FF301 呈交日期: 2024年3月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 | 06160 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 9,500,000,000 | USD | | 0.0001 USD | | 950,000 | | 增加 / 減少 (-) | | | 0 | | | USD | | 0 | | 本月底結存 | | | 9,500,000,000 | USD | | 0.0001 USD | | 950,000 | 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2024年2月29日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 百濟神州有限公司（於開曼群島註冊成立的有限公司） | 2. 股份分類 | ...

Core Insights - BeiGene, Ltd. is presenting emerging oncology pipeline data at the AACR Annual Meeting, showcasing its commitment to developing innovative cancer treatments [1][2][7] - The company has nine abstracts scheduled for poster presentations, focusing on various combinations of tislelizumab and other novel candidates [1][2] Pipeline Developments - Results from the AdvanTIG-204 Phase 2 study of tislelizumab plus ociperlimab in limited-stage small cell lung cancer (SCLC) will be presented, along with biomarker study results in first-line non-small cell lung cancer (NSCLC) [1][2] - An ongoing global Phase 3 trial (AdvanTIG-302) of ociperlimab plus tislelizumab in stage IV, PD-L1 high NSCLC is set to complete enrollment this month [1] - A Phase 1a dose escalation study of BGB-10188, a PI3Kδ inhibitor, in combination with tislelizumab will also be presented [1][2] Novel Molecules and Combinations - Preclinical characterizations of several novel molecules, including a CEA x 4-1BB bispecific antibody and a chimeric degradation activation compound (CDAC) targeting BTK, will be showcased [2] - Clinical data from a Phase 1 study of BGB-16673 in relapsed/refractory B-cell malignancies demonstrated clinical responses and a tolerable safety profile [2] - A triple-combination therapy of tislelizumab with anti-LAG-3 and anti-TIM-3 is being evaluated in a Phase 2 study for head and neck squamous cell carcinoma [2] Presentation Schedule - The presentations will cover various studies, including the correlation between BTK degradation and tumor growth inhibition, and the efficacy of ociperlimab plus tislelizumab in NSCLC [3][4] - Specific abstracts include a first-in-human Phase 1a study of BGB-10188 and a Phase 2 study evaluating LBL-007 in combination with tislelizumab [4][5][6] Company Overview - BeiGene is focused on discovering and developing affordable and accessible cancer treatments globally, with a diverse pipeline of novel therapeutics [7] - The company has a global team of over 10,000 employees and operates in multiple regions, including Basel, Beijing, and Cambridge [7]

中国国际金融股份有限公司、高盛（中国）证券有限责任公司 关于百济神州有限公司 与关联方共同投资暨关联交易的核查意见 中国国际金融股份有限公司（以下简称"中金公司"）与高盛（中国）证券 有限责任公司（以下简称"高盛中国"，与"中金公司"合称"联席保荐机构"） 作为百济神州有限公司（以下简称"百济神州"或"公司"）首次公开发行人民币普 通股（A股）股票并在科创板上市的联席保荐机构，根据《上海证券交易所科创 板股票上市规则》《上海证券交易所科创板上市公司自律监管指引第1号——规 范运作》以及《上海证券交易所上市公司自律监管指引第5号——交易与关联交 易》等有关规定，对百济神州与关联方共同投资暨关联交易进行了审慎核查，具 体情况如下： 一、本次交易背景 2023 年 8 月 25 日，Geoffrey Kim、Bobby Reddy、Chao Liu 和 Rajuli Lall（以 下合称"创始人"）共同设立 Pi Health。本次交易前，Geoffrey Kim 持有 Pi Health 53.33%的股份，Bobby Reddy 持有 Pi Health 39.99%的股份，Chao Liu 持有 Pi Hea ...

A 股代码：688235 A 股简称：百济神州 公告编号：2024-005 港股代码：06160 港股简称：百济神州 美股代码：BGNE 百济神州有限公司 关于与关联方共同投资暨关联交易的公告 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。 重要内容提示： 1、为整合并优化百济神州有限公司（以下简称"百济神州"或"公司"） 与全资子公司 Pi Health, Ltd.（一家注册于开曼群岛的公司，以下简称"Pi Health Cayman"）的资源配置和业务目标，Pi Health Inc.（一家注册于美国特拉华州的 公司，以下简称"Pi Health"）拟以各方共同认可的 4,179.84 万美元的估值，对 公司全资子公司 Pi Health Cayman 进行吸收合并，公司将直接持有 Pi Health 相 应股权，同时 Pi Health 将引入外部投资人共同推动其在医疗健康行业开发软件、 分析和研究解决方案方面进行进一步的经营（以下简称"本次交易"），公司关 联方将参与本次交易，本次交易中公司、关联方及其他投资人的股 ...

