智通财经APP讯，百济神州(688235.SH)发布公告，2025 年8月25日，公司及其全资子公司百济神州瑞士 与RoyaltyPharma签订了一份《特许权使用费购买协议》。根据该协议，RoyaltyPharma同意在交割时向 百济神州瑞士支付8.85亿美元，向百济神州瑞士购买其就任何包含单克隆抗体Imdelltra(Tarlatamab)(包括 任何剂量、形式(包括聚乙二醇化版本)、制剂(无论短效还是长效)、给药方式或给药途径)产品在中国以 外地区年度销售的净收入收取分级计算的中个位数百分比的特许权使用费的大部分权利。前述特许权使 用费系安进根据《安进合作协议》向百济神州瑞士支付的费用。 此外，自交割日至2026年8月25日，百济神州瑞士有权自行决定向Royalty Pharma 出售额外的收取特许 权使用费的权利，行使该等卖出选择权可使百济神州瑞士获得最高达6,500万美元的额外付款。对于年 度Imdelltra中国外净收入超过15亿美元的部分，卖方将分享特许权使用费的一部分。除保留以上描述的 收取特许权使用费的权利外，百济神州瑞士还保留了《安进合作协议》项下的其他经济利益。 ...

Core Viewpoint - BeiGene has entered into a royalty purchase agreement with Royalty Pharma, marking a significant step in its internationalization strategy and financial recovery from previous development costs [1][3]. Group 1: Royalty Agreement Details - Royalty Pharma will pay an upfront fee of $885 million for the majority of the royalty rights for the DLL3/CD3 bispecific antibody Imdelltra outside of China [1]. - BeiGene has the option to sell additional royalty rights within one year for an extra payment of $65 million, which will be adjusted based on additional value [1]. - BeiGene will share a portion of the royalties for revenue exceeding $1.5 billion from outside China [1]. Group 2: Historical Context and Financial Impact - The royalty rights being transferred stem from a strategic partnership with Amgen established in October 2019, where Amgen became BeiGene's largest shareholder by acquiring 20.5% of its shares [3]. - BeiGene is responsible for up to $1.25 billion in global development costs for over 20 innovative drugs in collaboration with Amgen, receiving a mid-single-digit percentage of royalties [3]. - This transaction allows BeiGene to recover over $950 million in costs associated with the development of the Imdelltra product [3]. Group 3: Strategic Implications - The licensing transaction for the DLL3/CD3 bispecific antibody signifies a successful attempt at a different internationalization model beyond self-innovation and drug commercialization [6].

Group 1 - The core viewpoint of the news highlights the financial performance and stock market activity of BeiGene, with a notable increase in revenue and net profit [1][2] - As of June 30, 2025, BeiGene's total revenue reached $2.433 billion, representing a year-on-year growth of 44.73% [1] - The company's net profit attributable to shareholders was $95.59 million, showing a significant increase of 125.73% year-on-year [1] Group 2 - BeiGene is a commercial-stage biotechnology company focused on developing and commercializing innovative molecular targeted and immunotherapy drugs for cancer treatment [2] - The company has a diverse product portfolio, including six internally developed clinical candidates, three of which are in late-stage clinical trials: zanubrutinib (BTK inhibitor), tislelizumab (PD-1 antibody), and pamiparib (PARP inhibitor) [2] - Founded in Beijing in 2010, BeiGene went public on the NASDAQ Global Select Market in February 2016 and has built a global team of over 1,300 employees by July 2018, showcasing its comprehensive capabilities in research, clinical development, manufacturing, and commercialization [2]

Core Points - BeiGene announced a royalty purchase agreement with Royalty Pharma, involving a payment of $885 million at closing [1][2] - The agreement grants Royalty Pharma rights to a significant portion of the royalties from the sales of the monoclonal antibody Imdelltra (Tarlatamab) outside of China [2] - BeiGene has the option to sell additional royalty rights to Royalty Pharma for up to $65 million until August 25, 2026, based on certain conditions [2] Financial Details - Royalty Pharma will pay $885 million to BeiGene Switzerland upon closing of the agreement [2] - The royalties are based on a tiered percentage of net revenues from Imdelltra sales outside of China [2] - If annual net revenues from Imdelltra exceed $1.5 billion, BeiGene will share a portion of the royalties with Royalty Pharma [2]

Core Viewpoint - BeiGene has entered into a royalty purchase agreement with a subsidiary of Royalty Pharma, agreeing to receive $885 million for the rights to a significant portion of royalties from the sales of the monoclonal antibody Imdelltra (Tarlatamab) outside of China [1][2]. Group 1: Financial Details - Royalty Pharma will pay $885 million at closing for the rights to receive a mid-single-digit percentage royalty on the annual net sales of Imdelltra outside of China [1][2]. - Royalty Pharma's total assets were reported at $18.223 billion, with net assets of $10.342 billion and total revenue of $2.264 billion as of the end of last year [1]. Group 2: Product Information - Imdelltra (Tarlatamab) is primarily indicated for the treatment of relapsed or refractory small cell lung cancer (SCLC), a highly aggressive type of lung cancer with limited treatment options [3]. - The drug works by activating the patient's own T-cells to kill cancer cells, providing a new treatment option for patients who have not responded to traditional therapies [3]. Group 3: Additional Rights and Options - From the closing date until August 25, 2026, BeiGene has the option to sell additional royalty rights to Royalty Pharma, which could yield up to $65 million in extra payments [3]. - If annual net sales of Imdelltra outside of China exceed $1.5 billion, BeiGene will share a portion of the royalties on that excess amount [3].

