2025年半年度，产品收入为173.60亿元，上年同期产品收入为119.08亿元，产品收入的增长主要得益于 自主研发产品百悦泽(泽布替尼胶囊)和安进授权产品以及百泽安(替雷利珠单抗注射液)的销售增长。 百济神州(688235.SH)披露2025年半年度主要财务数据，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%;2025年半年度公司营业总收入175.18亿元，较上年同比上升46.0%;2025年半年度归属 于母公司所有者的净利润4.50亿元。报告期末，公司总资产448.72亿元，较期初增加4.8%;归属于母公司 的所有者权益268.56亿元，较期初增加11.1%。 2025年半年度，百悦泽全球销售额总计125.27亿元，同比增长56.2%，在血液肿瘤领域进一步巩固领导 地位。其中，美国销售额总计89.58亿元，同比增长51.7%，主要得益于该产品在所有适应症领域强劲的 需求增长，以及净定价带来的适度利好。凭借差异化且同类最佳的临床特征，百悦泽继续在BTK抑制剂 药物中保持新患者市场份额的领先地位。欧洲销售额总计19.18亿元，同比增长81.4%，主要得益于该产 品在所有欧洲主要市场 ...

格隆汇8月6日丨百济神州(06160.HK)发布公告，2025年第二季度总收入达13亿美元，同比增长42%； 百 悦泽（泽布替尼）全球收入达9.5亿美元，同比增长49%。2025年第二季度，GAAP净利润为9,400万美 元，与上年同期亏损相比增加2.15亿美元，主要得益于收入增长及经营杠杆改善。 公司预计未来18个月内，在血液肿瘤和实体瘤管线中将迎来超过20项里程碑进展。 "第二季度强劲的表现，进一步巩固了公司在全球肿瘤治疗领域的领先地位，并充分证明了我们实现可 持续、长期增长的能力"。百济神州联合创始人、董事长兼首席执行官欧雷强先生表示，"我们目标明 确，正在不断朝着使命前进，致力于为全球更多患者带来突破性药物。百悦泽作为公司血液肿瘤领域的 核心产品，确立了同类最佳BTK抑制剂的标杆地位，获批适应症最广泛，并在美国市场继续保持领先优 势，这得益于其在五个适应症中展现出的优异疗效、良好的安全性以及积极的患者获益。另外两款处于 3期临床研究阶段的血液肿瘤产品——BCL2抑制剂索托克拉和BTK嵌合式降解启动化合物(CDAC)BGB- 16673——将在近期公布关键性数据并启动新临床试验，进一步加强我们的领先地位 ...

Core Viewpoint - Company BeiGene announced an upward revision of its revenue forecast for 2025, expecting revenue to be between RMB 35.8 billion and RMB 38.1 billion, an increase of RMB 600 million from the previous estimate [1] Revenue and Expenses - The company anticipates total R&D, sales, and management expenses to be between RMB 29.5 billion and RMB 31.9 billion, consistent with prior adjustments [1] - The gross margin is expected to be in the mid-to-high range of 80% to 90%, also revised upward from previous estimates [1] Cash Flow and Profitability - The company expects its annual revenue to exceed the total of its cost of goods sold, sales expenses, management expenses, and R&D expenses [1] - The net cash flow from operating activities, after deducting capital expenditures for fixed asset purchases, is projected to be positive [1]

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，提请投资者注意投资风险。 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 8 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 6 月 30 日止三个月及六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 年半年度主要财务数据和指标 单位：人民币千元 | 项目 | 本报告期 | 上年同期 | 增减变动幅度（％） | | --- | --- | --- | --- | | 营业总收入 | 17,518,269 ...

A 股代码：688235 A 股简称：百济神州 公告编号：2025-029 港股代码：06160 港股简称：百济神州 | | 调整前 2025 | 年度经营业绩预 | | 调整后 2025 | 年度经营业绩预 | | | --- | --- | --- | --- | --- | --- | --- | | | | 测 | | | 测 | | | 营业收入 | 将介于人民币 | 亿元至 352 | 381 | 将介于人民币 | 358 | 亿元至 381 | | | | 亿元之间 | | | 亿元之间 | | | 研发费用、销售及管理费 | 将介于人民币 | 295 亿元至 | 319 | 将介于人民币 | 295 | 亿元至 319 | | 用合计 | | 亿元之间 | | | 亿元之间 | | 1 | 毛利率 % | 80%至 90%的中位区间 | 80%至 90%的中高位区间 | | --- | --- | --- | | 营业收入扣除营业成本、 研发费用、销售及管理费 | 全年营业收入预计将大于营业 成本、销售费用、管理费用及 | 全年营业收入预计将大于营业 成本、销售费用、管理费用及 | | 用 | ...

百济神州8月6日公告，第二季度总收入达13亿美元，同比增长42%。第二季度，基本和稀释每股收益分 别为0.07美元和0.06美元，基本和稀释每股美国存托股份（ADS）收益分别为0.87美元和0.84美元；上年 同期基本每股亏损为0.09美元，基本每股ADS亏损为1.15美元。 ...

