BeiGene, Ltd.
06160
2024630
20246302023GAAP
20246302023630
637.861.1%1,680.82023630
704.073.0%1,668.120246302023630
231.014.9%1,786.320246302023630
358.049.1%371.6
20246300.2720236300.5450.0%
20242023
131,668,064964,036 312,75479,026 1,680,8181,043,062
263,067177,7791,417,751865,283 915,104831,348 871,156723,533 –375 1,786,2601,555,256
(368,509)(689,973) 29,38531,086 (10,222)(45,515)
(349,346)(704,402)922,20925,166
(371,555)(729,568)15(0.27)(0.54)
1,358,315,1451,357,211,308ADS 15(3.56)(6.99)
ADS104,485,780104,400,870
20242023
(371,555)(729,568) 17(41,399)(73,172) 406– 17(35)6,902
(412,583)(795,838)
202420236301231
2,592,6553,171,800 5529,449358,027 6443,260416,122 10273,658257,465
3,839,0224,203,414
71,516,4911,324,154 103,63395,207 853,71557,138 10199,318125,362
1,873,1571,601,8615,712,1795,805,275
11333,022315,111 10646,538693,731 95,27822,951 17,65821,950 384,61568,004 12851,657688,366
1,938,7681,810,113
202420236301231
12185,271197,618 35,39822,251 915,94216,494 3119,012170,662 1051,53350,810
407,156457,8352,345,9242,267,948
0.0001 9,500,000,000 202463020231231
1,379,101,9011,359,513,224137135 11,840,19711,598,688 17(140,474)(99,446) (8,333,605)(7,962,050)
3,366,2553,537,3275,712,1795,805,275
20242023
(371,555)(729,568) 50,22442,346 16219,304178,693 (3,735)– 3(35,039)(22,669) 5,4132,930 (173,896)(131,923) (35,949)(53,598) (32,233)(30,627) 2,192(32,678) (28,256)(8,082) 216(72,577) (846)88
(404,160)(857,665)
(266,528)(247,055) (4,674)– 2,655567,500 (31,800)– (20,516)(11,582)
(320,863)308,863
20242023
129,05315,771 12(14,020)– 12324,412161,846 12(157,490)(66,574) 20,35535,169 3,000–
185,310146,212(28,340)(50,873)(568,053)(453,463)3,185,9843,875,0372,617,9313,421,574
2,592,6553,410,368 23,1559,693 2,1211,513 45,63632,529 24,14810,015
115,56495,404 40,798–
202312311,359,513,22413511,598,688(99,446)(7,962,050)3,537,327
(1,216,016)––––– 20,804,693220,153––20,155
––219,304––219,304––2,052––2,052–––(41,028)–(41,028)––––(371,555)(371,555)20246301,379,101,90113711,840,197(140,474)(8,333,605)3,366,255202212311,356,140,18013511,540,979(77,417)(7,080,342)4,383,355
121,342––––– 19,989,814232,347––32,349
––178,693––178,693–––(66,270)–(66,270)––––(729,568)(729,568)20236301,376,251,33613711,752,019(143,687)(7,809,910)3,798,559
1.
?(BTK)
?PD-1
?PARP1PARP2
???
CRO
3,000CRO2024630
*
2,722,787,023
100%
*
15,424,108,600
100%
*
1,434,344,311
100%
*
620,000,000
100%
*
4,273,218,389
100%BeiGene Switzerland GmbH20,000100%BeiGene USA, Inc.1100%BeiGene Hopewell Urban Renewal, LLC
613,943,128100%BeiGene AUS Pty Ltd56,947,230100%*
202463020242023630
2024202363020242023630
()10-QS-X10
2023123110-K
20246
2023112023-072802023121520241215
2023122023-09
(1)(2)
5%(3)
20241215
20231231
20246302.
202463020231231
2024630123
897,906–– ––4,968
1,440115– ––4,773
899,3461159,741
20231231123
1,052,149–– 42,852–– 2,600–– ––4,668
3,046542– ––4,215
1,100,6475428,883
Leap Therapeutics, Inc.LeapLeap
1Leap
202463020231231
3.
