BeiGene (ONC) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - BeiGene, Ltd. reported a revenue of $1.13 billion for the quarter ended December 2024, marking a 77.8% increase year-over-year and exceeding the Zacks Consensus Estimate of $1.09 billion by 3.76% [1] - The company's EPS was -$1.43, an improvement from -$3.53 in the same quarter last year, but fell short of the consensus estimate of -$0.88, resulting in a surprise of -62.50% [1] Revenue Breakdown - Product revenue reached $1.12 billion, surpassing the average estimate of $1.08 billion by analysts, reflecting a 77.3% increase compared to the previous year [4] - BRUKINSA (Zanubrutinib) generated $828.03 million, exceeding the average estimate of $764.99 million [4] - Tislelizumab revenue was $153.80 million, below the average estimate of $174.58 million [4] - REVLIMID revenue was $3.56 million, significantly lower than the estimated $10.17 million [4] - Other product revenues included $18.24 million for Other, $62.52 million for XGEVA, $13.11 million for POBEVCY, $20.62 million for BLINCYTO, and $18.15 million for KYPROLIS, with most figures falling short of analyst estimates [4] - Collaboration revenue was reported at $9.79 million, exceeding the average estimate of $6.22 million, representing a 152.1% increase year-over-year [4] Stock Performance - Over the past month, BeiGene's shares have returned +14.2%, contrasting with a -2.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]