BeiGene, Ltd.
06160
2024 6 30
13.09
571 XIVA
2024 6 30
2024 6 30
2024
2024 8 7
2024 8 30 2024 6 30
1
1995 (Private Securities Litigation
Reform Act of 1995)
10-Q
2024 8 7
Olivier Brandicourt Margaret Han Dugan
Donald W. Glazer Michael Goller Anthony C. Hooper
Ranjeev Krishana Alessandro Riva Corazon (Corsee) D. Sanders
2
2024
9.29 56% GAAP GAAP
6.37 107%
BCL2 sonrotoclax BTK BGB-16673
15
ADC
8 42
BGNE
06160 688235 2024
(GAAP)
(BTKi)
BTKi
3
6 30 6 30
2024 2023 (%) 2024 2023 (%)
$ 921,146 $ 553,745 66% $ 1,668,064 $ 964,036 73%
$ 8,020 $ 41,516 (81)% $ 12,754 $ 79,026 (84)%
$ 929,166 $ 595,261 56% $ 1,680,818 $ 1,043,062 61%
GAAP $ (107,161) $ (318,715) (66)% $ (368,509) $ (689,973) (47)%
*
$ 48,464 $ (193,051) 125% $ (98,877) $ (468,910) (79)%
* GAAP (GAAP)
GAAP GAAP
2024
4.79 114%
60% (CLL)
CLL 2024
8,100 209%
2024 (EHA) 3 SEQUOIA
D
17p TP53
CLL (SLL) (TN)
65 100% (CR)
CR (CRi) 48%
(ASCO) EHA
CLL/SLL BTKi
4
2024
1.58 6%
ASCO 3 RATIONALE-306
(ESCC)
(FDA)
FDA
ESCC (PDUFA)
2024 7
Sonrotoclax BCL2
1,000
R/R (MCL) 2
(WM) 2 (R/R)CLL
2 sonrotoclax
TN CLL 3
CELESTIAL
2024 EHA
R/R CLL/SLL R/R MCL
1
R/R WM TN R/R
t 11; 14 R/R 1
FDA R/R WM
R/R CLL R/R MCL 3 2024 2025
5
BGB-16673 (BTK CDAC)
300 R/R MCL R/R CLL
2024 EHA R/R CLL/SLL
3 2024 2025
BGB-A445 OX40 LBL-007 LAG-3
BGB-15025 HPK1 2024
BGB-C354(B7H3 ADC) ADC
BGB-R046 IL-15
IL-15
T (NK)
KRAS MTA PRMT5 EGFR CDAC
2024
BGB-43395 CDK4
60 2024 1
BG-68501 CDK2 BG-C9074(B7H4 ADC)
6
LBL-007 LAG-3 ESCC 2024
(NMPA)
(BLA)
CEA ADC FGFR2b ADC GPC3x4-1BB 2024
BGB-43035(IRAK4 CDAC)
IRAK4
CDAC
40 3.7
7
2024
2024 6 30 9.29 2023
5.95
114%
209%
2024 6 30 9.21 2023
5.54 66%
2024 6 30
4.79 2.24
2024 85%
83%
2024 2023
GAAP GAAP
2024 2023 2024 2023
(%) (%)
$ 454,466 $ 422,764 7% $ 382,509 $ 363,735 5%
$ 443,729 $ 395,034 12% $ 363,922 $ 331,607 10%
$ – $ 188 (100)% $ – $ –
$ 898,195 $ 817,986 10% $ 746,431 $ 695,342 7%
8
2024 2023
GAAP GAAP
2024 2023 2024 2023
(%) (%)
$ 915,104 $ 831,348 10% $ 787,949 $ 725,431 9%
$ 871,156 $ 723,533 20% $ 736,068 $ 614,761 20%
$ – $ 375 (100)% $ – $ –
$ 1,786,260 $ 1,555,256 15% $ 1,524,017 $ 1,340,192 14%
2024 GAAP
2024
1,200
(SG&A) 2024 GAAP SG&A
2024 SG&A 48%
71%
2024 GAAP 66%
4,800 GAAP
GAAP 2024 6 30 GAAP
2024 6 30 0.09
(ADS) 1.15 0.28
ADS 3.64
2024 6 30
9,600 2.94
2024
2024 10-Q
9
10,000
www.beigene.com.cn
1995 (Private Securities Litigation
Reform Act of 1995)
10-Q
+86 10 5895 8058 +86 21 3159 1070
ir@ beigene.com media@ beigene.com
10
ADS
ADS
6 30 6 30
2024 2023 2024 2023
$ 921,146 $ 553,745 $ 1,668,064 $ 964,036
8,020 41,516 12,754 79,026
929,166 595,261 1,680,818 1,043,062
138,132 95,990 263,067 177,779
791,034 499,271 1,417,751 865,283
454,466 422,764 915,104 831,348
443,729 395,034 871,156 723,533
188 375
898,195 817,986 1,786,260 1,555,256
(107,161) (318,715) (368,509) (689,973)
13,225 15,070 29,385 31,086
(11,984) (63,818) (10,222) (45,515)
(105,920) (367,463) (349,346) (704,402)
14,485 13,674 22,209 25,166
(120,405) (381,137) (371,555) (729,568)
$ (0.09) $ (0.28) $ (0.27) $ (0.54)
1,361,082,567 1,360,224,377 1,358,315,145 1,357,211,308
ADS $ (1.15) $ (3.64) $ (3.56) $ (6.99)
ADS 104,698,659 104,632,644 104,485,780 104,400,870
11
2024 2023
6 30 12 31
$ 2,617,931 $ 3,185,984
529,449 358,027
443,260 416,122
1,516,491 1,324,154
5,712,179 5,805,275
333,022 315,111
646,538 693,731
203,627 238,666
1,036,928 885,984
2,345,924 2,267,948
$ 3,366,255 $ 3,537,327
12
(GAAP)
GAAP
GAAP GAAP
GAAP GAAP
GAAP GAAP
GAAP
GAAP GAAP
GAAP
GAAP
GAAP
GAAP GAAP
GAAP GAAP
13
GAAP GAAP
6 30 6 30
2024 2023 2024 2023
GAAP
GAAP $ 138,132 $ 95,990 $ 263,067 $ 177,779
2,684 2,180 5,029 4,360
1,177 840 2,360 1,639
$ 134,271 $ 92,970 $ 255,678 $ 171,780
GAAP
GAAP $ 454,466 $ 422,764 $ 915,104 $ 831,348
55,406 45,948 93,451 79,976
16,551 13,081 33,704 25,941
$ 382,509 $ 363,735 $ 787,949 $ 725,431
GAAP
GAAP $ 443,729 $ 395,034 $ 871,156 $ 723,533
75,288 57,381 125,957 98,741
4,519 6,046 9,131 10,031
$ 363,922 $ 331,607 $ 736,068 $ 614,761
14
6 30 6 30
2024 2023 2024 2023
GAAP
GAAP $ 898,195 $ 817,986 $ 1,786,260 $ 1,555,256
130,694 103,329 219,408 178,717
21,070 19,127 42,835 35,972
188 375
$ 746,431 $ 695,342 $ 1,524,017 $ 1,340,192
GAAP
GAAP $ (107,161) $ (318,715) $ (368,509) $ (689,973)
130,694 103,329 219,408 178,717
23,754 21,307 47,864 40,332
1,177 1,028 2,360 2,014
$ 48,464 $ (193,051) $ (98,877) $ (468,910)
15