20242262023123110-K
2024630
202363020242023630
20242023–20,380–52,49712,7546,14912,75479,026
20239
20239
20232024630
2024630
2023630
20242023
–16,796
(1)
2,1135,0132,11321,809(1)
20237
20246302023630
20242023
–3,583–52,4978,5012,6368,50158,716
20242023630
20242262023123110-K20242023630
2024202335,96623,27435,03922,66971,00545,943
2024630
412,647
202463020231231
202420236301231
84,61568,004
119,012170,662
203,627238,66620242023630
2024202318,1591,184(1,144)1,311
(39,253)(29,388)(22,238)(26,893)2024630109,879,000202363039,277,00020246302023123166,824,00055,474,000
20242023630
2024202327–46,500–46,527–
4.
202463020231231
202420236301231
23,15511,4732,1212,71125,27614,184
2024630856,722,000
202420236301231(1) Leap1,4403,046 Leap115542 Pi Health, Inc.
(2)
40,798 54,86555,860
37,78025,981134,99885,429
(1) Leap
(2) 2024Pi Health
38,063,000Pi Health, Inc.
40,798,0001,000,0002024630
3,735,000
Pi Health20242023630
20242023(2,033)(636)
(797)1,081
(4,873)(2,624)
5.
202420236301231530,300360,053
(851)(2,026)
529,449358,02730120
2024202363012316528,516356,2436129331,784
529,449358,027
20242023112,026211
(1,214)234
(1)(43)
40(16)851386
6.
202420236301231
143,655148,772
59,49939,098
240,106228,252
443,260416,122
7.
20242023630123165,48565,485
304,854231,656
227,146186,856
216,673205,349
60,38260,12467,64983,281
942,189832,751(289,114)(249,212)
863,416740,6151,516,4911,324,154
2024630677,126,000
20242024373,373,000
28,699,00044,674,0002024522,637,000
20246302024630
202463047,864,0002023630
40,332,0008.
202463020231231
202463020231231
63,098(10,054)53,04464,274(7,807)56,467 8,987(8,316)6718,987(8,316)671
72,085(18,370)53,71573,261(16,123)57,138
202420232,3601,639–3752,3602,0142024630
123120242,348672,41520254,696674,76320264,696674,76320274,696674,76320284,696674,763202931,91233632,248
53,04467153,715
9.
202463022,209,0002023630
25,166,00020242023630
2024630
202463015,804,000122024630
1,540,000
10.
20242023630123168,23460,47632,98642,06632,19337,32058,77637,85923,15511,47310,1588,87248,15659,399273,658257,465
202420236301231
(1)
34,3354,14412,48718,122
2,6022,5468,0028,1952,1212,7114139,77189,644
199,318125,362
(1) 2024630
202420236301231167,960217,803133,412162,969
70,64187,57248,46630,083
173,263139,93652,79655,368646,538693,731
202420236301231
32,02134,20414,63914,9951,1011,1273,77248451,53350,810
11.
2024202363012313324,947302,310362,9678,205614,8434,551126545
333,022315,111
12.
202463020231231
202463020231231580,0009202744(1)15,136110,00014,089100,000350,00092029120(2)8,64962,8578,85662,857378,00092029118(3)6,84849,7655,63640,000380,0001(4)380,0002,761,628300,0002,129,321150,0001202412197.3%150,0001,090,116150,0001,064,660
675,0003642025327(5)92,880675,000––400,00012025653.0%55,040400,00056,356400,000340,0001202555(6)46,784340,00047,903340,000200,00012024529–––28,177200,000700,0001(7)2.9%96,320700,00049,312350,000
(8)––28,037199,000
851,6576,189,366688,3664,885,838580,0009202744(1)49,536360,00059,174420,000350,00092029120(2)32,434235,71437,638267,143378,00092029118(3)37,253270,73542,337300,500480,000102032728(9)66,048480,00058,469415,000
185,2711,346,449197,6181,402,643
(1) 20246
304.2%2024
6306,886,00050,000,000
(2) 20246
303.7%
20246304,362,00031,429,000
(3) 2024
6303.9%
20246302,772,00020,000,000
(4) (SOFR)20246
307.2%300,000,0002024122580,000,0002025127
(5) 20246
302.6%
(6) 2024630
5.7%
(7) 48,160,000350,000,00020241121
2025319
(8) 20231231
875,000,000202463027,476,000199,000,000
(9) 20227
480,000,00020246309,053,00065,000,00020246
303.9%
2024630
202463025,637,00017,521,000
20236309,465,000772,000
13.
