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Eisai (4523) investor relations material
Eisai Status Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Status Update summary9 Dec, 2025
Value creation and ESG strategy
Emphasis on the hhc concept and ecosystem, integrating patient-centricity and social good into long-term strategy and Articles of Incorporation, with 15 material topics guiding management priorities and a 30-year Future Creation Strategy.
Social impact targets include LEQEMBI for Alzheimer's (¥80B in 2025, ¥1.8T in 2030), free DEC tablets for lymphatic filariasis (¥520B in 2025, ¥560B in 2030), and global health initiatives providing 2.52B DEC tablets.
Materiality topics and KPIs are prioritized based on stakeholder satisfaction and correlation with PBR improvement, with long-term goals set for 2030.
Human capital initiatives aim for 100% hhc concept penetration, >90% employee engagement, increased diversity, and human resource investment efficiency targets rising from 82% to 87% by 2030.
Financial strategy seeks stable dividends, optimal capital structure, and maximizing intrinsic corporate value, with ROE and DOE targets of 25% and 15% respectively by 2030.
Progress in dementia and oncology
LEQEMBI approved and launched in all five business regions, reaching 23,000 patients and creating $503 million in social value in the US in FY2024, with a target of 35,000 patients in 2025 and 900,000 by 2030.
Targets for LEQEMBI include contributing to 350,000 people globally in FY2025 and 900,000 by FY2030, with a projected JPY 1.8 trillion social impact.
Oncology area targets 90,000 patients annually and maintains sales at ¥300B, with new indications and projects in the pipeline.
Global health initiatives provided 2.52B DEC tablets, targeting 29M people in 2025 and 31M in 2030, with mass drug administration completed in India and 18 other countries.
R&D, innovation, and ecosystem development
R&D reorganization focused on translational research, efficient drug development, and leveraging AI and modeling to reduce costs and accelerate timelines.
Pipeline includes next-generation dementia drugs and combination therapies, with ongoing efforts in neurology and oncology.
AI and computational science are increasingly used in drug discovery, with notable improvements in innovation scores in R&D.
Sustained innovation is driven by digital solutions, partnerships, and a focus on both drug and non-drug approaches in dementia care.
The ecosystem includes digital health tools, patient support programs, and collaborations with academia and industry partners.
LEQEMBI's next-gen impact on AD continuum?
Synergies of non-drug R&D with core pharma?
How will 30-year strategy address leadership decline?
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Frequently asked questions
Eisai Co., Ltd. is a global pharmaceutical company based in Tokyo, Japan. The company focuses on the research and development, manufacturing, and marketing of prescription medicines. Eisai's business activities extend to the discovery, development, manufacture, and sale of pharmaceuticals, including a broad range of therapeutic areas such as neurology and oncology. Eisai is headquartered in Bunkyo-ku, Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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