Eisai Co., Ltd.

4523.T
Drug Manufacturers - Specialty & Generic
2026/09/16 Updated
Market Cap: $8.7B (¥1.3T)
Stock Price: $30.79 (¥4,774)
Exchange Rate: 1 USD = ¥155.04

Astellas and Biogen Announce China Approval of Leqembi (lecanemab)

Lequembi® (lecanemab) subcutaneous injectable SC-AI is approved in China as an early therapy for mild Alzheimer's disease. With a once-weekly 500 mg dose, home administration becomes possible, with a planned switch from IV administration. Launch is scheduled for fiscal year 2026. Minor impact expected on the earnings forecast for the fiscal year ending March 2027.

Importance:
Page Updated: September 3, 2026
IR Disclosure Date: September 3, 2026

Key Figures

  • Approval: Leqembi SC-AI subcutaneous 500 mg weekly (IV exposure equivalent)
  • Planned launch: Fiscal year 2026
  • Impact: Minor; no change to 2027 fiscal year earnings guidance

AI要約

Section heading

This release announces the approval of the subcutaneous injectable SC-AI of lecanemab in China under the joint development and commercialization framework of Astellas and Biogen. SC-AI enables home administration with a weekly 500 mg dose, with the possibility of switching from IV administration. The approval is based on data from the Clarity AD trial and the long-term extension study LTE. Safety is generally comparable to IV administration, with local reactions but low frequency of systemic events.

Section 2 heading

In the Chinese market, the already launched Leqembi in June 2024 gains an additional at-home administration option through this approval, potentially improving treatment pathways and patient quality of life. Astellas leads global development and regulatory submissions, with co-promotion with Biogen. In China, Astellas handles sales and medical information through specialist MRs.

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