智通财经APP讯，百济神州(06160)发布截至2025年6月30日止三个月及六个月未经审核业绩，2025年第 二季度总收入为13.15亿美元，同比增加41.56%;净利润9432万美元，上年同期净亏损1.2亿美元;每股基 本收益0.07美元。 于2025年上半年，实现总收入24.33亿美元，同比增加44.73%;净利润9559万美元，上年同期净亏损3.72 亿美元;每股基本收益0.07美元。 公告称，第二季度总收入增长主要得益于百悦泽® (泽布替尼)在美国和欧洲的销售额增长。 2025年第二 季度，产品收入为13亿美元，上年同期为9.21亿美元。产品收入增长主要得益于百悦泽®销售额增长。 美国仍是公司最大的市场，产品收入达6.85亿美元，上年同期为4.79亿美元。从安进公司获得授权许可 的产品和百泽安® (替雷利珠单抗)的销售也对产品收入增长做出贡献。 "第二季度强劲的表现，进一步巩固了公司在全球肿瘤治疗领域的领先地位，并充分证明了我们实现可 持续、长期增长的能力。"百济神州联合创始人、董事长兼首席执行官欧雷强先生表示，"我们目标明 确，正在不断朝着使命前进，致力于为全球更多患者带来突破性药物。百悦泽®作为 ...

Core Viewpoint - The company reported strong financial performance for the second quarter of 2025, indicating significant growth in revenue and a shift from losses to profitability, primarily driven by the sales of its core product, 百悦泽 (Zebutinib) [1][2] Financial Performance - For Q2 2025, total revenue reached $1.315 billion, a year-on-year increase of 41.56%; net profit was $94.32 million, compared to a net loss of $120 million in the same period last year; basic earnings per share were $0.07 [1] - In the first half of 2025, total revenue was $2.433 billion, up 44.73% year-on-year; net profit was $95.59 million, compared to a net loss of $372 million in the previous year; basic earnings per share remained at $0.07 [1] Product Performance - The revenue growth in Q2 2025 was mainly attributed to the increase in sales of 百悦泽 (Zebutinib) in the U.S. and Europe, with product revenue of $1.3 billion compared to $921 million in the same period last year [1] - The U.S. remains the largest market for the company, with product revenue of $685 million, up from $479 million year-on-year [1] - Sales from licensed products from Amgen and 百泽安 (Tislelizumab) also contributed to the growth in product revenue [1] Strategic Outlook - The company aims to solidify its leading position in the global oncology treatment market and is focused on sustainable long-term growth [2] - 百悦泽 is positioned as a best-in-class BTK inhibitor with the broadest range of approved indications, maintaining a leading advantage in the U.S. market due to its efficacy and safety [2] - The company plans to announce key data from two blood cancer products currently in Phase 3 clinical trials and expects over 20 R&D milestones in the next 18 months [2] Revenue Guidance - The company projects total revenue for 2025 to be between $5 billion and $5.3 billion, driven by the strong performance of 百悦泽 in the U.S. and continued expansion in Europe and other key markets [2] - Gross margin is expected to be in the mid-to-high 80% range due to improved product mix and production efficiency [2] - The guidance for GAAP operating expenses includes expected investments to support commercialization and research growth, with non-GAAP operating expenses anticipated to follow the same trend [2]

Core Insights - The company reported a strong performance in Q2 2025, with total revenue reaching $1.3 billion, a 42% year-over-year increase [1] - The global revenue from Baiyueze (Zebutinib) was $950 million, reflecting a 49% growth compared to the previous year [1] - GAAP net profit for Q2 2025 was $94 million, an increase of $215 million compared to the loss in the same period last year, driven by revenue growth and operational leverage improvements [1] Financial Performance - Gross margin for global product revenue was 87.4% in Q2 2025, up from 85.0% in the same period last year, attributed to the higher sales proportion of Baiyueze [1] - Adjusted gross margin (excluding depreciation and amortization) increased to 88.1% in Q2 2025 from 85.4% year-over-year [1] - The company projects total revenue for 2025 to be between $5 billion and $5.3 billion, supported by strong growth expectations for Baiyueze in the U.S. and continued expansion in Europe and other key markets [1] Product and Pipeline Development - Baiyueze is positioned as a leading BTK inhibitor with the broadest range of approved indications, maintaining a competitive edge in the U.S. market due to its efficacy and safety profile [2] - The company anticipates over 20 milestone developments in its blood cancer and solid tumor pipelines within the next 18 months [1][2] - Two additional blood cancer products, a BCL2 inhibitor and a BTK chimeric degradation activating compound (CDAC), are in Phase 3 clinical trials and are expected to announce key data soon [2]

每经AI快讯，8月6日，百济神州(688235.SH)公告称，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%；归属于母公司所有者的净利润4.5亿 元，同比扭亏为盈。 ...