Eisai US

What Eisai US does

Eisai Inc. is the wholly-owned US operating subsidiary of Eisai Co., Ltd., a Japanese pharmaceutical company listed on the Tokyo Stock Exchange (ticker: 4523) and founded in 1941, with US operations established in 1987 and the current corporate entity formed in 1995. Headquartered in Nutley, New Jersey, with R&D centers in Cambridge, Massachusetts (the G2D2 Center for Genetics Guided Dementia Discovery) and Exton, Pennsylvania (the EPAT Epochal Precision Anti-Cancer Therapeutics division), the company employs 5,001-10,000 people across manufacturing, research, and commercial operations. Its therapeutic focus is concentrated in neurology and oncology.

The commercial portfolio centers on three core products. LEQEMBI (lecanemab) is an anti-amyloid beta protofibril antibody for early Alzheimer's disease, now offered in both intravenous and subcutaneous (LEQEMBI IQLIK autoinjector, approved August 2025) formulations and approved in 53+ countries. LENVIMA (lenvatinib) is an orally available multi-receptor tyrosine kinase inhibitor approved for differentiated thyroid cancer, renal cell carcinoma, hepatocellular carcinoma, and endometrial carcinoma, co-developed and co-commercialized with Merck under the LEAP program. WELIREG (belzutifan), an HIF-2α inhibitor originated by Merck, is co-promoted in renal cell carcinoma and von Hippel-Lindau disease indications. Pipeline assets include E2086 (selective orexin-2 receptor agonist for narcolepsy, Phase 2) and etalanetug (anti-tau antibody, Phase Ib/II). The R&D engine is the Deep Human Biology Learning (DHBL) platform, a biology-first discovery approach that integrates human genetics, complex chemistry, and disease expertise across traditional therapeutic boundaries.

Revenue is generated primarily through proprietary pharmaceutical product sales (LEQEMBI, LENVIMA, WELIREG) distributed via specialty pharmacies, infusion centers, retail pharmacies, and direct hospital accounts, supplemented by royalties and milestone payments from co-development partners Biogen, BioArctic, and Merck, and from licensing transactions such as the $75M upfront Henlius serplulimab Japan agreement. Pricing follows standard pharmaceutical payer negotiations, with LEQEMBI's IV formulation requiring hospital/infusion administration and the IQLIK subcutaneous formulation enabling at-home dosing. Strategic customers are concentrated in a small set of co-development partners (Merck, Biogen, BioArctic), while the end prescribing base spans US neurologists, oncologists, specialty pharmacy networks, and patient advocacy organizations including CaringKind (Alzheimer's) and KCCure/KidneyCAN (kidney cancer). The company carries historical M&A footprint from the 2008 acquisition of MGI Pharma and continues to expand globally, including a new IT capability centre in India and regulatory filings in China, Japan, and the EU.

Name

Eisai US

Legal name

Eisai Inc.

Website

http://us.eisai.com/

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

5,001–10,000 employees

Short description

Eisai Inc. is the wholly-owned US pharmaceutical subsidiary of Japan's Eisai Co., Ltd., commercializing neurology and oncology products including LEQEMBI for Alzheimer's disease and LENVIMA and WELIREG for various cancers, with R&D operations in New Jersey, Massachusetts, and Pennsylvania.

Ownership category

akta.pro rank

Product category

Pharmaceuticals (Neurology and Oncology)

NAICS

Pharmaceutical Preparation Manufacturing (325412), Biological Product (except Diagnostic) Manufacturing (325414), Pharmaceutical and Medicine Manufacturing (32541)

SIC

Pharmaceutical Preparations (2834), Biological Products, (No Disgnostic Substances) (2836)

akta.pro primary industry

Nephrology & Urology Specialty Pharmaceuticals (HLAIACAH)

akta.pro secondary industry

Target Identification & Validation Platforms (omics-driven, chemoproteomics, genetic validation) (HLAAAIAI)

Keywords

• Pharmaceutical products
• Neurology therapeutics
• Oncology therapeutics
• Drug development
• Clinical research

Headquarters

HQ city

Woodcliff Lake

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Supply Chain, Infrastructure

