Eisai (4523) Status Update summary

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.