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百济神州半年报出炉:营收实现175亿元 同比增长46%
Zhi Tong Cai Jing· 2025-08-06 11:24
Core Insights - BeiGene reported strong financial performance for Q2 2025, achieving total revenue of RMB 17.518 billion, a year-on-year increase of 46.0%, with product revenue reaching RMB 17.360 billion, up 45.8% [1] - The company turned profitable for the first time this year, with operating profit of RMB 799 million and net profit attributable to shareholders of RMB 450 million, driven by significant product revenue growth and improved operational efficiency [1] - BeiGene updated its revenue guidance for 2025, now expecting total revenue between RMB 35.8 billion and RMB 38.1 billion, with a gross margin forecast of 80% to 90% [1] Financial Performance - Total revenue for H1 2025 was RMB 17.518 billion, a 46.0% increase year-on-year [1] - Product revenue reached RMB 17.360 billion, reflecting a 45.8% growth compared to the previous year [1] - Operating profit was RMB 799 million, and net profit attributable to shareholders was RMB 450 million, marking a turnaround from losses in the previous year [1] Product Performance - The BTK inhibitor, Zanubrutinib, achieved global sales of RMB 12.527 billion in H1 2025, a 56.2% increase year-on-year, with US sales reaching RMB 8.958 billion, up 51.7% [3] - The PD-1 inhibitor, Tislelizumab, generated sales of RMB 2.643 billion in H1 2025, a 20.6% increase, driven by new indications and increased patient access in China [4] R&D Pipeline - BeiGene is at a critical juncture in its R&D pipeline, expecting over 20 milestone events in the next 18 months across hematologic and solid tumor indications [6] - The company has advanced 15 new molecular entities into clinical trials from 2019 to 2023, with over 10 new entities entering clinical trials in 2024 alone [6] - In hematologic oncology, BeiGene has three fully owned products, including Zanubrutinib and two candidates in Phase 3 trials, targeting unmet needs in chronic lymphocytic leukemia [7] Global Expansion - Tislelizumab has been approved in 47 markets globally, with recent reimbursement inclusions in 20 markets, enhancing its accessibility [4] - The company is expanding its presence in solid tumors, with promising developments in breast cancer, lung cancer, and gastrointestinal cancer treatments [8][9]
百济神州(06160)半年报出炉:营收实现175亿元 同比增长46%
智通财经网· 2025-08-06 11:22
Core Viewpoint - BeiGene reported strong financial performance for the first half of 2025, achieving significant revenue growth and profitability, driven by product sales and effective cost management [1][2][3] Financial Performance - Total revenue for the first half of 2025 reached RMB 17.518 billion, a year-on-year increase of 46.0% [1] - Product revenue amounted to RMB 17.360 billion, reflecting a growth of 45.8% compared to the previous year [1] - Operating profit was RMB 799 million, and net profit attributable to shareholders was RMB 450 million, marking a turnaround from losses in the same period last year [1] - The company updated its revenue guidance for 2025, now expecting total revenue between RMB 35.8 billion and RMB 38.1 billion, with a gross margin forecast of 80% to 90% [1] Product Performance - The BTK inhibitor, Zanubrutinib (Brukinsa), achieved global sales of RMB 12.527 billion in the first half of 2025, a 56.2% increase year-on-year [3] - In the U.S. market, Zanubrutinib sales reached RMB 8.958 billion, up 51.7%, driven by strong demand across all indications [3] - The PD-1 inhibitor, Tislelizumab, generated sales of RMB 2.643 billion, a 20.6% increase, benefiting from new indications and increased hospital access in China [4] R&D Pipeline - The company is at a critical juncture in its R&D pipeline, expecting over 20 milestone events in the next 18 months across hematological and solid tumor indications [6] - BeiGene has advanced 15 new molecular entities into clinical trials from 2019 to 2023, with over 10 new entities entering trials in 2024 alone [6] - The company has established a robust global clinical development platform, conducting over 170 trials across 40 countries with more than 25,000 patients enrolled [6] Future Developments - In hematological oncology, BeiGene has three fully owned products, including Zanubrutinib and two candidates in Phase 3 trials, which are expected to meet unmet needs in chronic lymphocytic leukemia (CLL) [7] - In solid tumors, the company is advancing multiple products, including a CDK4 inhibitor for breast cancer and a PRMT5 inhibitor, with clinical trials expected to commence in the near future [8][9]
百济神州(06160) - 海外监管公告
2025-08-06 11:16
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。 BeOne Medicines Ltd. 百濟神州有限公司 (根據瑞士法律註冊成立的公司) (股份代號:06160) 海外監管公告 本公告乃百濟神州有限公司(BeOne Medicines Ltd., 「本公司」)根據香港聯合交易 所有限公司證券上市規則第13.10B條作出。 茲載列本公司於上海證券交易所網站刊發的《百濟神州有限公司自願披露關於 2025年度經營業績預測調整的公告》,僅供參閱。 承董事會命 百濟神州有限公司 主席 歐雷強先生 香港,2025年8月6日 於本公告日期,本公司董事會包括主席兼執行董事歐雷強先生、非執行董事王 曉東博士,以及獨立非執行董事Olivier Brandicourt博士、Margaret Han Dugan 博士、Michael Goller先生、Anthony C. Hooper先生、Ranjeev Krishana先生、 Alessandro Riva博士、Cora ...
