Eisai Co Ltd (ESALF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you very much for attending the briefing session by ASI Company Limited. We will now begin financial results and business update session by ASI Company Limited for Q2 fiscal 2025. Today, this is held in hybrid format, combining in-person attendance and virtual attendance. For those attending in person, we have distributed a flash report financial results, and a deck of slide presentation. Those of you who are participating virtually, please download these materials from the website. The presenter today is Mr. Haruo Naito, representative corporate officer and chief executive officer. Mr. Naito, CEO, please. Haruo Naito, CEO, Let me begin our presentation for the first half of FY 2025. So let me look at the results for the first half. As you see at the very first bullet point, in organic business of us, pharmaceutical business has shown steady growth. In profits as well, most of the profits are from the frontline business, which is pharmaceutical business. and we could achieve increase in both revenue and profits. I believe that that is the most important point that I wanted to share with you today. And regarding our forecast for the full year results, I believe that there are various opinions So if when we see the stock price trend after announcement, I was disappointed. However, I believe that there are some requirements for the second half that is written in the second bullet point. Anti-tau antibody and narcolepsy treatment. These are the two next generation neurology area promising projects of Azai into which We are making investment of resources into this because clinical trials and studies are now reaching the peak. And on top of that, there are structural reforms in Europe. And in line with such structural reforms, there will be various expenses to be inc...