Eisai (4523) Status Update summary

Value creation strategy and ESG initiatives

• Emphasis on the hhc concept and a new Future Creation Strategy, aiming for sustainable value creation and social good, including reducing health disparities and maximizing stakeholder satisfaction, guided by 15 material topics.

• Materiality topics and KPIs are prioritized based on their correlation with PBR improvement, with long-term goals set for 2030 and regular progress reviews.

• Social impact targets include LEQEMBI for Alzheimer's (¥80B in 2025, ¥1.8T in 2030) and free DEC tablets for lymphatic filariasis (¥520B in 2025, ¥560B in 2030), with significant economic value attributed to these initiatives.

• Financial strategy seeks stable dividends, optimal capital structure, and maximizing intrinsic corporate value, with ROE and DOE targets of 25% and 15% respectively by 2030.

• Sustainability efforts include decarbonization, renewable energy adoption, and robust governance, with a mission-driven approach prioritizing social good before financial results.

Progress in dementia, oncology, and global health areas

• LEQEMBI business expanded to five regions, reaching 23,000 patients globally and aiming for 35,000 Alzheimer's patients in 2025 and 900,000 by 2030, generating substantial social value.

• Oncology area targets 90,000 patients annually and maintains sales at ¥300B, with new indications and projects in the pipeline.

• Global health initiatives provided 2.52B DEC tablets, targeting 29M people in 2025 and 31M in 2030, with expanded support for disease elimination and new drug development.

• Ambitious targets set for 2025 and 2030, with corresponding increases in social impact.

• Next-generation dementia treatments are in development.

R&D, innovation, and ecosystem development

• R&D reorganization focused on translational research, leveraging AI and modeling to accelerate drug development and reduce costs.

• Progress in neurology (anti-MTBR tau antibody, narcolepsy candidate) and oncology (Lenvima, E7386, MORAb-202), with strategic resource allocation to high-probability projects.

• Sustained innovation driven by efficient R&D, digital solutions, and partnerships, with a focus on both drug and non-drug approaches in dementia care.

• Expansion into digital health, monitoring solutions, and hardware (e.g., Life Rhythm Navi, NouKNOW, Arteryex, Theoria Technologies, EcoNaviSta) to address diverse patient needs.

• Collaboration with industry, municipalities, and academia to build a comprehensive dementia ecosystem.