百济神州(688235) - 港股公告:百济神州有限公司截至2025年6月30日止三个月及六个月未经审核业绩以及业务进展最新情况
2025-08-06 11:15
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。 BeOne Medicines Ltd. 百濟神州有限公司 (根據瑞士法律註冊成立的公司) (股份代號:06160) 內幕消息 百濟神州有限公司 截至2025年6月30日止三個月及六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2025年6月30日止 三個月及六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2025年6月30日止三個月及六個月未經 審核簡要合併財務業績(「第二季度業績」)以及2025年第二季度關鍵業務亮點和更 新2025年年度財務指引(「業務進展」)。第二季度業績乃根據美國證券交易委員會 的適用規則刊發。 第二季度業績乃根據美國公認會計準則編製(「美國公認 ...
百济神州(688235) - 美股公告:季度报告10-Q表格
2025-08-06 11:15
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 2025 年 6 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) (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 BeOne Medicines I GmbH Aeschengraben 27 巴塞尔,瑞士 4051 (主要行政办事处地址) (邮政编码) +41 61 685 19 00 (注册人的电话号码,包括地区编码) 根据本法案第 12(b)条注册的证券: | 各类别名称 | 交易代码 | 各 ...
百济神州(06160) - 海外监管公告
2025-08-06 11:12
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。 BeOne Medicines Ltd. 百濟神州有限公司 (根據瑞士法律註冊成立的公司) (股份代號:06160) 海外監管公告 本公告乃百濟神州有限公司(BeOne Medicines Ltd., 「本公司」)根據香港聯合交易 所有限公司證券上市規則第13.10B條作出。 A 股代码:688235 A 股简称:百济神州 公告编号:2025-028 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 2025年半年度主要财务数据公告 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")2025 年半年度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 年半年度报告中披露的数据为准,提请投资者注意投 ...
