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BioArctic's Leqembi® Surges in Second Quarter 2025

In a remarkable showing of growth and market performance, BioArctic AB's partner Eisai has announced that global sales of Leqembi®, the innovative treatment for Alzheimer's disease, reached a staggering 23.1 billion yen during the second quarter of 2025. This influx signals not only the importance of this treatment in the market but also demonstrates a substantial increase in revenue for BioArctic, with royalties amounting to SEK 162.5 million, reflecting an impressive 280% rise compared to the same period last year.

Leqembi, known scientifically as lecanemab, is a humanized monoclonal antibody specifically designed to address the impacts of Alzheimer’s disease by targeting and reducing beta-amyloid plaques in the brain. With its strategic research partnership between BioArctic and Eisai, Leqembi has already garnered approvals in 46 countries, including key markets such as the U.S., Japan, China, and the European Union. Notably, this drug targets patients in the early stages of Alzheimer's, including those with Mild Cognitive Impairment (MCI) and mild dementia, thus underscoring its critical role in disease management.

Market Dynamics and Stockpiling Effects

The quarterly sales reflect a notable one-time stockpiling effect in the Chinese market, influenced by anticipated tariffs. This accounted for approximately JPY 5.3 billion of the total revenue, indicating how external factors can significantly influence pharmaceutical sales strategies. Excluding this stockpiling effect, the actual sales figures approximate JPY 17.8 billion, translating to a royalty revenue of around SEK 125 million.

The growing revenues highlight the increasing demand for effective Alzheimer's treatments. These figures were initially published alongside Biogen’s second-quarter report, further illustrating the collaborative success and shared interests in tackling Alzheimer’s disease through innovative therapies.

Ongoing Research and Future Prospects

Since its introduction to the market, the journey of Leqembi has been marked by extensive clinical research, including Eisai's ongoing Phase 3 clinical study (AHEAD 3-45) that focuses on participants who exhibit signs of preclinical AD. This pivotal study aims to assess the efficacy of lecanemab in clinical settings and is projected to continue until 2024, aiming to provide invaluable insights into the long-term effects of the treatment.

Moreover, the Tau NexGen clinical study further explores lecanemab's capacity to serve as a backbone therapy for Dominantly Inherited Alzheimer Disease (DIAD), underscoring the drug’s broad-reaching potential. As research progresses, additional data is expected to emerge that will bolster the effectiveness and marketability of Leqembi.

BioArctic's Strategic Partnerships

BioArctic's collaboration with Eisai dates back to 2005, and has been defined by several key agreements focused on the development and commercialization of Alzheimer’s treatments. Two significant agreements—made in 2007 and 2015—specifically pertain to the development and marketing of the lecanemab antibody and its backup treatment. This proactive and long-term strategy marks BioArctic’s comprehensive commitment to tackling neurodegenerative diseases, while allowing them to capitalize on their innovative technologies and research initiatives.

Conclusion

As BioArctic prepares to unveil its comprehensive Q2 report on August 28, 2025, there is a palpable sense of anticipation in the biotechnology community regarding the future trajectory of Leqembi and its critical role in the global fight against Alzheimer’s disease. With robust sales growth, significant ongoing research, and a strong collaborative framework in place, BioArctic and Eisai continue to position themselves as leaders in the neurotechnology landscape.

For more information, stakeholders and interested parties can reach out to Oskar Bosson, Vice President of Communications and Investor Relations, via email at [email protected] or by phone at +46 704 107 180.