이유
769 Views03 Jan 2024 01:30
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요약
- Eisai Co Ltd (4523 JP) shares corrected more than 60% from highs over the disappointment from Alzheimer’s disease drug Leqembi. During H1FY24, Leqembi reported revenue of just ¥400M ($3M).
- With approximately 40% revenue contribution, anti-cancer drug Lenvima is the top selling drug of Eisai. In the U.S., Lenvima patent protection will start to expire in US in October 2025.
- In December, Eisai has submitted a marketing authorization application in Japan for tasurgratinib for biliary tract cancer. If approved, tasurgratinob will be a late entrant in a crowded market.
관련 통찰력
More »- Eisai Co Ltd (4523 JP): Impressive 1Q Result; Subcutaneous Leqembi Is Key for Future Growth
- Eisai Co Ltd (4523 JP): Leqembi at a Growth Juncture as New Markets Open Up; Margins Under Pressure
- Eisai (4523 JP): 3L Drive 9MFY25 Result; FY25 Guidance Reaffirmed; Leqembi at an Inflection Point
- Eisai Co Ltd (4523 JP): Mixed H1FY25 Performance; Guidance Reaffirmed; Leqembi Struggle Continues
- Eisai Co Ltd (4523 JP): New Competition Is Coming for Alzheimer’s Disease Drug; No Immediate Threat
인기 컬렉션
More »트렌드 통찰력
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- HK Connect SOUTHBOUND Flows (To 19 Sep 2025); BIG Single Stock Trading Again, Feels Slightly Toppish
- The Pinkfong Company IPO Preview
- The BOJ Announces the Start of ETF/JREIT Selldowns - Basically a Nothing-Burger
- Nvidia–OpenAI US$100bn Partnership: Asia Hardware Supply Chain Implications
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Top Quartile
Tina Banerjee
Global Healthcare Analyst
가격 차트(접속하기 위해 가입하세요)
- Eisai Co Ltd (4523 JP): New Competition Is Coming for Alzheimer’s Disease Drug; No Immediate Threat03 Jul 2024
- Eisai Co Ltd (4523 JP): Leqembi Is Gathering Momentum; Imminent Competition May Spoil the Party16 May 2024
- Eisai Co Ltd (4523 JP): Despite Sluggish Launch, Ambitious Long-Term Target Set for Leqembi09 Mar 2024
- Eisai Co Ltd (4523 JP): Why Performance Reversal Is Not Expected in Near-Term03 Jan 2024
- Eisai Co (4523 JP): Better-Than-Expected Q1FY24 Result; Reaffirmed FY24 Guidance05 Aug 2023
- Eisai Co Ltd (4523 JP): Becomes the Best Alzheimer’s Disease Play After Full FDA Nod07 Jul 2023
- Eisai Co (4523 JP): Alzheimer’s Drug Approaching Full FDA Approval; Other Countries to Follow Soon25 Jun 2023
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