Eisai settles Lenvima patent suit, secures US exclusivity until 2030

Eisai Co., Ltd. reached a settlement with Torrent Pharmaceuticals Ltd. in a U.S. patent infringement lawsuit concerning its anticancer drug Lenvima (lenvatinib). The agreement permits Torrent to launch its generic lenvatinib product in the U.S. from July 1, 2030, unless certain contingencies occur earlier. This follows prior settlements with SUN Pharmaceutical Industries Ltd. and Dr. Reddy's Laboratories, Ltd. in March 2024 and September 2025, respectively, with similar launch dates. Shilpa Medicare Limited is barred from selling its generic lenvatinib product until February 2036, after a favorable court decision for Eisai in May 2025, which Shilpa has appealed.

Lenvima sales revenue in the U.S. for the fiscal year ended March 31, 2025, was JPY 229.6 bn. Eisai stated the settlement is not expected to impact its consolidated financial forecasts for the fiscal year ending March 31, 2026. This stability supports Eisai's broader financial health, with sales revenue of JPY 400.0 bn for the first half of fiscal year 2025 (April 1 to September 30, 2025), a 3.9% increase year-over-year. The company reported an operating profit of JPY 34.4 bn for the same period, up 23.6%, driven by growth in key pharmaceutical products such as Leqembi and Dayvigo, alongside Lenvima.