GlobeNewsWire
03 Sept 2026, 04:00 UTC · 4d ago
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China's NMPA has approved the subcutaneous autoinjector (SC-AI) formulation of LEQEMBI for early Alzheimer’s disease. — Approval in a massive market like China for a high-demand therapeutic expands the addressable market and revenue potential for Eisai and Biogen.
+0.60The SC-AI formulation allows for once-weekly at-home administration, removing the need for bi-weekly hospital-based IV infusions. — Lowering barriers to administration significantly increases patient adherence and uptake, potentially driving higher sales volumes than IV alone.
+0.50Eisai estimates there were 17 million patients with MCI or mild dementia due to AD in China as of 2024. — Provides a concrete quantification of the total addressable market (TAM) in China, supporting the bullish growth thesis for the drug.
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The commercial launch of the subcutaneous formulation in China is planned for Eisai’s FY 2026, ending March 31, 2027. — Sets the timeline for when the approved drug will begin contributing to the companies' top-line financial results.
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