百济神州Q2营收大增42%，百悦泽全球收入近10亿美元，上调全年指引

Core Viewpoint - BeiGene reported a strong Q2 performance with total revenue of $1.3 billion, a 42% year-over-year increase, and a positive operating profit, indicating a successful turnaround and growth trajectory for the company [2][3][5]. Financial Performance - Q2 total revenue reached $1.3 billion, up 42% from the previous year, with core product BeiYueZe contributing $950 million, a 49% increase [3][5]. - GAAP operating profit was $87.9 million, compared to a loss of $107.2 million in the same period last year, marking a significant turnaround [4]. - Net profit for Q2 was $94.3 million, a substantial improvement from a loss of $120.4 million year-over-year [4]. - The company reported a gross margin increase to 87.4%, up from 85% in the previous year [3]. Product Performance - BeiYueZe's global revenue reached $950 million, with a notable 49% year-over-year growth, driven by strong performance in both the U.S. and European markets [8]. - The U.S. market contributed $684 million, a 43% increase, while the European market saw explosive growth of 85%, generating $150 million [8]. - The company maintains a leading market share in new patient acquisitions for BTK inhibitors [8]. Future Outlook - The company raised its full-year revenue guidance to $5-5.3 billion while maintaining expectations for positive operating profit [10]. - Over the next 18 months, the company anticipates more than 20 research and development milestones, indicating a robust pipeline [9]. - Recent regulatory advancements include priority review for Sotoclisib in China and PRIME designation for BGB-16673 in Europe, highlighting the innovative potential of its pipeline [9].