Eisai Co. Ltd: PharmaVitae Profile

Publication Date	February 2009
Publisher	Datamonitor
Product Type	Report
Pages	142
ISBN Number	not applicable
Product Code	DAT04511

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Summary

Introduction
This analysis examines the historical and forecast performance for Eisai in the prescription pharmaceutical sector. The profile encompasses global company strategy, portfolio and pipeline analysis and assessment of financial performance, with 1-6 year sales forecasts for key drugs. An interactive forecasting and analysis tool provides continually updated quantitative and qualitative information.

Scope

Highlights

Reasons to Purchase

Benchmark Eisai's performance against key rivals in the prescription pharmaceutical sector

See how the loss of patent protection on Eisai's blockbuster products Aricept and AcipHex/Pariet will impact Rx revenue performance over 200713

Evaluate Eisai's long-term growth potential following the acquisition of US companies Morphotek and MGI Pharma in 2007 and 2008 respectively

Content

CHAPTER 1 ABOUT THIS PROFILE
- Executive summary
- Quarterly news update
- Company introduction
- Company sales
- Company financials
- Key products and competitors
- Data sourcing
- Sales data
- Analyst consensus
CHAPTER 2 EXECUTIVE SUMMARY
- Key findings
- Prescription pharmaceutical sales performance, 2001-13
- Financial performance, 2001-13
- Eisai: PharmaVitae forecasts at a glance
- Strategic insight
- 1) 2001-07: Impressive Rx revenue growth
- 2) 2007-10: M&A sustains Rx revenue
- 3) 2010-13: Life after Aricept and AcipHex?
- Aricept and AcipHex/Pariet face generic competition over 2010-13
- Launch portfolio unable to offset expiry declines
- Further M&A on the horizon?
- Operating margin remains robust despite revenue decline
- SWOT analysis
- Strengths
- Weaknesses
- Opportunities
- Threats
CHAPTER 3 QUARTERLY NEWS UPDATE
- Product developments
- Deals and alliances
- Product deals
- Technology deals
- M&A activity
- Company announcements
- Future product milestones
CHAPTER 4 COMPANY INTRODUCTION
- Key findings
- Background
- Key corporate developments
- M&A history
- Merger of Sakuragaoka Research Laboratory and Nihon Eisai
- Acquisition of Morphotek
- Acquisition of Sanko Junyaku
- Acquisition of MGI Pharma
- Current corporate structure
- Pharmaceuticals business unit structure
- Pharmaceuticals business unit structure
- Prescription pharmaceuticals (Rx)
- Diagnostics
- Consumer healthcare
CHAPTER 5 COMPANY SALES
- Key findings
- Prescription pharmaceutical sales and growth rate analysis, 2001-13
- Product analysis
- Product analysis, 2001-07
- Product analysis, 2007-13
- Therapy area analysis
- Therapy area analysis, 2001-07
- Therapy area analysis, 2007-13
- Therapy area focus, 2001-13
- Geographic analysis
- Geographic analysis, 2001-07
- Geographic analysis, 2007-13
- Geographic focus, 2001-13
- Launch/core/expiry analysis
- Explanation of launch/core/expiry analysis
- Launch analysis, 2007-13
- Core analysis, 2007-13
- Expiry analysis, 2007-13
- Launch/core/expiry configuration, 2007-13
- Molecule type analysis
- Molecule type analysis, 2001-07
- Molecule type analysis, 2007-13
- Externalization analysis
- Externalization analysis, 2001-07
- Externalization analysis, 2007-13
CHAPTER 6 COMPANY FINANCIALS
- Key findings
- Reconciliation between PharmaVitae-formatted prescription pharma sales and company-reported total sales, 2001-07
- Financial statements, 2001-07
- Profit and loss account, 2001-07
- Balance sheet, 2001-07
- Operating costs and profit analysis
- Operating costs and profit analysis, 2001-07
- Operating cost ratio and profit margin analysis, 2001-07
- Operating cost ratio and profit margin analysis, 2007-13
- Operating costs and profit analysis, 2007-13
- Return on capital employed analysis
- Capital employed analysis, 2001-07
- Return on capital employed analysis, 2001-07
- Market capitalization analysis
- Market capitalization analysis, 2001-07
- Total shareholder returns analysis, 2001-07
CHAPTER 7 KEY PRODUCTS AND COMPETITORS
- Key findings
Overview
- Central nervous system
- Aricept
Overview
- Sales forecast
- Methycobal
Overview
- Sales forecast
- Lusedra
Overview
- Sales forecast
- Inovelon/Banzel
Overview
- Sales forecast
- Gastroenterology
- AcipHex/Pariet
Overview
- Sales forecast
- Selbex
Overview
- Sales forecast
- Oncology
- Aloxi
Overview
- Sales forecast
- Dacogen
Overview
- Sales forecast
- E7389
Overview
- Sales forecast
- Gliadel
Overview
- Sales forecast
- Infectious disease
- E5564
Overview
- Sales forecast
- Immunology and inflammation
- Humira
Overview
- Sales forecast
CHAPTER 8 APPENDIX
- R&D pipeline
- Indication broadening pipeline
- References
- Abbreviations
- Exchange rates
List of Tables
- Table 1: Eisai - PharmaVitae forecasts at a glance
- Table 2: Eisai key product developments, 2008
- Table 3: Eisai product deals and alliances, 2008