??????20242023630
202420232,111,6191,176,933
(443,555)(212,897)1,668,064964,036
20242023630
20242023?
1,125,914519,658
?
303,687264,314?
98,43544,165?
33,49725,524?
30,04715,995
?
28,20527,764
?
21,36645,005
26,91321,6111,668,064964,03620242023630
20242023139,93641,817443,555212,897(410,228)(169,123)173,26385,591
14.
20242023263,067177,779
47,97040,332915,104831,348
13,23513,42982,3602,014
633,187542,029 219,408178,717 39,22032,302
891,815753,048
(3,735)–
13,52368,9115(1,214)234
2,4843,030(38,145)(40,584)
20242023630384,854,000344,713,00015.
20242023
(371,555)(729,568) 1,358,315,1451,357,211,308
(0.27)(0.54)20242023630
16.201620161(IPO)201620162016265,029,5952016201120112016
2011201812201638,553,159
20206201657,200,00020304132016
20162016
201666,300,00020226222024620162016
1792,820,0002024630201120165,166,848202463020168,394,73742,514,3552,287,40220246302016
67,378,46287,422,2442,287,4022024630201682,059,496
2018201862018
3,500,00020188201812
3,855,3157,355,3152019620216
20219120246175,070,000
15%10%
20246305,989,678
20242291,021,397165.6512.74140.8010.8311,0632023831794,144207.5515.97176.4213.5710,7772023228930,582171.1013.16145.4411.1910,414
20242023630
2024202393,45179,976125,95798,741219,408178,717
17.
20231231(87,987)35(11,494)(99,446)
(41,399)(35)–(41,434) ––406406
(41,399)(35)406(41,028)2024630(129,386)–(11,088)(140,474)
18.
BMS
202381BMS-Celgene
ABRAXANE
?
20172018BMS-Celgene201723,273,10820231231
??
202412312023815362,917,00020231231
19.
10%50%
10%
2024630202312311,378,872,0001,837,790,000
20.
2024630120,366,00028,822,00091,544,000
202463062,576,000
1,250,000,0002024630412,647,000
15,054,00020246308,154,000
21.
(a) 20242023630
20242023630(i)50,0002023 50,000(ii)75,000202375,000(iii)2,099,00020232,017,000(b)
202420233,7862,914
753221,10619,85724,96722,803
22.
20242023832,886416,830830,821362,3072,06554,523672,446543,464662,774540,8289,6722,636149,24967,690148,23245,8231,01721,86726,23715,07826,23715,078
––1,680,8181,043,062
23.
IFRS
2024630
(i)(iii)(iv)(915,104)(10,395)–811(924,688)(871,156)(12,922)–1,000(883,078)
29,385––(1,286)28,099(349,346)(23,317)–525(372,138)
(22,209)–(2,951)–(25,160)(371,555)(23,317)(2,951)525(397,298)
2023630
(i)(iii)(iv)(831,348)(13,557)–830(844,075)(723,533)(13,107)–650(735,990)
31,086––(1,556)29,530(704,402)(26,664)–(76)(731,142)
(25,166)(1,567)7,376–(19,357)(729,568)(28,231)7,376(76)(750,499)*
2024630
(i)(ii)(iii)(iv)103,633–––(1,859)101,7745,712,179–––(1,859)5,710,320
5,278––2,951–8,2292,345,924––2,951–2,348,87511,840,19723,317–––12,448,137
276,729*307,894*––(8,333,605)(23,317)–(2,951)525(8,946,355)
(276,729)*(307,894)*–(2,384)*3,366,255––(2,951)(1,859)3,361,445
20231231
(i)(ii)(iv)95,207––(2,384)92,823
5,805,275––(2,384)5,802,89111,598,68868,687––12,183,311
208,042*307,894*–(7,962,050)(68,687)–(79)(8,549,057)
(208,042)*(307,894)*(2,305)*3,537,327––(2,384)3,534,943*
(i)
2024630
23,317,000202363026,664,000(ii)
20162307,894,000
307,894,000
(iii)
(iv)
24.
