BeiGene, Ltd.
06160
2023 12 31
2023 12 31
13.09
571 XIVA
2023 12 31
2023 12 31
2023 12 31
2023 12 31
2024
2024 2 26
2024 3 28 2023 12 31
1
1995 (Private Securities Litigation
Reform Act of 1995)
10-K
2024 2 26
Olivier Brandicourt Margaret Han Dugan
Donald W. Glazer Michael Goller Anthony C. Hooper
Ranjeev Krishana Alessandro Riva Corazon (Corsee) D. Sanders
2
2023
2023 6.34
67% 25 74%
2023
4.13 135% 13
129%
sonrotoclax
(CLL) 3 BTK CDAC
(R/R)CLL R/R (MCL)
BGNE 06160 688235
2023
2023
(John V. Oyler)
3
2023 6.305 86%
22 75%
(GAAP) 2023
18% 33%
28% 47%
(FDA)
3 ALPINE
(R/R)
(CLL) (PFS) 29.6
BTK
R/R (FL)
BTK
2023 12 (ASH) 25
o ALPINE 39
R/R CLL PFS
o sonrotoclax 1/2
CLL
sonrotoclax
R/R sonrotoclax
t(11,14) (MM)
o BTK CDAC(BGB-16673)
B BTK
BTK CDAC
4
PD-1
(EMA) (CHMP)
(NSCLC) (ESCC)
EMA 10
2023 5 (NMEs)
CDK4 BGB-43395
2023
2023 6.344 25
3.801 14
2023
3.132 11
1.554 5.026
2024
12 31 12 31
2023 2022 2023 2022
$ 630,526 $ 339,022 $ 2,189,852 $ 1,254,612
$ 3,883 $ 41,073 $ 268,927 $ 161,309
$ 634,409 $ 380,095 $ 2,458,779 $ 1,415,921
GAAP $ (383,795) $ (468,622) $ (1,207,736) $ (1,789,665)
* $ (267,224) $ (372,480) $ (752,473) $ (1,420,225)
* GAAP (GAAP)
GAAP GAAP
5
2023 6.305 22
3.390 13
2023 4.130 13
1.761 5.647
2023 1.280 5.366
1.022 4.229
2023 5,110
1.883 2,770 1.146
2023 83.2% 82.7%
78.3% 77.2%
2023 2022
GAAP GAAP
2023 2022 2023 2022
(%) (%)
$ 493,987 $ 446,023 11% $ 437,383 $ 404,186 8%
$ 416,547 $ 328,984 27% $ 361,435 $ 275,648 31%
(1)
$ 1,838 $ 188 878% $ – $ –
$ 912,372 $ 775,195 18% $ 798,818 $ 679,834 18%
6
2023 2022
GAAP GAAP
2023 2022 (%) 2023 2022 (%)
$ 1,778,594 $ 1,640,508 8% $ 1,558,960 $ 1,474,919 6%
$ 1,504,501 $ 1,277,852 18% $ 1,284,689 $ 1,077,977 19%
(1)
$ 3,500 $ 751 366% $ – $ –
$ 3,286,595 $ 2,919,111 13% $ 2,843,649 $ 2,552,896 11%
(1) 2023 12 31
2023 GAAP
2023
3,180 4,680 4,870
6,870
(SG&A) 2023 GAAP SG&A
2023 GAAP
BMS 3.629
2023 0.27 (ADS)
3.53 0.33 ADS 4.29
2023 0.65 ADS 8.45
1.49 ADS 19.43
7
12 31
2023 2022
$ 3,875,037 $ 4,382,887
(1,157,453) (1,496,619)
60,004 1,077,123
416,478 (18,971)
(8,082) (69,383)
(689,053) (507,850)
$ 3,185,984 $ 3,875,037
2023 2.216 12
3.182 15
2023
2023 10-K
(PFS)
R/R (FL)
BTK
10
8
Sonrotoclax CLL 3 BTK CDAC
FDA
3 ALPINE
R/R CLL/SLL
PFS
R/R
FL
4 R/R
(TN)CLL
(NMPA)
(MHRA)
ESCC
EMA CHMP
NSCLC
(ES-SCLC)
(sBLA)
NMPA
II IIIA
(NSCLC)
NMPA
ESCC
EMA
9
ASH 3 ALPINE
R/R CLL/SLL
PFS
NSCLC 1
Sonrotoclax FDA
(BGB-11417)
(MM)
(WM) (AML)
(MCL)
CLL
ASH sonrotoclax
o
TN CLL
o
t(11,14)
MM BCL-2
o R/R MZL
10
BTK CDAC ASH
(BGB-16673)
B
BTK
BTK CDAC
R/R MCL
FDA
R/R MCL
LBL-007
LAG3 1
ESCC
2
(NME)BGB-43395
CDK4 1
FDA R/R FL
BTK
FDA ESCC
2024 3 6
