However, Eisai faces challenges such as a low Return on Equity (ROE) of 5.1%, expected to rise only slightly to 6.7% in three years. The company has experienced a 23% annual decline in earnings over the past five years, with a 14.8% drop last year. This trend is compounded by a high dividend payout ratio of 111.6%, suggesting dividends are not well covered by earnings. Operationally, infusion capacity bottlenecks in the U.S. have delayed treatments for 6,000 patients, impacting sales progression. The increase in SG&A expenses due to the launch of LEQEMBI and profit-sharing with Lenvima further strains resources.