A 股代码：688235 A 股简称：百济神州 公告编号：2024-006 港股代码：06160 港股简称：百济神州 美股代码：BGNE 百济神州有限公司 关于与关联方共同投资暨关联交易的进展公告 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。 甲方（转让方）：张江集团 乙方（受让方）：项目公司 （二）产权交易标的 交易合同标的为甲方所持有的上海张江（集团）有限公司部分资产（张江总 部园头部企业及上市公司总部区（B4-02）在建工程项目）。 一、本次交易概述 百济神州有限公司（以下简称"百济神州"或"公司"）于 2023 年 8 月 28 日召开董事会审议通过了公司的全资子公司 BeiGene（Hong Kong）Co., Limited （百济神州（香港）生物科技有限公司）与公司的关联方 GaoYue Centurion II Holdings Limited 分别认购公司的全资子公司 BeiGene Shanghai（以下简称"开曼 百济神州上海"）新发行的 94 股普通股、5 股普通股，并由开曼百济神州上海 的境内全 ...

FF304 翌日披露報表 (股份發行人 ── 已發行股本變動及/或股份購回) 表格類別： 股票 狀態： 新提交 第 1 頁 共 5 頁 v 1.2.5 FF304 | 2. 股份分類 | 普通股 | 股份類別 | 其他類別 (請註明) | | 於香港聯交所上市(註11) | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如於香港聯交所上市) | | 說明 | | 人民幣股份 （於上海證券交易所科創板上市，股份代號：688235) | | | | | 發行股份 | (註6及7) | 股份數目 | 已發行股份佔 有關股份發行前的 現有已發行股份數目 百分比 (註4、6及7) | | 每股發行價 (註1及7) | 上一個營業日 的每股收市價 (註5) | 發行價較市值的折讓/ 溢價幅度(百分比) (註7) | | 於下列日期開始時的結存(註2) | 2024年2月28日 | 115,055,260 | | | | | | | 1). 其他 (請註明) | | | 0 | % | | | % | | 不适用 | | | | | | | ...

A股代码：688235 A股简称：百济神州 港股代码：06160 港股简称：百济神州 美股代码：BGNE 百济神州有限公司 投资者关系活动记录表 （2024年2月） 投资者关系 √特定对象调研 √分析师会议 □媒体采访 □业绩说明会 活动类别 □新闻发布会 √路演活动 □现场参观 □一对一沟通 √其他（电话会议） 参与单位 3W Fund 、 Capital Group 、 Fullerton Fund 、 Janchor 及人员 Partners、OrbiMed、Point72、Principal Asset Management、Prudence Investment、Zeal Asset Management、安信基金、宝盈基金、碧云资 ...

Core Insights - BeiGene announced a new matching adjusted indirect comparison (MAIC) showing BRUKINSA (zanubrutinib) has advantages in progression-free survival and complete response over acalabrutinib in relapsed or refractory chronic lymphocytic leukemia (CLL) [1][2] - The analysis will be presented at the 28th Annual International Congress on Hematologic Malignancies in Miami from February 29 to March 3 [1] Efficacy Comparison - The MAIC indicates that BRUKINSA shows improved investigator-assessed progression-free survival with a hazard ratio (HR) of 0.77 (95% CI: 0.55-1.07) in the unadjusted population and HR of 0.68 (95% CI: 0.46-0.99) in the adjusted population [3] - The odds ratio (OR) for complete response favored BRUKINSA with OR of 2.88 (95% CI: 1.18-7.02) in the unadjusted population and OR of 2.90 (95% CI: 1.13-7.43) in the adjusted population [3] Study Methodology - The MAIC matched individual patient-level data from the ALPINE trial against aggregate data from the ASCEND trial, using an unanchored MAIC due to the absence of a common comparator arm [2] - Adjustments were made for key patient characteristics and the impact of COVID-19 on study outcomes [2] Previous Limitations Addressed - The new MAIC addresses significant limitations found in a previously published MAIC, including the exclusion of final analysis data from ALPINE and lack of adjustment for COVID-19 impacts [3] BRUKINSA's Market Position - BRUKINSA is the only BTK inhibitor demonstrating progression-free survival superiority compared to ibrutinib in R/R CLL, as shown in the ALPINE trial [3] - The drug is approved in 70 markets globally, including the U.S., China, and EU, and is under development for additional indications [4] Development Program - The global development program for BRUKINSA includes over 5,000 subjects enrolled across 29 countries and regions [5]