- Table 4: Eisai technology deals and alliances, 2008
- Table 5: Eisai M&A activity, 2008
- Table 6: Eisai company announcements, 2008
- Table 7: Eisai future product milestones, 2009-10
- Table 8: Eisai product portfolio overview ($m), 2001-07
- Table 9: Eisai product portfolio overview ($m), 2007-13
- Table 10: Eisai product portfolio overview ($m), 2001-07
- Table 11: Eisai product portfolio overview ($m), 2007-13
- Table 12: Eisai portfolio overview by geographic region ($m), 2001-07
- Table 13: Eisai portfolio overview by geographic region ($m), 2007-13
- Table 14: Eisai launch portfolio overview ($m), 2007-13
- Table 15: Eisai core portfolio overview ($m), 2007-13
- Table 16: Eisai expiry portfolio overview ($m), 2007-13
- Table 17: Eisai portfolio overview by molecule type ($m), 2001-07
- Table 18: Eisai product portfolio overview by molecule type ($m), 2007-13
- Table 19: Eisai product portfolio overview by source ($m), 2001-07
- Table 20: Eisai product portfolio overview by source ($m), 2007-13
- Table 21: Total Eisai sales by business unit ($m), 2001-07
- Table 22: Eisai profit and loss account ($m), 2001-07
- Table 23: Eisai balance sheet ($m), 2001-07
- Table 24: Eisai operating revenue/cost analysis ($m), 2001-07
- Table 25: Eisai operating cost ratio analysis (% of total revenues), 2001-07
- Table 26: Eisai operating cost ratio analysis (% of total revenues), 2007-13
- Table 27: Eisai operating revenue/cost analysis ($m), 2007-13
- Table 28: Eisai capital employed ($m), 2001-07
- Table 29: Eisai EBIT return on capital employed ($m), 2001-07
- Table 30: Eisai EBIT pre-tax return/CE driver analysis, 2001-07
- Table 31: Eisai market capitalization ($ billion), 2001-07
- Table 32: Eisai total shareholder returns (annual %), 2001-07
- Table 33: Key products overview
- Table 34: Aricept: overview
- Table 35: Aricept: sales forecast ($m), 2007-13
- Table 36: Methycobal: overview
- Table 37: Methycobal: sales forecast ($m), 2007-13
- Table 38: Lusedra: overview
- Table 39: Lusedra: sales forecast ($m), 2007-13
- Table 40: Inovelon: overview
- Table 41: Inovelon: sales forecast ($m), 2007-13
- Table 42: AcipHex/Pariet: overview
- Table 43: AcipHex/Pariet: sales forecast ($m), 2007-13
- Table 44: Selbex: overview
- Table 45: Selbex: sales forecast ($m), 2007-13
- Table 46: Aloxi: overview
- Table 47: Aloxi: sales forecast ($m), 2007-13
- Table 48: Dacogen: overview
- Table 49: Dacogen: sales forecast ($m), 2007-13
- Table 50: E7389: overview
- Table 51: E7389: sales forecast ($m), 2007-13
- Table 52: Gliadel: overview
- Table 53: Gliadel: sales forecast ($m), 2007-13
- Table 54: E5564: overview
- Table 55: E5564: sales forecast ($m), 2007-13
- Table 56: Humira: overview
- Table 57: E5564: sales forecast ($m), 2007-13
- Table 58: Eisai's R&D pipeline (Phase I-registration)
- Table 59: Eisai's Indication broadening pipeline (Phase I-registration)
- Table 60: Exchange rates, 2007
List of Figures
- Figure 1: Eisai prescription pharmaceutical performance, sales ($m) and growth rate (%), 2001-13
- Figure 2: Eisai's financial performance ($m), 2001-13
- Figure 3: Eisai Rx revenue performance, key events 2001-13
- Figure 4: Eisai SWOT analysis
- Figure 5: Current corporate structure
- Figure 6: Pharmaceuticals business unit structure
- Figure 7: Eisai prescription pharmaceutical performance, sales ($m) and growth rate (%), 2001-13
- Figure 8: Eisai key sales growth driver & resistors ($m), 2001-07
- Figure 9: Eisai key sales growth drivers & resistors ($m), 2007-13
- Figure 10: Eisai prescription pharmaceutical sales by therapy area ($m), 2001-13
- Figure 11: Eisai prescription pharma sales by therapy area (% of total), 2001-13
- Figure 12: Eisai prescription pharmaceutical sales by geographic region ($m), 2001-13
- Figure 13: Eisai growth drivers and resistors by geographic region ($m), 2001-07
- Figure 14: Eisai drivers and resistors by geographic region ($m), 2007-13
- Figure 15: Eisai prescription pharmaceutical sales by geographic region (% of total), 2001-13
- Figure 16: Eisai launch/core/expiry configuration ($m), 2007-13
- Figure 17: Eisai prescription pharmaceutical sales by molecule type ($m), 2001-13
- Figure 18: Eisai growth drivers and resistors by molecule type ($m), 2007-13
- Figure 19: Eisai prescription pharmaceutical sales by source ($m), 2001-13
- Figure 20: Eisai growth drivers and resistors by source ($m), 2001-07
- Figure 21: Eisai growth drivers and resistors by source ($m), 2007-13
- Figure 22: Eisai operating revenue/cost analysis ($m), 2001-13
- Figure 23: Eisai operating cost ratio analysis (% of total revenues), 2001-13
- Figure 24: Eisai return on capital employed, EBIT margin and capital turnover, 2001-07
- Figure 25: Return on capital employed formula
- Figure 26: Eisai market capitalization ($ billion), 2001-07
- Figure 27: Eisai total shareholder returns vs. S&P 500 ($m), 2001-07