百济神州成A股市值最高医药股

Core Viewpoint - The article highlights the significant rise in the stock price and market capitalization of BeiGene, marking a pivotal moment in the company's financial performance and the broader pharmaceutical industry in China [2][3]. Group 1: Market Performance - On September 2, BeiGene's A-share stock surged by 9.84%, reaching a total market capitalization of 507.4 billion yuan, making it the highest-valued pharmaceutical stock in A-shares [2]. - This marks the first time BeiGene's A-share market value has surpassed 500 billion yuan, joining other pharmaceutical companies like Hengrui Medicine that previously achieved this milestone [3]. Group 2: Financial Results - Since 2025, BeiGene's A-share stock price has doubled, indicating strong market confidence [4]. - In the first half of 2025, BeiGene reported revenue of 17.518 billion yuan, a year-on-year increase of 46%, and a net profit of 450 million yuan, marking a turnaround from losses [4]. Group 3: Product Performance - The company's profitability is attributed to the sales of its self-developed products, such as Baiyueze (Zebutinib) and Baizean (Tislelizumab), as well as the growth in sales from Amgen's licensed products [5]. - Baiyueze is noted as the most widely approved BTK inhibitor globally, generating 12.527 billion yuan in revenue, accounting for 72% of the company's total revenue [5]. Group 4: Future Prospects - BeiGene is focusing on enhancing its competitive edge in the hematological oncology field, with two late-stage products, Sotorasib (BCL2 inhibitor) and a first-in-class BTK CDAC, under development [6]. - The company plans to submit a marketing application for Sotorasib in China and other global markets by the second half of 2025, and to initiate a Phase III head-to-head trial for BTK CDAC [6]. - BeiGene aims to establish a sustainable product portfolio in the global chronic lymphocytic leukemia market, projected to reach 12 billion USD, leveraging the synergies among Baiyueze, Sotorasib, and BTK CDAC [6].