Revenue model

1. Pharmaceutical Product Sales: Revenue from sales of proprietary pharmaceutical products including LEQEMBI for Alzheimer's disease, LENVIMA for various cancers, and other approved medicines. Third quarter 2025 Leqembi sales totaled 18 billion yen with 68% year-over-year increase.
2. Royalty and Licensing Revenue: Royalties from partnership agreements including BioArctic collaboration on lecanemab, and milestone payments from co-development partnerships with Biogen and Merck.
3. Strategic Partnership Payments: Upfront payments, regulatory milestones, and sales milestones from partnership agreements such as $75M upfront from Henlius for serplulimab Japan rights plus up to $313M in milestones.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Eisai US is the United States operating subsidiary of Eisai Co., Ltd., developing, manufacturing, and commercializing prescription pharmaceutical products focused on two core therapeutic areas: neurology (Alzheimer's disease, sleep-wake disorders) and oncology (thyroid, renal cell, hepatocellular, and endometrial cancers). Flagship marketed products include LEQEMBI (lecanemab), an anti-amyloid beta protofibril antibody for early Alzheimer's disease; LENVIMA (lenvatinib), an oral multi-receptor tyrosine kinase inhibitor for multiple cancer indications; and WELIREG (belzutifan), an HIF-2α inhibitor co-developed with Merck for renal cell carcinoma and VHL disease-associated tumors.

Product overview

Eisai US operates as the U.S. subsidiary of Eisai Co., Ltd., a Japan-based pharmaceutical company guided by its 'human health care (hhc)' mission. Eisai's product portfolio centers on two core therapeutic areas: Neurology and Oncology. In Neurology, the flagship product is LEQEMBI (lecanemab), an anti-amyloid beta protofibril antibody for early Alzheimer's disease, offered in both intravenous and subcutaneous (LEQEMBI IQLIK) formulations, alongside pipeline candidates including E2086 (selective orexin-2 receptor agonist for narcolepsy) and etalanetug (anti-tau antibody for Alzheimer's disease). In Oncology, Eisai's key products include LENVIMA (lenvatinib), a multi-receptor tyrosine kinase inhibitor for thyroid cancer, renal cell carcinoma, hepatocellular carcinoma, and endometrial carcinoma; and WELIREG (belzutifan), a HIF-2α inhibitor co-developed and co-commercialized with Merck for advanced renal cell carcinoma and VHL disease. The company also offers patient support programs such as Magnolia Meals at Home and digital resources like Kompass for kidney cancer patients. Eisai's R&D is conducted through its Deep Human Biology Learning (DHBL) organization and discovery centers including the G2D2 (Center for Genetics Guided Dementia Discovery) in Cambridge, MA.

Differentiator

Problem solved

Functional benefit

Brands

• LEQEMBI (lecanemab): Anti-amyloid beta antibody for early Alzheimer's disease, approved in 53 countries.
• LENVIMA (lenvatinib)
• IQLIK
• Magnolia Meals at Home
• Kompass
• G2D2

Products and services

• LEQEMBI (lecanemab) Intravenous Anti-amyloid beta protofibril antibody administered by intravenous infusion every two weeks for treatment of early Alzheimer's disease with mild cognitive impairment or mild dementia and confirmed amyloid pathology; approved in 53+ countries, indicated for patients with ApoE ε4 non-carriers or heterozygotes per Health Canada labeling.
• LEQEMBI IQLIK (lecanemab-irmb) Subcutaneous Autoinjector Subcutaneous autoinjector formulation of lecanemab for once-weekly at-home administration in early Alzheimer's disease, providing an alternative to hospital-based IV infusion and expanding access beyond traditional infusion settings.
• LENVIMA (lenvatinib) Orally available multiple receptor tyrosine kinase inhibitor targeting VEGF receptors and other kinases implicated in tumor growth and angiogenesis; approved across multiple oncology indications including differentiated thyroid cancer, renal cell carcinoma, hepatocellular carcinoma, and endometrial carcinoma, often used in combination with Merck's KEYTRUDA (pembrolizumab) or WELIREG (belzutifan).
• WELIREG (belzutifan) First-in-class oral hypoxia-inducible factor-2 alpha (HIF-2α) inhibitor co-developed and co-commercialized with Merck, indicated for von Hippel-Lindau disease-associated tumors, advanced renal cell carcinoma following PD-1/PD-L1 and VEGF-TKI therapy, and pheochromocytoma or paraganglioma; demonstrated 30% reduction in risk of disease progression or death vs cabozantinib in advanced RCC when combined with LENVIMA.

Quantifiable outcome

• 78.4% treatment persistence at 18 months, 67.3% at 24 months for lecanemab
• +3 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Seven partnerships are on record, tiered major, core and minor.