Core Viewpoint - BeiGene has entered into a royalty purchase agreement with Royalty Pharma, receiving $885 million for the rights to royalties from the monoclonal antibody Imdelltra outside of China [1] Group 1 - The agreement involves Royalty Pharma paying $885 million at closing for the majority of the rights to receive royalties on annual net sales of Imdelltra outside of China [1] - BeiGene Switzerland retains the right to sell additional royalty rights for up to $65 million before August 25, 2026 [1] - This transaction is not classified as a related party transaction and does not require shareholder approval [1]

格隆汇8月25日丨百济神州(06160.HK)公告，于2025年8月25日，公司、公司的子公司BeOne Medicines I GmbH（卖方）与Royalty Pharma Investments2023 ICAV（独立第三方）签订了一份特许权使用费购买协 议。 公司已评估特许权使用费购买协议，并预期根据美国公认会计原则，RoyaltyPharma支付的首付款将于 交割时构成公司的一项重大直接财务义务。基于该会计处理，特许权使用费购买协议项下拟进行的交易 不构成上市规则项下公司任何须予公布交易。 根据特许权使用费购买协议，Royalty Pharma同意在交割时向卖方支付8.85亿美元首付款，向卖方购买 其就任何及所有包含单克隆抗体Imdelltra (tarlatamab)（包括任何剂量、形式（包括聚乙二醇化版本）、 制剂（无论短效还是长效）、给药方式或给药途径产品（合称Imdelltra产品）在中国以外地区年度销售 的净收入（Imdelltra中国外净收入）收取分级计算的中个位数百分比的特许权使用费的大部分权利。前 述特许权使用费系Amgen Inc.根据公司、卖方和安进于2019年10月31日签订并 ...

百济神州(06160)发布公告，于2025年8月25日，公司、公司的子公司BeOne Medicines I GmbH(卖方)与 Royalty Pharma Investments 2023 ICAV(Royalty Pharma)(独立第三方)签订了一份特许权使用费购买协 议。 此外，自交割至2026年8月25日，卖方有权自行决定向 Royalty Pharma出售额外的收取特许权使用费的 权利(卖出选择权)，行使卖出选择权可使卖方获得最高达6,500万美元的额外付款，该付款将根据额外的 特许权使用费的价值按比例进行调整。对于年度Imdelltra中国外净收入超过15亿美元的部分，卖方将分 享特许权使用费的一部分。除保留以上描述的收取特许权使用费的权利外，卖方还保留了安进合作协议 项下的其他经济利益。 根据特许权使用费购买协议，Royalty Pharma同意在交割时向卖方支付8.85亿美元首付款，向卖方购买 其就任何及所有包含单克隆抗体Imdelltra (tarlatamab)(包括任何剂量、形式(包括聚乙二醇化版本)、制剂 (无论短效还是长效)、给药方式或给药途径产品(合称Imdelltra产品)在 ...

A 股代码：688235 A 股简称：百济神州 公告编号：2025-032 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 自愿披露关于签订特许权使用费购买协议的公告 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、2025 年 8 月 25 日，百济神州有限公司（以下简称"百济神州"或"公司"） 及其全资子公司 BeOne Medicines I GmbH（一家注册于瑞士的公司，以下简称 "百济神州瑞士"或"卖方"）与 Royalty Pharma Investments 2023 ICAV（一家爱尔 兰集体资产管理工具，以下简称"Royalty Pharma"或"买方"）签订了一份《特 许权使用费购买协议》（以下简称"《特许权使用费购买协议》"）。根据《特 许权使用费购买协议》，Royalty Pharma 同意在交割时向百济神州瑞士支付 8.85 亿 美 元 ， 向 百 济 神 州 瑞 士 购 买 其 就 任 何 包 含 单 克 隆 抗 体 Imdelltra （Ta ...

根据特许权使用费购买协议，Royalty Pharma同意在交割时向卖方支付8.85亿美元首付款，向卖方购买 其就任何及所有包含单克隆抗体Imdelltra (tarlatamab)(包括任何剂量、形式(包括聚乙二醇化版本)、制剂 (无论短效还是长效)、给药方式或给药途径产品(合称Imdelltra产品)在中国以外地区年度销售的净收入 (Imdelltra中国外净收入)收取分级计算的中个位数百分比的特许权使用费的大部分权利。前述特许权使 用费系Amgen Inc.(安进)根据公司、卖方和安进于2019年10月31日签订并不时修订的合作协议(安进合作 协议)向卖方支付的费用。 此外，自交割至2026年8月25日，卖方有权自行决定向 Royalty Pharma出售额外的收取特许权使用费的 权利(卖出选择权)，行使卖出选择权可使卖方获得最高达6,500万美元的额外付款，该付款将根据额外的 特许权使用费的价值按比例进行调整。对于年度Imdelltra中国外净收入超过15亿美元的部分，卖方将分 享特许权使用费的一部分。除保留以上描述的收取特许权使用费的权利外，卖方还保留了安进合作协议 项下的其他经济利益。 百济神州( ...