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。 A 股代码：688235 A 股简称：百济神州 公告编号：2025-040 港股代码：06160 港股简称：百济神州 美股代码：ONC 百济神州有限公司 关于召开 2025 年第三季度业绩说明会的公告 重要内容提示： 1、会议召开时间：2025 年 11 月 14 日（星期五）09:00-10:00 2、会议召开地点：上海证券交易所上证路演中心（网址： https://roadshow.sseinfo.com/） 3、会议召开方式：上证路演中心网络互动 4、投资者可于 2025 年 11 月 7 日（星期五）至 11 月 13 日（星 期四）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目 或通过公司邮箱 ir@beonemed.com 进行提问。公司将在说明会上对投 资者普遍关注的问题进行回答。 百济神州有限公司（以下简称"公司"）将于 2025 年 11 月 13 日 发布公司 2025 年第三季度报告，为便于广大投资者更全面深入地了 解公司 2025 年第三 ...

A 股代码：688235 A 股简称：百济神州 公告编号：2025-038 港股代码：06160 港股简称：百济神州 美股代码：ONC 百济神州有限公司 截至2025年9月30日止三个月及九个月 主要财务数据公告 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。 特别提示： 本公告所载的百济神州有限公司（以下简称"百济神州"或"公司"）截至 2025 年 9 月 30 日止三个月及九个月主要财务数据为初步核算数据，未经会计师事 务所审计，具体数据以公司 2025 年第三季度报告中披露的数据为准，提请投资者注 意投资风险。 本公告财务数据按中国企业会计准则编制并呈列。 本公司已于 2025 年 11 月 6 日同步发布了根据美国公认会计原则及美国证券 交易委员会适用规则编制的截至 2025 年 9 月 30 日止三个月及九个月未经审计财务 业绩，提请投资者注意与本公告区别。 1 一、2025 年第三季度主要财务数据和指标 单位：人民币千元 | | | 本报告期比上 | 年初至报告 | 年初至报告期 末比上年同期 | | --- ...

美股代码：ONC A 股代码：688235 A 股简称：百济神州 公告编号：2025- 039 港股代码：06160 港股简称：百济神州 注：以上预测采用 2025 年 9 月底汇率进行外币折算。 该等经营业绩预测为公司依据目前可掌握的包括全球经济环境、行业发展 情况、公司经营状况、业务发展趋势等方面信息做出的初步评估，并未假设任 何潜在的全新、重大业务发展活动或特殊及非经常性项目，且未经公司审计师 确认或审阅，存在重大不确定性，不构成对投资者的实质性承诺，具体准确的 财务数据以公司未来正式披露的经审计后的年度报告为准。 百济神州有限公司 自愿披露关于2025年度经营业绩预测调整的公告 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。 百济神州有限公司（以下简称"公司"）于 2025 年 2 月 28 日披露了《百 济神州有限公司自愿披露关于 2025 年度经营业绩预测的公告》（公告编号： 2025-008），对公司 2025 年年度经营业绩进行了预测；于 2025 年 8 月 7 日披 露了《百济神州有限公司自愿披露关于 ...

Core Insights - The company reported a total revenue of 27.595 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 44.2% [1] - The net profit attributable to the parent company's shareholders was 1.139 billion yuan, driven by the sales growth of self-developed products such as Baiyueze® (Zebutinib capsules) and Amgen authorized products, as well as Baizean® (Trelagliptin injection) [1] - The company anticipates submitting a marketing application for marginal zone lymphoma in Japan in the first half of 2026, with expectations of obtaining orphan drug designation [1]

Core Viewpoint - The company expects to achieve a revenue between 36.2 billion and 38.1 billion yuan by 2025, driven by the strong market position of Baiyueze® in the U.S. and its ongoing expansion in Europe and other key global markets [1] Financial Projections - Projected revenue for 2025 is estimated to be between 36.2 billion and 38.1 billion yuan [1] - Total R&D, sales, and management expenses are expected to range from 29.5 billion to 30.9 billion yuan [1] - The gross profit margin is anticipated to remain in the mid-to-high range of 80% to 90% [1] - Annual revenue is expected to exceed the total of operating costs, sales expenses, management expenses, and R&D expenses [1]

