
Recently, foreign media reported that in the latest report, Eisai expects the global sales of the new Alzheimer's disease (AD) drug Leqembi (lecanemab) to reach 290 billion yen (nearly 2 billion US dollars) in the fiscal year 2026, and increase to 1.3 trillion yen (8.8 billion US dollars) by the fiscal year 2032.
Leqembi is an anti-amyloid beta (Aβ) monoclonal antibody that can selectively neutralize and eliminate soluble and toxic Aβ aggregates, which cause Alzheimer's disease neuropathy. Therefore, it may positively impact the AD pathological process and slow down disease progression.In January 2023, the FDA approved Leqembi for the treatment of AD under the accelerated approval pathway. However, Leqembi treatment can only be administered to AD patients with mild cognitive impairment or mild dementia who have pathologically confirmed presence of Aβ. In July of the same year, Leqembi's accelerated approval was successfully converted to full approval.Eisai stated that by the fiscal year 2026, 398,000 patients worldwide will be eligible for Leqembi treatment. With the acceleration of diagnosis and the simplification of the Leqembi treatment pathway, this number is expected to surge to 3.32 million by the fiscal year 2032.
Currently, Eisai aims to increase the number of neurology customer specialists by approximately 30% in the first quarter of the fiscal year 2024. The company also plans to strengthen its collaboration with Biogen, which is handling the commercial tariffs for Leqembi in the United States.However, a recent survey by Spherix found that few neurologists consider Leqembi a major medical advance compared to other historical AD treatment drugs.CurrentlyLeqembiThe coverage is also significantly insufficient, as 2/5 of the patients who could receive treatment did not obtain prescriptions due to insurance issues. Moreover,Leqembi needs to be injected at a specialized center, but according to Sphreix's report, 3/5 of patients receive treatment at off-site injection centers not associated with neurologist practices.Eisai Hopes to Expand Its Alzheimer's Disease Business by Launching the Maintenance Dose and Subcutaneous Formulation of Leqembi, Which May Simplify the Experience of Patients Receiving the Drug.Copyright © 2024 PHARMCUBE. All Rights Reserved.
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