202463020236
GAAP
GAAP
GAAPGAAPGAAP
GAAP
GAAPGAAPGAAP
GAAPGAAP
GAAPGAAP
GAAPGAAPGAAP
GAAPGAAP
GAAP
?(BTKi)
?BTKi
2024? 9.2956%? GAAPGAAP?
?
6.37107%
? BCL2sonrotoclaxBTKBGB-16673
? 15
ADC
2024723
1. 3,000
(CRO)75%
2.
1,100
??
?
(R/R)(CLL)(PFS)(ORR)BCL-2sonrotoclaxBTK(CDAC)BGB-16673
CDK4KRASPRMT5CDK2B7H3-ADCCEA-ADCB7H4-ADCMUC1×CD16AClaudin6×CD3CDACADCmRNA
3.
??
?306,000
800ALPINE?
BTK2022(ASH)
?202312(FDA)
??
R/R CLL3ALPINEPFS?
2024630?
2023116.7%
?sonrotoclaxBCL2BTK-CDACCLL
BPD-1?
13PD-1/PD-L1
??CDK4KRASPRMT5CDK2B7H3-ADCCEAADCB7H4-ADCMUC1×CD16AClaudin6×CD3
4. 3,700500
?2023CLL(SLL)
??
(BTKi)
??
BTKPD-1/PD-L1
?
2023
??
5.
202463026202463017
2024
20242023630
20242023%
1,668,064964,036704,02873.0% 12,75479,026(66,272)(83.9)%
1,680,8181,043,062637,75661.1%263,067177,77985,28848.0%1,417,751865,283552,46863.8% 915,104831,34883,75610.1% 871,156723,533147,62320.4% –375(375)(100.0)%
1,786,2601,555,256231,00414.9%
(368,509)(689,973)321,464(46.6)% 29,38531,086(1,701)(5.5)% (10,222)(45,515)35,293(77.5)%
(349,346)(704,402)355,056(50.4)%
22,20925,166(2,957)(11.7)%
(371,555)(729,568)358,013(49.1)%
202363010.4312024630
16.80861.1%
??
20242023630
20242023%
1,668,064964,036704,02873.0% –20,380(20,380)(100.0)% –52,497(52,497)(100.0)% 12,7546,1496,605107.4%
12,75479,026(66,272)(83.9)%
1,680,8181,043,062637,75661.1%
20242023%
?
1,125,914519,658606,256116.7%?
303,687264,31439,37314.9%?
98,43544,16554,270122.9%?
33,49725,5247,97331.2%
?
30,04715,99514,05287.9%
?
28,20527,7644411.6%?
21,36645,005(23,639)(52.5)%
26,91321,6115,30224.5%1,668,064964,036704,02873.0%
202463073.0%16.681
9.640
??
2024630
?
11.259
116.7%2024630
?
8.308
3.623129.3%
?
TN CLLCLLBTKi?
2024630
?
1.482223.5%
2024630
?
3.035
2.64314.8%2024630
?20246301.620
8,570
?20246301,280
20236307,900
?
20236301.7782024630
2.631
??
202463014.050
7.863
81.6%202463084.2%
?
20236308.3138,380
10.1%20246309.1512024
2023630
20242023%
247,633258,219(10,586)(4.1)%
46,528–46,528
35,96623,27412,69254.5%330,127281,49348,63417.3%584,977549,85535,1226.4%915,104831,34883,75610.1%
787,949725,43162,5188.6%
1. 20246307,100
3,6003,5002.
GAAPGAAP2024630
3,5106.4%5.850
20242023%871,156723,533147,62320.4%
736,068614,761121,30719.7%
1.
GAAPGAAP
20236307.2351.476
20.4%20246308.712?