FF304 翌日披露報表 (股份發行人 ── 已發行股本變動及/或股份購回) 表格類別： 股票 狀態： 新提交 公司名稱： 百濟神州有限公司 (於開曼群島註冊成立的有限公司) 呈交日期： 2024年2月29日 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | | 普通股 | 股份類別 不適用 | | | 於香港聯交所上市(註11) | 是 | | | 證券代號 (如於香港聯交所上市) | | 06160 | 說明 | | | | | | | 發行股份 | (註6及7) | | 股份數目 | 已發行股份佔 有關股份發行前的 現有已發行股份數目 百分比 (註4、6及7) | | 每股發行價 (註1及7) | 上一個營業日 的每股收市價 (註5) | 發行價較市值的折讓/ 溢價幅度(百分比) (註7) | | 於下列日期開始時的結存(註2) | | 2024年2月26日 | 1,240,686,604 | | | | | | | 1). 於股份獎勵計劃下發行股份 | | | 355 ...

Investment Rating - Maintains a "Buy" rating with target prices of $275 (US), HK$165 (HK), and RMB 175 (CH) [1] Core Views - The US has surpassed China as the largest contributor to product revenue, driven by strong growth of Zanubrutinib in 4Q23 [1] - Cost control measures are showing initial results, with operational efficiency expected to improve further in 2024 [1] - The company is on track to achieve profitability, supported by faster-than-expected internationalization [1] Revenue and Growth - 4Q23 US revenue reached $310 million, a 101.5% YoY increase, with product sales growing 150% YoY [1] - US product sales surpassed China for the first time, with China's 4Q23 product sales at $267 million [1] - US revenue accounted for 49.4% of total revenue in 4Q23 and 45.9% for the full year 2023, up 8.5 and 10.4 percentage points YoY, respectively [1] - Full-year 2023 product sales increased by 74.5% YoY, while operating expenses grew only 12.5% [1] Operational Efficiency - Operating expenses grew at 1/6th the rate of product sales in 2023, compared to 1/5th in 2022, indicating improved efficiency [1] - R&D expenses are expected to rise slightly in 2024, while sales and administrative expenses will increase moderately [1] - The company plans to maintain a lean commercial team for PD-1 overseas, keeping operating expenses under control [1] 2024 Catalysts - Zanubrutinib's market expansion in the US, including the anticipated approval of the FL indication in March 2024 [1] - Potential approvals for Tislelizumab in esophageal squamous cell carcinoma (US) and non-small cell lung cancer (Europe) [1] - Data readouts for Sonrotoclax (BCL-2) in MM, MDS, and AML, as well as BTK CDAC in refractory MCL and CLL [1] - Phase II data for Tislelizumab combinations with OX40, HPK1, LAG3, and TIM3 in various cancers [1] Valuation and Financials - 2024 and 2025 net loss forecasts narrowed by 0.5% and 16.5%, respectively, reflecting improved operational efficiency [1] - DCF valuation assumes a WACC of 8.1% and a perpetual growth rate of 3.0%, resulting in a market cap of $28.7 billion [1] - Revenue is projected to grow from $3.09 billion in 2024 to $4.43 billion in 2026, with a net profit of $103 million expected in 2026 [5] Market Performance - Current stock prices: $160.3 (US), HK$99.1 (HK), and RMB 125.0 (CH) [2][3][4] - Potential upside: +72% (US), +66% (HK), and +40% (CH) [2][3][4] - 52-week price ranges: $133.0-$272.5 (US), HK$82.7-HK$167.3 (HK), and RMB 98.5-RMB 170.5 (CH) [2][3][4]