百济神州(688235.SH):上半年营业总收入175.18亿元 同比上升46%
Ge Long Hui A P P· 2025-08-06 10:57
Core Insights - The company reported a significant increase in product revenue for the first half of 2025, reaching 17.36 billion yuan, a year-on-year growth of 45.8% [1] - Total revenue for the same period was 17.52 billion yuan, reflecting a 46.0% increase compared to the previous year [1] - The net profit attributable to the parent company was 450 million yuan [1] Revenue Breakdown - The growth in product revenue was primarily driven by sales of self-developed products such as Baiyueze® (Zebutinib capsules) and licensed products from Amgen, as well as Baizean® (Tislelizumab injection) [2] - Baiyueze® achieved global sales of 12.53 billion yuan, marking a 56.2% year-on-year increase, with U.S. sales contributing 8.96 billion yuan, up 51.7% [2] - European sales of Baiyueze® totaled 1.92 billion yuan, a significant increase of 81.4%, while sales in China reached 1.19 billion yuan, growing by 36.5% [2] Product Performance - Baizean® recorded sales of 2.64 billion yuan, a 20.6% increase, driven by new indications approved for reimbursement in China [3] - Baiyueze® is noted for having the broadest range of approved indications among BTK inhibitors globally and is the only one with flexible dosing options [3] - The company has conducted over 35 clinical trials involving approximately 7,100 patients for Baiyueze®, which is now approved in 75 markets worldwide [3] R&D and Future Prospects - The company is advancing its next-generation self-developed pipeline products with a focus on rapid early clinical concept validation [4] - The global R&D team consists of over 3,700 personnel, collaborating with regulatory bodies and researchers across more than 45 countries [4] - The company anticipates over 20 milestone advancements in its hematological and solid tumor pipelines within the next 18 months [4]
晚间公告丨8月6日这些公告有看头
Di Yi Cai Jing· 2025-08-06 10:51
【品大事】 仙鹤股份:拟110亿元投建林浆纸用一体化高性能纸基新材料项目 仙鹤股份公告,公司拟投资约110亿元建设林浆纸用一体化高性能纸基新材料项目,其中一期投资约55 亿元,二期投资约55亿元,正式动工之日起计三年内实现一期投产。一期项目计划投资约55亿元,预计 年产值约51.5亿元,年税收约4.5亿元,提供就业岗位约2000人。二期项目将根据一期项目的实施情况, 参照市场形势和企业经营情况,适时投资建设。 8月6日晚间,沪深两市多家上市公司发布公告,以下是第一财经对一些重要公告的汇总,供投资者参 考。 中信证券公告,公司控股子公司华夏基金2025年上半年实现营业收入42.58亿元,净利润11.23亿元,综 合收益总额11.06亿元。截至2025年6月30日,华夏基金母公司管理资产规模为28512.37亿元。上述数据 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年半年度报告中披露的数据为准。 百济神州:上半年净利润4.5亿元 同比扭亏为盈 百济神州公告,2025年半年度公司产品收入为173.60亿元,较上年同比上升45.8%;营业总收入175.18 亿元,较上年同比上升46.0%;归属于母公 ...
百济神州(688235.SH)半年度产品收入达173.6亿元,百悦泽、百泽安销售额均增长
智通财经网· 2025-08-06 10:43
Financial Performance - In the first half of 2025, the company's product revenue reached 17.36 billion yuan, a year-on-year increase of 45.8% [1] - Total operating revenue for the same period was 17.52 billion yuan, reflecting a 46.0% year-on-year growth [1] - The net profit attributable to the parent company was 450 million yuan [1] - As of the end of the reporting period, total assets amounted to 44.87 billion yuan, an increase of 4.8% from the beginning of the period [1] - Equity attributable to the parent company was 26.86 billion yuan, up 11.1% from the beginning of the period [1] Product Sales - Global sales of Baiyueze® (Zebutinib Capsules) totaled 12.53 billion yuan, marking a 56.2% year-on-year increase, solidifying its leadership in the hematologic oncology field [2] - Sales in the United States reached 8.96 billion yuan, a 51.7% increase, driven by strong demand across all indications and favorable net pricing [2] - European sales amounted to 1.92 billion yuan, up 81.4%, attributed to market share gains in major European markets including Germany, Italy, Spain, France, and the UK [2] - In China, sales were 1.19 billion yuan, a 36.5% increase, due to growth in approved indications [2] - Baizean® (Trelatuzumab Injection) generated sales of 2.64 billion yuan, reflecting a 20.6% year-on-year growth, driven by new indications included in medical insurance and increased hospital supply [2] - Baizean® maintains a leading market share in China's PD-1 market [2]
百济神州预计2025年营业收入将介于358亿元至381亿元之间
Bei Jing Shang Bao· 2025-08-06 10:41
百济神州表示,公司营业收入预计增长的调整主要得益于百悦泽在美国市场的领先地位以及其在欧洲和 全球其他重要市场的持续扩张;毛利率预计提升的调整主要得益于产品组合的改善和生产效率的提高。 北京商报讯(记者 丁宁)8月6日晚间,百济神州(688235)发布公告称,公司预计2025年营业收入将介于 358亿元至381亿元之间。研发费用、销售及管理费用合计预计为295亿元至319亿元之间。毛利率预计处 于80%至90%的中高位区间。 ...