Core Viewpoint - BeiGene (688235) has adjusted its 2025 revenue forecast to between 36.2 billion and 38.1 billion yuan, reflecting a positive outlook driven by its leading position in the U.S. market and ongoing expansion in Europe and other key global markets [1] Financial Performance - The adjusted revenue forecast for 2025 is projected to be between 36.2 billion and 38.1 billion yuan [1] - Research and development expenses, along with sales and management expenses, are expected to range between 29.5 billion and 30.9 billion yuan [1] Growth Drivers - The increase in revenue is primarily attributed to BeiGene's leading position of Baiyueze in the U.S. market and its continuous expansion in Europe and other significant global markets [1] - The adjustments in expenses are a result of prudent investment strategies that have enhanced the company's revenue and pipeline growth, leading to significant operational efficiency [1]

Group 1 - The company has updated its projected operating performance for 2025 under Chinese accounting standards, indicating a revenue forecast between RMB 36.2 billion and RMB 38.1 billion [1] - This revised forecast shows an increase from the previous estimate of RMB 35.8 billion to RMB 38.1 billion [1]

Core Insights - The core viewpoint of the article highlights the significant revenue growth and improved profitability of BeiGene in Q3 2025, driven primarily by the sales increase of its product, Brukinsa, in the US and Europe [1] Financial Performance - Total revenue for Q3 2025 reached $1.4 billion, up from $1 billion in the same period last year, representing a 40% year-over-year increase [1] - GAAP gross margin as a percentage of global product revenue was 85.9%, compared to 82.8% in the previous year, indicating an improvement in gross margin [1] - Adjusted gross margin (excluding depreciation and amortization) for Q3 2025 increased to 86.3%, up from 84.9% year-over-year [1] - GAAP net profit for Q3 2025 was $125 million, an increase of $246 million compared to a loss in the same period last year, attributed to revenue growth and operational leverage improvement [1] - Basic and diluted earnings per share were $0.09 and $0.08, respectively, while basic and diluted earnings per ADS were $1.13 and $1.09; this contrasts with a basic loss per share of $0.09 and a basic loss per ADS of $1.15 in the same quarter last year [1]

Core Insights - The company reported a total revenue of $1.4 billion for Q3 2025, a 40% increase from $1 billion in the same period last year, primarily driven by sales growth of Baiyueze® in the US and Europe [1] Financial Performance - The GAAP gross margin for global product revenue was 85.9% in Q3 2025, up from 82.8% year-on-year, attributed to a higher sales proportion of Baiyueze® compared to other products [1] - Adjusted gross margin (excluding depreciation and amortization) increased to 86.3% in Q3 2025 from 84.9% in the same period last year [1] - The GAAP net profit for Q3 2025 was $125 million, an increase of $246 million compared to a loss in the same period last year, mainly due to revenue growth and operational leverage improvement [1] Earnings Per Share - Basic and diluted earnings per share were $0.09 and $0.08 respectively, while basic and diluted earnings per ADS were $1.13 and $1.09 respectively; this contrasts with a basic loss per share of $0.09 and a basic loss per ADS of $1.15 in the same period last year [1]

Core Insights - The company reported a strong financial performance for Q3 2025, with revenue reaching $1.412 billion, a year-on-year increase of 41% [1] - Adjusted net profit for the quarter was approximately $304 million, reflecting a significant year-on-year growth of 489% [1] - The company achieved a GAAP net profit of $125 million, marking a turnaround from a loss in the previous year [1] Financial Performance - Total revenue for the first nine months of 2025 was approximately $3.845 billion, representing a 43% year-on-year increase [1] - Adjusted net profit for the same period was around $693 million, also indicating a turnaround from losses [1] - GAAP net profit for the first nine months was about $220 million, again showing a recovery from previous losses [1] Revenue Drivers - The revenue growth was primarily driven by increased sales of the product Baiyueze in the US and Europe [1] - Product revenue for Q3 2025 was $1.4 billion, up from $993 million in the same period last year [1] - The US remains the largest market for the company, with product revenue of $743 million compared to $504 million in the previous year [1] Future Outlook - The company has provided a full-year revenue guidance of $5.1 billion to $5.3 billion for 2025, supported by strong growth expectations for Baiyueze in the US and continued expansion in Europe and other key global markets [1] - The gross margin is expected to be in the mid-to-high range of 80% to 90% compared to 2024, driven by product mix improvements and enhanced production efficiency [1] Strategic Positioning - The company emphasizes its leading position in the global oncology treatment sector, bolstered by the strong performance of Baiyueze, which is recognized as a leading revenue-generating product in the BTK inhibitor space [2] - Ongoing development of late-stage hematologic oncology pipeline products, including promising candidates like Sotoclar and BGB-16673, is expected to further strengthen the company's competitive advantage in B-cell malignancies [2] - The company is focused on achieving multiple clinical data and registration milestones to enhance long-term value [2]