Eisai’s digital transformation during 2023 and 2024 was closely connected to one major business priority: using data and technology to improve how the company develops medicines and supports patients.
Rather than treating digital transformation as only an IT project, Eisai has been connecting AI, machine learning, clinical data, personal health records, cloud-based services, and digital health platforms with its growing focus on dementia and Alzheimer’s disease.
This strategy is becoming more important as Eisai expands its Alzheimer’s portfolio and enters markets where digital tools can support diagnosis, patient monitoring, treatment access, and caregiver communication.
Where Is Eisai Investing in Digital Transformation?
One of the clearest investments came in September 2023, when Eisai established Theoria technologies Co., Ltd., a wholly owned digital business company focused on building a dementia ecosystem.
Theoria was planned to combine Eisai’s clinical-study data with cohort studies, personal health records and other data sources. The company planned to use these datasets to develop prediction algorithms and digital solutions for dementia.
The company planned to begin business activities in April 2024, with an initial focus on a risk-prediction algorithm for early detection of mild cognitive impairment and dementia.
It also planned to develop Sasaeru, an application designed to help people with dementia, doctors and caregivers communicate by recording activities of daily living.
Eisai also moved into AI-supported care services. In 2024, it announced a business alliance with EcoNaviSta to use AI technology and data accumulated through cloud systems for services and digital transformation in nursing care.
This indicates that Eisai’s digital investment is extending beyond drug discovery into the wider care environment, where data from patients, caregivers and healthcare services can support better decision-making.
Why Is Eisai Increasing Its Digital Investment?
The main driver is the growing demand for better dementia and Alzheimer’s disease management.
Eisai estimated that China alone would have approximately 17 million people with mild cognitive impairment or mild dementia due to Alzheimer’s disease in 2024, with the number expected to increase as the population ages.
This creates a large need for earlier diagnosis, patient monitoring, treatment support and communication between healthcare professionals and caregivers.
Eisai’s LEQEMBI launch also increases the importance of digital infrastructure. The medicine received U.S. traditional approval in July 2023, Japanese approval in September 2023 and Chinese approval in January 2024.
In China, Eisai combined its pharmaceutical commercialization strategy with digital patient services. Its online elderly-health platform, Yin Fa Tong, had approximately 300,000 registered users and 6,000 registered physicians in 2024.
This approach shows why digital transformation matters commercially. As more patients become eligible for Alzheimer’s treatments, companies need systems that can support awareness, screening, diagnosis, specialist referrals, treatment and follow-up.
Sales and Revenue Are Creating More Pressure to Scale
Eisai’s financial performance also provides context for its digital investments.
For fiscal 2023, Eisai reported revenue of approximately ¥744.4 billion, while revenue for fiscal 2024 was approximately ¥741.8 billion.
At the same time, LEQEMBI was beginning to create a new revenue stream. Global LEQEMBI revenue reached ¥2.83 billion in Q4 FY2023, about 2.7 times the previous quarter.
Momentum continued in 2024. LEQEMBI generated ¥10.0 billion in Q2 FY2024, approximately 1.6 times the previous quarter.
Lenvima remained another major commercial product, while LEQEMBI was creating a new growth opportunity in Alzheimer’s disease.
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Eisai’s Key Business and Digital Indicators
| Indicator | 2023–2024 insight |
|---|---|
| FY2023 Eisai revenue | ~¥744.4 billion |
| FY2024 Eisai revenue | ~¥741.8 billion |
| LEQEMBI Q4 FY2023 revenue | ¥2.83 billion |
| LEQEMBI Q2 FY2024 revenue | ¥10.0 billion |
| Estimated China early-AD population, 2024 | ~17 million |
| Yin Fa Tong registered users | ~300,000 |
| Yin Fa Tong registered physicians | ~6,000 |
| Theoria technologies | Established in 2023 |
| Theoria business activities | Began in 2024 |
The numbers show an important point: Eisai’s digital transformation is developing alongside the commercialization of a major new Alzheimer’s treatment rather than happening independently of business growth.
What Does Machine Learning Add?
Machine learning can help Eisai work with healthcare information that is too complex to evaluate through traditional methods alone.
In Alzheimer’s research, Eisai and researchers investigated machine-learning models using information such as activity, sleep, speech, heart rate, lifestyle and patient background.
In one 2023 study, adding lifestyle and background information increased the model’s AUC from 0.70 using biological data alone to 0.79.
For Eisai, the long-term opportunity is broader than simply predicting disease risk. Machine learning can potentially help identify patterns, support clinical research, improve patient monitoring and develop digital biomarkers.
The strongest demand is likely to come from aging populations, increasing Alzheimer’s disease burden, the expansion of disease-modifying treatments and the need for more efficient healthcare delivery.
Eisai’s expansion into China, South Korea, Israel, Hong Kong and other markets also increases the need for scalable digital and data infrastructure. LEQEMBI was launched in China in June 2024 and South Korea in November 2024, adding to the international commercialization effort.
Overall, Eisai’s 2023–2024 transformation can be viewed as a shift from pharmaceutical data management toward a broader digital healthcare ecosystem.
The company’s investment in Theoria technologies, AI, machine learning, cloud-based data, digital applications and patient platforms is designed to connect research with real-world care. As demand for Alzheimer’s diagnosis and treatment grows, these technologies could become increasingly important for scaling Eisai’s commercial and patient-support operations.
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