• Shanghai Henlius BiotechmajorOEM/ Whitelabel/ Licensing Partner · 6 February 2026Exclusive commercialization and co-exclusive development and manufacturing license for anti-PD-1 antibody serplulimab in Japan. Eisai paid $75M upfront with up to $80.01M in regulatory milestones, $233.3M sales milestones, plus double-digit royalties.
• Nuvation BiomajorStrategic or Co-development Partner · 1 January 2026Exclusive licensing agreement for taletrectinib (next-generation ROS1 inhibitor) covering Europe and additional territories outside US, China, and Japan. EMA validated Marketing Authorisation Application with standard review expected H1 2027.
• Merck (MSD)coreStrategic or Co-development Partner · 1 March 2018Strategic collaboration for worldwide co-development and co-commercialization of LENVIMA. Companies jointly develop, manufacture and commercialize LENVIMA both as monotherapy and in combination with Merck's KEYTRUDA (pembrolizumab) and HIF-2α inhibitor WELIREG (belzutifan). Multiple clinical trials ongoing under LEAP clinical program across multiple tumor types.
• BiogencoreStrategic or Co-development PartnerCo-development and co-commercialization of LEQEMBI (lecanemab) for Alzheimer's disease. Eisai serves as lead for global development and regulatory submissions with final decision-making authority. Joint commercialization in US and Canada.
• BioArcticcoreStrategic or Co-development PartnerLong-standing partnership for lecanemab development. BioArctic originated the technology and receives royalties on global sales. Leqembi developed through collaboration between BioArctic, Eisai, and Biogen.
• CaringKindmajorStrategic or Co-development PartnerCollaboration to address mealtime and nutrition needs for people living with Alzheimer's disease and related dementias. Expanded Magnolia Meals at Home program providing brain-healthy recipes and nutrition resources for ADRD patients and care partners.
• KCCureminorStrategic or Co-development PartnerLaunched Kompass digital resource for kidney cancer patients and caregivers with advocacy organizations including KCCure, KidneyCAN, Kidney Cancer Association, and National Kidney Foundation.

Scale indicators6 records

Recent moves7 records

Expansion highlights7 records

Direct peers

• Eli Lilly and Company: Direct competitor in the early Alzheimer's anti-amyloid antibody space with Kisunla (donanemab). Also a major player in oncology and immunology, competing with Eisai in neurology and specialty pharma adjacencies.
• Biogen Inc. Co-development and co-commercialization partner for LEQEMBI in Alzheimer's disease, with joint US and Canada commercialization. Competes broadly in neurology and has its own Alzheimer's pipeline assets.
• Merck & Co. (MSD): Strategic partner for LENVIMA and WELIREG co-development and co-commercialization. Direct overlap in oncology, particularly in renal cell carcinoma combinations with KEYTRUDA.

Broad incumbents

• AstraZeneca: Large oncology-focused pharma with overlapping RCC and broader oncology portfolio (Imfinzi, Lynparza, Enhertu via partnership). Competes for the same oncology market segments Eisai targets with LENVIMA and WELIREG.
• Pfizer Inc. Broad incumbent pharmaceutical company with substantial oncology and specialty pharma presence. Overlaps with Eisai across multiple tumor types and competes for specialty pharmacy channels and oncology prescribers.
• Bristol Myers Squibb: Major oncology incumbent with renal cell carcinoma franchise (Opdivo) directly competing with LENVIMA + KEYTRUDA combinations. Overlapping pipeline in solid tumor immunotherapy and ADC development.
• Novartis AG: Global pharmaceutical company with overlapping oncology (Kisqali, Lutathera) and neurology presence. Competes for specialty distribution channels and oncology market access.
• Roche Holding (Genentech): Major oncology and neurology incumbent with competing Alzheimer's pipeline (crenezumab history) and extensive oncology franchise. Competes with Eisai in ADC development through Genentech platforms.

Regional players

• Takeda Pharmaceutical: Japanese-headquartered pharmaceutical company with US commercial operations spanning oncology, neurology, and rare diseases. Comparable to Eisai as a Japan-origin pharma with US-focused commercial scale and similar therapeutic area focus.
• Daiichi Sankyo: Japanese-headquartered pharmaceutical company with strong oncology and ADC franchise (Enhertu with AstraZeneca). Comparable to Eisai as a Japan-based pharma with US operations and oncology focus, though with different therapeutic priorities.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/eisaius
• LinkedInlinkedin.com/company/eisai

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Eisai US