2024 年 8 月 9 日 CMB 国际全球市场 | 股票研究 | 公司更新 BeiGene (BGNE 美国) 销售超出预期并实现非 GAAP 盈利能力 产品销售继续超出预期。在第二季度 ， BeiGene 记录了总数目标价格 US $288.93 US $269.73) 57.9% 产品销售额 9.21 亿美元 （ 季度环比增长 23% ， 同比增长 66% ） 。 1H24 年产品总销售额 达到 16.7 亿美元 ， 占我们先前 24 财年估计的 51.4% ， 超过了我们的 预期。扎努布替尼 （ zanu ） 保持强劲的销售势头 ， 增 季度环比 30% 或同比增长 107% ， 达到 6.37 亿美元。 zanu 的强劲表现受到推动 通过美国 CLL 的市场份额持续增长 ， 特别是在新患者中 1L 和 RR CLL 的处方 (约 40% 的市场份额 ， 接近阿卡拉布替尼) ， 以及欧洲报销范围的扩大。根据我们的 Jill Wu, CFA (852) 3900 0842 计算 ， 在 24 年第二季度 ， BTKi 的全球市场规模季度环比增长 9% ，jillwu @ cmbi. com. hk 受 ...

9 Aug 2024 CMB International Global Markets | Equity Research | Company Update BeiGene (BGNE US) Sales exceeding expectations and achieving nonGAAP profitability Product sales continued beating expectations. In 2Q24, BeiGene recorded total product sales of US$921mn (+23% QoQ, +66% YoY). The 1H24 total product sales reached US$1.67bn, representing 51.4% of our previous FY24 estimate, beating our expectations. Zanubrutinib (zanu) maintained strong sales momentum, increasing 30% QoQ or 107% YoY to US$637mn. Th ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________________________________________ FORM 10-Q ___________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37686 BE ...

The speed of growth of a given stock is much higher the smaller it is. Stock size is classified by market capitalization – current share price x number of shares outstanding – with large cap shares being above $10 billion. Generally speaking, once a stock reaches large cap status its growth prospects decline substantially.Thus, it’s generally unreasonable to anticipate 50% returns over a year when it comes to large cap stocks. And while it may be generally unreasonable, it is not impossible.Each of the larg ...

BeiGene, Ltd. (BGNE) is a next-gen oncology company focusing on discovering and developing innovative and affordable treatments for cancer patients worldwide.The company currently markets three internally discovered oncology products, including BTK inhibitor, Brukinsa (zanubrutinib), in the United States, China, the EU, the United Kingdom and additional international markets. BeiGene markets its other products like anti-PD-1 antibody, tislelizumab, in the EU and China, and PARP inhibitor, pamiparib, only in ...

浦银国际研究 公司研究 | 医药行业 百济神州 （BGNE.US/6160.HK/688235.CH）： 阳景 海外泽布替尼收入带动 1Q24 业绩好于预期 浦 首席医药分析师 银 维持“买入”评级和目标价：美股 275 美元，港股 165 港元，A 股人 Jing_yang@spdbi.com 国 (852) 2808 6434 民币 175元。 际  受益于泽布替尼海外销售超预期，1Q24 产品收入和净亏损好于预期： 1Q24 实现总收入 7.52亿美元（+67.9% YoY, +18.5% QoQ），包括产品收 胡泽宇 CFA 入 7.47 亿美元（+82% YoY, +18.5% QoQ），明显好于我们预期和彭博一 医药分析师 致预期，主要受泽布替尼海外销售显著强于预期、替雷利珠单抗及安 ryan_hu@spdbi.com 进产品销售好于预期驱动；净亏损为 2.51 亿美元（-27.9% YoY, -31.7% (852) 2808 6446 QoQ），低于我们预期和彭博一致预期，主要受益于收入强于预期及规 模效应下研发费用率、销售行政费用率进一步降低。一季度经调整Non- 2024年5月9日 GA ...

M N 10 May 2024 CMB International Global Markets | Equity Research | Company Update BeiGene (BGNE US) Consistently exceeding expectations  Product sales continued beating expectation. In 1Q24, BeiGene recorded total Target Price US$269.73 product sales of US$747mn (+18% QoQ, +82% YoY), representing 25.7% of our (Previous TP US$248.52) previous FY24 estimate. Zanubrutinib (zanu) maintained strong sales momentum, Up/Downside 59.9% with sales increasing 18% QoQ or 131% YoY to US$489mn. The strong Current Pric ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________________________________________ FORM 10-Q ___________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37686 B ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________ Form 8-K ______________________ CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event Reported): April 26, 2024 BEIGENE, LTD. (Exact Name of Registrant as Specified in Charter) Cayman Islands 001-37686 98-1209416 (State or Other Jurisdiction of Incorporation) (Commission File Number) (I.R.S. Employer Identification Number) c/o Mourant Governance ...

BASEL, Switzerland & BEIJING & CAMBRIDGE, Mass.--(BUSINESS WIRE)--BeiGene, Ltd. (NASDAQ: BGNE; HKEX: 06160; SSE: 688235), a global oncology company, today announced that the U.S. Food and Drug Administration (FDA) has approved TEVIMBRA® (tislelizumab-jsgr) as monotherapy for the treatment of adult patients with unresectable or metastatic esophageal squamous cell carcinoma (ESCC) after prior systemic chemotherapy that did not include a PD-(L)1 inhibitor. TEVIMBRA will be available in the U.S. in the second h ...