Eisai Co Ltd (ESALF) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you very much for taking your time to join the financial results presentation by ASI Company Limited. It is now time we would like to start the financial results presentation session for Q1 fiscal 2025. Today, it will be held in a virtual format. Please download or look at the slides for the presentation on our website. Let me introduce the presenter today, Mr. Keisuke Naito, Representative Corporate Officer, Executive Vice President, COO, and Chief Growth Officer. Over to you, Mr. Naito. Thank you very much for joining us today for our earnings call for the first quarter of fiscal year 2025. I am Keisuke Naito, COO and Chief Growth Officer. With many companies reporting their earnings around the same time, we have decided to hold this conference call entirely remotely in order to take into account the burden on the participants. Let's start. This shows today's agenda. We will give you the business update, and they can be under the name FEMA or will be updated. Next, during the first quarter of fiscal year 2025, revenue increased 7% year-on-year and profit increased 55%. First, the pharmaceutical business segment expanded due to growth in what we call three Ls, comprising limbema, there can be a limborexant or divagal, To 119% of the previous year, the efficiency improvements resulting from the structural reform is implemented since last year have contributed to this growth. There can be is making progress smoothly toward achieving the full year focus as pathway establishment Progress, the double-digit growth was achieved in Japan, the U.S., and China compared to the previous quarter. In the U.S., emerging surge towards demand expansion is underway, and preparations for market launch are progressing smoothly for SCAI maintenance therapy. Launch preparations for...