BeiGene(688235)

Search documents
百济神州:港股公告:授出购股权及受限制股份单位
2024-11-19 11:12
授出購股權詳情 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示概不就因本公告全部或任何部分內容而產生或因依賴 該等內容而引致的任何損失承擔任何責任。 BeiGene, Ltd. 百濟神州有限公司 (於開曼群島註冊成立的有限公司) (股份代號:06160) 授出購股權及受限制股份單位 本公告乃根據上市規則第17.06A、17.06B以及17.06C條作出。於2024年11月14 日,董事會薪酬委員會根據2016期權及激勵計劃的條款向三名承授人授出可認購 合共3,628股美國存託股份的購股權並向一百四十七名承授人授出涉及合共36,689 股美國存託股份的受限制股份單位。 2016期權及激勵計劃項下的購股權 於2024年11月14日,董事會薪酬委員會根據2016期權及激勵計劃的條款授予三名 承授人可認購合共3,628股美國存託股份的購股權。 購股權詳情如下: 授出日期: 2024年11月14日 承授人數目: 三名 已授出購股權涉及的相關股份數目: 47,164 購股權總數(美國存託股份): 3,628 因已授出購股權獲行使而可予認購的 新美國 ...
百济神州:美股公告:临时报告8-K表格
2024-11-19 11:12
美国证券交易委员会 华盛顿特区 20549 8-K 表格 _____________________ 根据 1934 年证券交易法 第 13 或 15(d)条规定提交的 临时报告 报告日期(所报告最早事件之日期):2024 年 11 月 14 日 百济神州有限公司 BEIGENE, LTD. (主要办事处地址)(邮政编码) +1 (345) 949 4123 (注册人电话号码,包括区号) (注册人章程中列明的注册人准确名称) 开曼群岛 001-37686 98-1209416 (注册地所在州或其他司法管辖区) (委员会档案编号) (国税局雇主识别号) c/o Mourant Governance Services (Cayman) Limited 94 Solaris Avenue, Camana Bay Grand Cayman KY1-1108 Cayman Islands 不适用 (如自上一份报告起有改动,则为公司曾用名或原地址) 若 8-K 表格的呈递旨在同时满足下列任何条例项下的注册人报告义务,请勾选相应方格: ☐ 根据证券法第 425 条发出书面通讯 (17 CFR 230.425) ☐ 根据交易 ...
百济神州:2024年三季报点评:海外销售快速放量,血液瘤行业领先
东吴证券· 2024-11-17 10:48
Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Insights - The company has experienced rapid revenue growth, with total revenue reaching $1.002 billion in Q3 2024, representing a year-on-year increase of 28%. The revenue for Q1-Q3 2024 was $750 million, $930 million, and $1.000 billion respectively, with Q3 showing a quarter-on-quarter increase of 7.6%. The European and American markets contributed over 76% of the revenue. The global sales of Zebutinib reached $690 million (+93%), with U.S. sales at $504 million (+87%) and European sales at $97 million (+141%). The sales of Tislelizumab in Q3 2024 were $167 million (+16%) [2][3] Financial Forecast and Valuation - The company is projected to achieve revenues of 255.3 billion yuan, 340.6 billion yuan, and 423.8 billion yuan for the years 2024, 2025, and 2026 respectively. The continuous high growth in sales of core products and the opening of overseas markets indicate a high certainty of growth, leading to the maintained "Buy" rating [4]
百济神州:百济神州有限公司关于拟议变更公司英文名称的公告
2024-11-14 11:05
港股代码:06160 港股简称:百济神州 美股代码:BGNE 重要内容提示: 百济神州有限公司(以下简称"公司"或"本公司")拟通过在瑞士存 续注册为股份公司并在开曼群岛撤销注册的方式,将本公司注册地由 开曼群岛变更为瑞士(以下简称"拟议存续注册"),并采纳根据瑞士法 律制定的公司章程(以下简称"拟议瑞士章程")。 A股代码:688235 A股简称:百济神州 公告编号:2024-028 百济神州有限公司 关于拟议变更公司英文名称的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏,并对其内容的真实性、准确性和完整性依 法承担法律责任。 英文名称变更事项已经公司董事会审议通过,尚需提交公司股东 大会进行审议(其将体现于拟议瑞士章程中,与拟议瑞士章程一并提 交公司股东大会进行审议)。 英文名称变更的前提条件是实施拟议存续注册的相关前提条件得 以实现。 公司股东和潜在投资者应注意,本公告所述事项的实施须满足相 关前提条件,因此,其实施存在不确定性。 公司将根据相关事项的进展情况及时履行信息披露义务,敬请广 大投资者注意投资风险。 特此公告。 百济神州有限公司董事会 公司拟将其英文 ...