F DA NMP A
R/R FL
11
2024
FDA ESCC
FDA
ESCC
(PDUFA)
2024 7
2024 EMA
NSCLC
2024
NMPA
ES-SCLC
2024
NMPA
(G/GEJ)
2024 EMA
2024
FDA
2024
(PMDA)
ESCC
2024
EMA
G/GEJ
Zanidatamab 2 Jazz Pharmaceuticals
Zymeworks 2024
NMPA
HER2
(BLA)
12
Sonrotoclax 2024
2
R/R MCL
2024
TIGIT 3 AdvanTIG-302
NSCLC
Tarlatamab 3 2024
DLL3 CD3
3
T
2024 10
KRAS MTA
P R M T5 EGFR
CDK2 ADC
3
2024
xaluritamig AMG 509
STEAP1 CD3 XmAb T
1
1
2
Jazz/Zymeworks
3
4
XmAb Xencor
13
2024 7 8
100 9.3
55.9 5.2 10
6.5
(ADC) 25
2.3 17 1.6
CDK2
14
12 31 12 31
2023 2022
$ 3,188,584 $ 4,540,288
358,027 173,168
416,122 282,346
1,324,154 845,946
$ 5,805,275 $ 6,379,290
$ 315,111 $ 294,781
693,731 467,352
300 255,887
238,666 293,960
885,984 538,117
2,267,948 1,995,935
$ 3,537,327 $ 4,383,355
15
ADS ADS
12 31 12 31
2023 2022 2023 2022
$ 630,526 $ 339,022 $ 2,189,852 $ 1,254,612
3,883 41,073 268,927 161,309
634,409 380,095 2,458,779 1,415,921
105,832 73,522 379,920 286,475
528,577 306,573 2,078,859 1,129,446
493,987 446,023 1,778,594 1,640,508
416,547 328,984 1,504,501 1,277,852
1,838 188 3,500 751
912,372 775,195 3,286,595 2,919,111
(383,795) (468,622) (1,207,736) (1,789,665)
16,274 18,219 74,009 52,480
16,749 19,438 307,891 (223,852)
(350,772) (430,965) (825,836) (1,961,037)
16,781 14,370 55,872 42,778
(367,553) (445,335) (881,708) (2,003,815)
$ (0.27) $ (0.33) $ (0.65) $ (1.49)
1,353,005,058 1,348,916,108 1,357,034,547 1,340,729,572
ADS $ (3.53) $ (4.29) $ (8.45) $ (19.43)
ADS
104,077,312 103,762,778 104,387,273 103,133,044
16
(GAAP)
GAAP
GAAP GAAP
GAAP GAAP
GAAP GAAP
GAAP
GAAP GAAP
GAAP
GAAP
GAAP
GAAP GAAP
GAAP GAAP
17
GAAP GAAP
12 31 12 31
2023 2022 2023 2022
GAAP
GAAP $ 105,832 $ 73,522 $ 379,920 $ 286,475
1,898 – 8,578 –
1,119 781 3,739 3,225
$ 102,815 $ 72,741 $ 367,603 $ 283,250
GAAP
GAAP $ 493,987 $ 446,023 $ 1,778,594 $ 1,640,508
39,424 34,966 163,550 139,348
17,180 6,871 56,084 26,241
$ 437,383 $ 404,186 $ 1,558,960 $ 1,474,919
GAAP
GAAP $ 416,547 $ 328,984 $ 1,504,501 $ 1,277,852
53,328 43,160 204,038 163,814
1,784 10,176 15,774 36,061
$ 361,435 $ 275,648 $ 1,284,689 $ 1,077,977
GAAP
GAAP 912,372 775,195 3,286,595 2,919,111
92,752 78,126 367,588 303,162
18,964 17,047 71,858 62,302
1,838 188 3,500 751
$ 798,818 $ 679,834 $ 2,843,649 $ 2,552,896
GAAP
GAAP $ (383,795) $ (468,622) $ (1,207,736) $ (1,789,665)
92,752 78,126 367,588 303,162
20,862 17,047 80,436 62,302
2,957 969 7,239 3,976
$ (267,224) $ (372,480) $ (752,473) $ (1,420,225)
18
10,000
www.beigene.com.cn
1995 (Private Securities Litigation
Reform Act of 1995)
10-K
+86 10 5895 8058 +86 21 31591070
ir@ beigene.com media@ beigene.com
Pharmacyclics LLC
19