Eisai reports strong H1 driven by Alzheimer’s, oncology drug sales

Eisai's consolidated revenue for the second quarter of the fiscal year ending March 2026 reached JPY 400.0 bn, a 3.9% increase year-over-year. Operating profit rose significantly by 23.6% to JPY 34.4 bn, with profit attributable to owners of the parent up 13.5% to JPY 24.6 bn. The pharmaceutical business, central to this growth, saw revenue increase by 5.4% to JPY 393.3 bn, driven by robust sales of Leqembi (lecanemab), Lenvima (lenvatinib), and Dayvigo (lemborexant). Leqembi alone contributed JPY 41.1 bn, a 153% increase, with significant growth across Japan, Americas, and China.

Strategic progress in Alzheimer's disease treatment was highlighted by Leqembi's approval in 51 countries/regions and the launch of subcutaneous auto-injector LEQEMBI IQLIK in the U.S. and its planned submission in Japan by year-end 2025. This, along with advancements in blood-based biomarker (BBM) diagnostics, aims to broaden access to AD treatment. Research and development expenses decreased by 7.6% to JPY 75.5 bn, while selling, general and administrative expenses increased by 3.6% to JPY 204.0 bn, primarily due to Leqembi's commercialization efforts.