百济神州(688235) - 百济神州有限公司投资者关系活动记录表(2024年11月)
2024-11-14 08:24
Financial Performance - In Q3 2024, the company's product revenue reached 7.079 billion CNY, a year-on-year increase of 65.1% [3] - Global sales of Baiyueze® totaled 4.914 billion CNY, with a year-on-year growth of 91.1% [6] - Sales of Baizean® amounted to 1.169 billion CNY, reflecting an 11.7% increase year-on-year [7] - The company's total revenue for Q3 2024 was 1.002 billion USD, compared to 781 million USD in the same period last year, marking an 87% increase in US and 217% in Europe [5] Market Position - Baiyueze® has solidified its leadership in the hematological oncology field, with significant sales growth in the US (3.584 billion CNY, 85.0% increase) and Europe (693 million CNY, 212.7% increase) [6] - Baizean® has achieved a leading market share in the PD-1 field in China, with 14 approved indications, 11 of which are included in the National Medical Insurance Directory [7] R&D Progress - The company is advancing its pipeline with 4 new molecular entities entering clinical development in Q3 2024, aiming for over 10 new entities by year-end [9] - Key research projects in the CLL field are progressing, with over 1,300 participants enrolled in clinical trials for sonrotoclax [9] - The company has a robust clinical development strategy, with a focus on rapid generation of early clinical concept validation data [11] Strategic Initiatives - The company is expanding its global commercialization capabilities and focusing on developing early and late-stage assets [12] - It is leveraging three core platform technologies: multi-specific antibodies, protein degradation agents, and antibody-drug conjugates to enhance its oncology portfolio [13]
百济神州:三季度产品收入持续高增长,经营活动现金净流入转正
申万宏源· 2024-11-14 01:08
Investment Rating - The report maintains a "Buy" rating for the company [7] Core Insights - The company reported a total revenue of 19.136 billion yuan for the first three quarters of 2024, representing a year-on-year increase of 48.63%. The adjusted operating loss for the same period was 0.52 billion yuan, significantly improved from a loss of 34.89 billion yuan in the previous year [5][6] - In Q3 2024, the company achieved an adjusted operating profit of 6.44 billion yuan, compared to a loss of 1.47 billion yuan in the same quarter last year, indicating a positive trend in operational efficiency [5][6] - The product revenue for the first three quarters reached 18.986 billion yuan, with Q3 product revenue alone at 7.079 billion yuan, driven by strong sales of Zebrutinib and PD-1 monoclonal antibodies [6] Financial Summary - For the first three quarters of 2024, the company reported a net loss attributable to shareholders of 3.687 billion yuan, an improvement from a loss of 6.716 billion yuan in the same period of 2023 [8] - The projected revenues for 2024 to 2026 are 24.017 billion yuan, 34.325 billion yuan, and 43.351 billion yuan respectively, with corresponding net profits expected to be -4.078 billion yuan, 1.178 billion yuan, and 3.893 billion yuan [8][10] - The gross margin is projected to remain stable around 84.2% to 85.4% from 2024 to 2026 [8] Product Performance - In Q3 2024, Zebrutinib's global sales reached 4.914 billion yuan, with significant growth in the US (3.584 billion yuan, +85.0% YoY) and Europe (0.693 billion yuan, +212.7% YoY) [6] - The sales of PD-1 monoclonal antibodies totaled 1.169 billion yuan in Q3 2024, reflecting a year-on-year increase of 11.7% [6] Pipeline Development - The company is advancing its clinical trials for new generation self-developed pipeline products, with expectations to complete several key trials by 2025 [7] - The company aims to have over 10 new molecular entities enter clinical development by the end of the year [7]
百济神州:NON-GAAP口径下持续盈利,核心在研管线临床数据优异
天风证券· 2024-11-13 13:15