2024630
52.2%75.1%
20242024
20236303,110170
5.5%20246302,940
20236304,55020246301,020
20236302,52020246302,22020242023630
GAAP
20242023GAAPGAAP263,067177,779
5,0294,3602,3601,639255,678171,780GAAPGAAP915,104831,348
93,45179,97633,70425,941787,949725,431GAAPGAAP871,156723,533
125,95798,7419,13110,031736,068614,761GAAPGAAP1,786,2601,555,256
219,408178,717
42,83535,972
–3751,524,0171,340,192GAAPGAAP(368,509)(689,973)
219,408178,71747,86440,3322,3602,014(98,877)(468,910)
2024630
(1)11(2)10014;(3)1.266
202312313.5802024630
5.29447.9%
202312314.16120246304.433
6.5%
2023123113.242202463015.16514.5%
2024063020231231
3.3303.151
2024202363012313324,947302,310362,9678,205614,8434,551126545
333,022315,111
202463020231231
202420236301231
167,960217,803133,412162,969
70,64187,57248,46630,083173,263139,93652,79655,368646,538693,731202312316.93720246306.4656.8%2024630
202312318.860202463010.369
17.0%2024630
202463020231231
202420236301231
2,617,9313,185,9841,036,928885,984(BMS)BMS2023GAAP20246303.7162023630
7.296202463083
ADS20179
2024630
2024630(BeiGene, Ltd.)10
(BeiGene, Ltd.)8.51712
20211215
192.60391.68115,055,26034217
2024630
20242023630
20242023
3,185,9843,875,037(404,160)(857,665)(320,863)308,863185,310146,212(28,340)(50,873)(568,053)(453,463)2,617,9313,421,574
20246304.042
3.7162.688
2.362
20236308.577
7.2963.294
2.013
20246303.209
2.6653,180470
2,050
20236303.089
5.6752.4711,160
20246301.853
9103.244
2,0401,400
1.575
128.517
20236301.462
1,5801.618
3,5206,660
20246302,8305,090
(SEC)20235SEC
ADS
2024630
58,83511,08247,753120,36691,54428,8221,036,928851,657185,271
60,84140,77220,069412,64780,312332,3358,1542,0256,129
62,57662,576–1,760,3471,139,968620,379
20246301.204
2,8809,150
128.5171.853
2024630
12.5
20246304.126
2024630
20246306,260
20231231
2024630
20246301.
20246307.3562024630100
2005
2024630
2.2%202312312.8%
2024630
202463030.8%20231231
25.0%
Hopewell2024630Hopewell677.1
20242024630
2024630
2024630
10,0002023123110,000
2024630891.82023630753.0
20246302,530202312311,420
1.714202312312.004
202463020231231
202463020236
C1
C.2.1
Ranjeev Krishana
3.21
D.3.3D.3.7
Anthony C. HooperOlivierBrandicourtCorazon (Corsee) D. SandersAnthony C. Hooper
3.10(2)3.21
Thomas Malley2024122Thomas Malley2024123OlivierBrandicourtMalleyOlivier Brandicourt
2024123
3.25
E.1.2
Margaret Han DuganRanjeev KrishanaMargaret Han Dugan
3.27AB.3.1
Donald W. GlazerMichael GollerAnthony C. HooperAlessandro RivaDonald W. Glazer
C3
B.8
13.51(B)(1)
13.51(B)(1)
Thomas Malley2024122
Olivier Brandicourt2024123
2024319
20201220191031
174.85
15,895,001206,635,013
20.5%2,779,241,000(a)20191030
3036%(b)
1.007.8420191031
26%(c)2019103126%
201911292024630
20231231
2024
2024
(%)(a)
2,779,241100%2,229,6322,294,982484,259(a)
12.5
20191129
202620191112019129202013
20211215
20216162021
192.60
234.89391.68115,055,260
3,392,616,000
(i)(ii)(iii)(iv)(v)20231110
202011162021129202142020215142021612021621202162820216302021792021728202110152021
111620211123202111242021112920211130202112220211262021127202112132021122120211228202242920226272022830202292820234252023829202311
132021430
202463016057
2024630
20231231
2024
2024
13,245,9407,169,4708,651,1674,594,773467,700434,188462,4145,286150,000153,451153,451(3,451)*136,360110,240137,268(908)*6,000,0004,832,2815,578,830421,1701,630,155978,000978,000652,15521,630,15513,677,63015,961,1305,669,025
*
Anthony C. HooperOlivier BrandicourtCorazon (Corsee)D. SandersAnthony C. HooperThomas Malley2024122Malley
2024123Olivier BrandicourtMalleyOlivier Brandicourt2024123
2024630
2024630
( www.hkexnews.hk )( www.beigene.com )2024630
2024827
Olivier BrandicourtMargaret Han DuganDonald W. GlazerMichael GollerAnthony C. HooperRanjeev KrishanaAlessandro RivaCorazon (Corsee) D. Sanders