China & Eisai

China: Regulatory progress; BLA accepted and designated for priority review.

Eisai: Partner responsible for development and commercialization; launched Leqembi Iqlik in the US, expanding its Alzheimer's franchise.

China: China market had a stockpiling effect in Q2 2025; Leqembi included in Commercial Insurance Innovative Drug List in Dec 2025, supporting future sales.

Eisai: Eisai reported Leqembi sales of JPY 29.3 billion in Q2 2026, driving its revenue and partnership with Biogen.

China: China is another market where Leqembi is approved; the India launch does not directly affect its market.

Eisai: Eisai is the primary actor, launching Leqembi in India, which could drive revenue growth and strengthen its position in the Alzheimer's treatment market.

China: China's involvement in a summit with the United States impacted crude oil prices due to lack of intervention in the gulf war.

Eisai: Eisai's stock tumbled and declined, contributing to the negative performance of some pharmaceutical companies.

Eisai: Eisai, as the primary developer and commercializer of Lecanemab, presented the sales simulation, indicating strong future revenue growth for the company. This positively impacts its financial projections and market position.