Investment Rating - The investment rating for the company is "Buy" with a 6-month outlook maintained [1] Core Insights - The company reported a total revenue of $2.682 billion for the first three quarters of 2024, representing a year-on-year growth of 47%, while the net loss was $493 million, a reduction in loss of 4% compared to the previous year [1] - In Q3 2024, the total revenue reached $1.002 billion, showing a year-on-year increase of 28%, but the net loss was $121 million, indicating a shift from profit to loss primarily due to a decrease in non-operating income [1] - The company achieved a non-GAAP operating profit of $65.6 million in Q3 2024, marking the second consecutive quarter of non-GAAP operating profit [1] Financial Performance - R&D expenses for Q3 2024 were $496 million, with an R&D expense ratio of 50%, a decrease of 8 percentage points year-on-year [2] - Sales and management expenses for Q3 2024 were $455 million, with a corresponding expense ratio of 45%, a decrease of 1 percentage point year-on-year [2] - The adjusted R&D expenses for Q3 2024 were $406 million, with an adjusted R&D expense ratio of 40%, down 10 percentage points year-on-year [2] Product Performance - Global sales of the core product, Zebutinib, reached $1.816 billion for the first three quarters of 2024, a year-on-year increase of 107%, with Q3 sales of $690 million, up 93% year-on-year [3] - In Q3 2024, Zebutinib's sales in the U.S. were $504 million, reflecting an 87% year-on-year growth, while European sales were $97 million, showing a 217% increase [3] - The company’s other product, Tislelizumab, reported total revenue of $466 million for the first three quarters of 2024, with Q3 sales of $163 million, a 13% year-on-year increase [3] Clinical Trials and Pipeline - Clinical trial data for BGB-16673 in R/R CLL/SLL showed an overall objective response rate (ORR) of 78%, with a complete response (CR) rate of 4% [4] - Sonrotoclax combined with Zebutinib demonstrated a 100% ORR in early-phase clinical trials, indicating high efficacy and good tolerability [4] Earnings Forecast - Revenue forecasts for 2024-2026 have been adjusted upwards to $265.03 billion, $338.04 billion, and $410.11 billion respectively, reflecting better-than-expected revenue growth [5] - The net profit forecast for 2024 has been revised down to a loss of $40.01 billion, while the 2025-2026 net profit estimates have been adjusted to $-0.54 billion and $14.03 billion respectively [5] Market Expansion - Zebutinib's market share in the U.S. increased significantly, reaching approximately 37.81% in Q3 2024, up from 19.07% in Q3 2023 [12] - Tislelizumab has rapidly penetrated the PD-1 monoclonal antibody market in China, capturing about one-third of the market share as of H1 2024 [13]
百济神州:美股公告:季度报告10-Q表格
2024-11-12 11:24
美国 证券交易委员会 Washington, D.C. 20549 ___________________________________________________________ 表格 10-Q ___________________________________________________________ (选择一项) ☒ 根据 1934 年证券交易法第 13 条或第 15(d)条编制的季度报告 截至 2024 年 9 月 30 日的季度期间 或 ☐ 根据 1934 年证券交易法第 13 条或第 15(d)条编制的过渡报告 过渡期从 至 交易委员会档案编号:001-37686 百济神州有限公司 (注册人章程中载明的准确名称) 开曼群岛 98-1209416 (注册成立或组织所在的州或其他司法管辖区) (美国国家税务局雇主身份识别号码) c/o Mourant Governance Services (Cayman) Limited 94 Solaris Avenue, Camana Bay Grand Cayman (主要行政办事处地址) (邮政编码) | 每股美国存托股份相当于 13 股普通 ...
百济神州:港股公告:百济神州有限公司截至2024年9月30日止三个月及九个月未经审核业绩以及业务进展最新情况
2024-11-12 11:24
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示概不就因本公告全部或任何部分內容而產生或因依賴 該等內容而引致的任何損失承擔任何責任。 內幕消息 百濟神州有限公司 截至2024年9月30日止三個月及九個月未經審核業績以及 業務進展最新情況 本公告乃根據香港聯合交易所有限公司證券上市規則(「上市規則」)第13.09條及 根據證券及期貨條例(香港法例第571章)第XIVA部而刊發。 百濟神州有限公司(「本公司」或「百濟神州」)欣然公佈其截至2024年9月30日止 三個月及九個月的未經審核簡要合併財務業績以及業務進展最新情況。 本公司欣然公佈本公司及其附屬公司截至2024年9月30日止三個月及九個月未經 審核簡要合併財務業績(「第三季度業績」)以及2024年第三季度關鍵業務進展、管 線亮點以及企業進展(「業務進展」)。第三季度業績乃根據美國證券交易委員會的 適用規則刊發。 第三季度業績乃根據美國公認會計準則編製,而美國公認會計準則有別於國際財 務報告準則。 本公告附件一是本公司於2024年11月12日就第三季度業績以及業務進展發佈的新 聞稿的全 ...
