Fierce Pharma - Lilly tipped to beat Eisai, Biogen, win $13B Alzheimer's fight

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Eisai and Biogen’s reign at the top of the Alzheimer’s disease market may be short-lived. While Leqembi is the only game in town today, Bloomberg Intelligence (BI) analysts expect Eli Lilly to come from behind and capture half of a $13 billion market by 2030.

Eisai and Biogen broke new ground with their anti-amyloid-beta antibody Leqembi and, after a sluggish start, are starting to talk more confidently about the drug’s growth trajectory. In May, Eisai tipped sales to rise to around $364 million in its 2024 fiscal year, which ends in March 2025. Yet, BI analysts predict the first-mover advantage will fail to secure Leqembi’s spot at the top of the sales chart in the long term.
 












Does this really surprise anyone? Eisai will plod along trying to figure out the right thing to do next (after attempting every other option first) and make a small amount of progress in getting the market established. Lilly will then come in with their far superior marketing and sales capability and expertise and eat the company’s lunch. Remember when the Eisai brain trust was going to corner the obesity market?
 








anonymous said:
Does this really surprise anyone? Eisai will plod along trying to figure out the right thing to do next (after attempting every other option first) and make a small amount of progress in getting the market established. Lilly will then come in with their far superior marketing and sales capability and expertise and eat the company’s lunch. Remember when the Eisai brain trust was going to corner the obesity market?
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Eisai is the short school bus of the pharma industry.
 








If Eisai doesn’t pay its reps for what they’re doing half the sales force will be gone before the end of 2024. Leaving territories vacant and vulnerable to Lilly. I would guess 20 reps are currently in the interview process with different companies for higher bases and bigger bonus opportunities. What is the benefit to staying here long term? It’s not $. It’s not leadership opportunity they’ve already filled all the leadership roles and won’t expand into pcp offices.silly to stay unless you $$$ everyone significantly more.
 




anonymous said:
If Eisai doesn’t pay its reps for what they’re doing half the sales force will be gone before the end of 2024. Leaving territories vacant and vulnerable to Lilly. I would guess 20 reps are currently in the interview process with different companies for higher bases and bigger bonus opportunities. What is the benefit to staying here long term? It’s not $. It’s not leadership opportunity they’ve already filled all the leadership roles and won’t expand into pcp offices.silly to stay unless you $$$ everyone significantly more.
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Staying too long risks forever branding your resume with the name Eisai. Nobody wants that. The company’s reputation is among the worst in the industry.
 




Eisai will blindly get approximately half of the market…..and continue to stumble and bumble their way down the pharma path erratically. Reps will come and go. They care nothing about the foot soldiers. A few long term incompetent sheep “leaders” and the revolving door of visiting Japanese lieutenants are the ones who will benefit. You owe it to yourself to work for a company that values people and has a positive culture.
 
















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