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Eisai Co., Ltd. (ESAIY) Analyst/Investor Day Transcript
2026-05-25 · via All Articles on Seeking Alpha

Eisai Co., Ltd. (ESAIY) Analyst/Investor Day May 25, 2026 3:00 AM EDT

Company Participants

Keisuke Naito - Representative Corporate Officer, EVP, COO & Chief Growth Officer
Katsutoshi Ido - VP, Chief Scientific Officer & Head of DHBL Discoverry
Takuya Oyama - Vice President, Chief Financial Officer & Chief IR Officer
Terushige Iike - Executive VP, Rep. Corporate Officer & Chief Business Officer

Conference Call Participants

Kazuaki Hashiguchi - Daiwa Securities Co. Ltd., Research Division
Seiji Wakao - JPMorgan Chase & Co, Research Division
Fumiyoshi Sakai - UBS Investment Bank, Research Division
Akinori Ueda - Goldman Sachs Group, Inc., Research Division
Shinichiro Muraoka - Morgan Stanley, Research Division
Hidemaru Yamaguchi - Citigroup Inc., Research Division
Tony Ren - Macquarie Research
Miki Sogi - Bernstein Institutional Services LLC, Research Division
Hiroshi Wada - SMBC Nikko Securities Inc., Research Division

Presentation

Operator

It is now time. We would like to begin Investor Day corporate strategy. This is held in hybrid format, including in-person attendance and virtual attendance. Those of you who are attending in person, we have distributed presentation materials. For those of you who are participating online, please find materials on our website. Today, there will be simultaneous interpretation between Japanese and English. Those of you who are attending virtually and also in person, please select the language of your preference.

Let me introduce the presenters. Mr. Keisuke Naito, COO and Chief Growth Officer; Dr. Katsutoshi Ido, Chief Scientific Officer; Mr. Takuya Oyama, Chief Financial Officer and Chief IR Officer.

First, COO, Mr. Naito will discuss long-term vision in the 3-year plan, which is based on the long-term vision, which will be followed by presentation by Dr. Ido, Chief Scientific Officer, to discuss drug discovery R&D that supports long-term growth. And then Mr. Oyama, Chief Financial Officer, will discuss business growth and value creation, which are supported by new financial policy. And at the end, Mr. Naito, COO, will summarize the 3-year plan.