百济神州(688235) - 2024 Q3 - 季度财报
2024-11-12 11:11
Revenue and Financial Performance - Revenue for the third quarter reached 7,139,451 thousand RMB, a 26.9% increase year-over-year[2] - Year-to-date revenue totaled 19,135,857 thousand RMB, up 48.6% compared to the same period last year[2] - Total revenue for the first three quarters of 2024 reached 19,135,857 thousand RMB, a significant increase from 12,875,236 thousand RMB in the same period of 2023[19] - Adjusted operating profit for the third quarter was 644 million RMB, compared to an adjusted operating loss of 1.47 billion RMB in the same period last year[11] - Year-to-date adjusted operating profit was 52 million RMB, compared to an adjusted operating loss of 34.89 billion RMB in the same period last year[11] - Operating cash flow from sales of goods and services for the first three quarters of 2024 was 19,425,796 thousand RMB, up from 11,359,135 thousand RMB in the same period of 2023[21] - Operating cash inflow totaled $19,749,714, an increase from $11,932,632 in the previous period[22] - Operating cash outflow was $21,590,850, up from $17,334,221[22] - Net cash flow from operating activities was -$1,841,136, improving from -$5,401,589[22] - Cash received from other operating activities was $200,758, down from $427,518[22] - Cash paid for goods and services was $9,426,577, up from $7,085,090[22] - Cash paid to employees was $7,185,526, up from $6,392,513[22] Net Loss and Earnings - Net loss attributable to shareholders for the third quarter was -809,305 thousand RMB, a 160.4% increase in loss year-over-year[2] - Net loss for the first three quarters of 2024 was 3,686,694 thousand RMB, slightly improved from 3,878,105 thousand RMB in the same period of 2023[19] - Basic and diluted earnings per share for the first three quarters of 2024 were both -2.71 RMB, compared to -2.85 RMB in the same period of 2023[20] R&D Investment - R&D investment for the third quarter was 3,537,939 thousand RMB, accounting for 49.55% of revenue[3] - Year-to-date R&D investment reached 10,165,926 thousand RMB, a 10.8% increase year-over-year[3] - R&D expenses for the first three quarters of 2024 amounted to 10,165,926 thousand RMB, up from 9,177,446 thousand RMB in the same period of 2023[19] Assets and Liabilities - Total assets at the end of the reporting period were 40,855,913 thousand RMB, a slight decrease of 0.6% compared to the end of the previous year[3] - Shareholders' equity at the end of the reporting period was 24,172,410 thousand RMB, a 3.7% decrease compared to the end of the previous year[3] - Total assets as of September 30, 2024, stood at 40,855,913 thousand RMB, compared to 41,121,675 thousand RMB at the end of 2023[17] - Total liabilities as of September 30, 2024, were 16,683,503 thousand RMB, up from 16,018,333 thousand RMB at the end of 2023[17] - Accounts receivable increased to 3,989,938 thousand RMB as of September 30, 2024, from 2,538,268 thousand RMB at the end of 2023[17] Cash and Cash Equivalents - Cash and cash equivalents decreased to 12,244,674 thousand RMB as of September 30, 2024, from 15,124,881 thousand RMB at the end of 2023[17] - Ending cash and cash equivalents balance was $12,179,613, down from $15,037,890 at the beginning of the period[22] - Cash and cash equivalents decreased by $2,858,277, compared to a decrease of $2,283,799 in the prior period[22] Non-Operating Income - Non-operating income for the third quarter included 77,583 thousand RMB from fair value changes and disposal of financial assets and liabilities[4] Shareholding Structure - Total issued shares of the company amount to 1,386,034,320, with 91.70% (1,270,979,060 shares) issued overseas and 8.30% (115,055,260 shares) issued domestically in RMB[12] - Amgen holds 246,269,426 shares, representing 17.77% of the total issued shares[12] - HHLR Fund, L.P. and its affiliates hold 142,888,241 shares, representing 10.31% of the total issued shares[12] - Baker Brothers Life Sciences, L.P. and its affiliates hold 138,757,831 shares, representing 10.01% of the total issued shares[12] - Capital Research and Management Company and its affiliates hold 108,530,277 shares, representing 7.83% of the total issued shares[12] - Hong Kong Securities Clearing Company holds 8,549,742 shares, representing 0.62% of the total issued shares[12] - Central Enterprise Rural Industry Investment Fund Co., Ltd. holds 4,790,454 shares, representing 0.35% of the total issued shares[12] - Guangzhou High-Tech Zone Technology Holding Group Co., Ltd. holds 4,790,454 shares, representing 0.35% of the total issued shares[13] - Bank of Communications Co., Ltd. - Wanjia Industry Preferred Hybrid Securities Investment Fund (LOF) holds 3,000,000 shares, representing 0.22% of the total issued shares[13] - China Construction Bank Co., Ltd. - ICBC Credit Suisse Frontier Medical Equity Securities Investment Fund holds 2,600,122 shares, representing 0.19% of the total issued shares[13] Cash Flow from Investing and Financing Activities - Net cash flow from investing activities was -$2,197,288, compared to $2,823,248 previously[22] - Net cash flow from financing activities was $1,192,649, up from $250,615[22]