Eisai: Still Relatively Modest Market-Implied Expectations For Leqembi
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Eisai's drug Leqembi has begun its commercial journey with modest market expectations in the US. Despite a setback from the EMA, it has approvals in Japan, US, China, and the UK. Lenvima continues to grow, aiming to meet 2025 targets.
November 11, 2024 | 4:00 pm
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Eisai's Leqembi faces modest market expectations in the US, with approvals in major markets except the EU. Lenvima shows promising growth.
Leqembi's market penetration in the US is expected to be modest, which aligns with current market expectations. The EMA's decision is a setback, but approvals in other major markets mitigate this impact. Lenvima's growth supports Eisai's overall performance.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80