百济神州2024中期报告

Cancer has no borders. Neither do we. 2 4 7 26 76 77 81 83 120 124 Margaret Han DuganRanjeev Krishana Donald W. GlazerMichael GollerAnthony C. HooperAlessandro Riva Olivier Brandicourt1Margaret Han DuganDonald W. GlazerMichael GollerAnthony C. HooperRanjeev KrishanaAlessandro RivaCorazon (Corsee) D. Sanders Alessandro RivaMargaret Han DuganMichael GollerCorazon (Corsee) D. Sanders Anthony C. HooperOlivier Brandicourt2Margaret Han DuganRanjeev KrishanaCorazon (Corsee) D. Sanders Anthony C. HooperOlivier Brandicourt1Corazon (Corsee) D. Sanders *2024122Thomas MalleyMalleyMalleyMalley 1.2024123 2.2024319 (FCG, HKFCG)Vistra Corporate Services (HK) Limited Mourant Ozannes 183171712-1716 Ernst & Young LLP Mourant Governance Services (Cayman) Limited94 Solaris Avenue, Camana BayGrand Cayman KY1-1108Cayman Islands Mourant Governance Services(Cayman) Limited94 Solaris AvenueCamana BayGrand Cayman KY1-1108Cayman Islands 06160 www.beigene.com ••••••••••• ••••••••••••••• GAAP GAAPGAAPGAAPGAAPGAAPGAAPGAAPGAAPGAAPGAAPGAAPGAAPGAAPGAAPGAAPGAAPGAAP GAAP ®(BTKi)®BTKi 2024 •9.2956%•GAAPGAAP•®6.37107%•BCL2sonrotoclaxBTKBGB-16673•15ADC 2024723 14 1.3,000(CRO)75% 2.1,100153®®®(R/R)(CLL)(PFS)(ORR)BCL-2sonrotoclaxBTK(CDAC)BGB-16673CDK4KRASPRMT5 CDK2B7H3-ADCCEA-ADC B7H4-ADC MUC1×CD16AClaudin6×CD3CDACADCmRNA 3.®®®306,000800ALPINE®BTK2022(ASH)®202312(FDA)®®R/RCLL3ALPINEPFS®2024630®2023116.7%®sonrotoclaxBCL2BTK-CDACCLLBPD-1®13PD-1/PD-L1®®CDK4KRASPRMT5CDK2B7H3-ADCCEAADCB7H4-ADCMUC1×CD16AClaudin6×CD3 4.3,700500®2023CLL(SLL)®®(BTKi)17®®BTKPD-1/PD-L1®702023®® 5.2024630262024630172024 202363010.431202463016.80861.1%®® 20242023630 202463073.0%16.6819.640®® 2024630®11.259116.7%2024630®8.3083.623129.3%®TNCLLCLLBTKi®2024630®1.482223.5% 2024630®3.0352.64314.8%2024630® 20246301.6208,570® 20246301,28020236307,900® 20236301.77820246302.631®® 202463014.0507.86381.6%202463084.2%® 20236308.3138,38010.1%20246309.15120242023630 1.20246307,1003,6003,500 2.GAAPGAAP 2024630 3,5106.4%5.850 1.GAAPGAAP 20236307.2351.47620.4%20246308.712®202463052.2%75.1%20242024 20236303,1101705.5%20246302,940 20236304,55020246301,020 20236302,52020246302,22020242023630 GAAP GAAP GAAP GAAP GAAP GAAP GAAP GAAP GAAP GAAP GAAP 15•2 0 2 4 2024630(1)11(2)10014(3)1.266 202312313.58020246305.29447.9% 202312314.16120246304.4336.5% 2023123113.242202463015.16514.5% 20240630202312313.3303.151 336611 202463020231231 202312316.93720246306.4656.8%2024630 202312318.860202463010.36917.0%2024630 202463020231231 202420236301231 (BMS)BMS2023GAAP20246303.71620236307.296202463083 ADS201792024630122024630(BeiGene,Ltd.)10(BeiGene, Ltd.)8.51712 20211215192.60391.68115,055,2603421720246309 20242023630 20246304.0423.7162.6882.362 20236308.5777.2963.2942.013 20246303.2092.6653,1804702,050270 20236303.0895.6752.4711,160 20246301.8539103.2442,0401,4001.575128.517 20236301.4621,5801.6183,5206,660 20246302,8305,090 (SEC)20235SEC ADS 2024630 20246301.2042,8809,150 128.5171.85312 2024630 12.520246304.126 2024630820 20246306,260 202312312024630 20246301. 20246307.3562024630100740 200520246302.2%202312312.8% 2024630 202463030.8%2023123125.0% Hopewell2024630Hopewell677.12024 2024630 2024630 2024630 10,0002023123110,000 2024630891.82023630753.0 20246302,530202312311,4201.714202312312.004 202463020231231 20246302023630 2 2024630XV(a)XV78(b)352(c) (1)20246301,375,532,7393,569,162(2)(1)798,262(2)25,773,622(3)960,846(4)980,928(3)Roth IRA PENSCO(4)The John Oyler Legacy Trust(5)(6)Oyler Investment LLCOyler Investment LLC 99%(7)The Oyler Family Legacy Trust(8)(9)(10)(1)5,343,251(2)10,078,622(3)225,179(11)Wang Investment LLCWang Investment LLC99%(12)(13)(14)(1)BrandicourtBrandicourt61,945(2)Brandicourt16,341(15)(1)Dugan29,614(2)DuganDugan118,352(3)Dugan16,341 (16)(1)Glazer2,672,509(2)GlazerGlazer440,687(3)Glazer45,955 (17)(1)Goller46,696(2)GollerGoller440,687(3)Goller16,341 (18)(1)Hooper7,800(2)HooperHooper180,622(3)Hooper45,955 (19)(1)Krishana46,696(2)KrishanaKrishana440,687(3)Krishana16,341 (20)(1)Riva29,614(2)RivaRiva118,352(3) Riva16,341 (21)(1)Sanders29,900(2)SandersSanders140,751(3) Sanders16,341 (22)(1)29,614(2)440,687(3)16,341 2024630(a)XV78(b)352(c) 2024630XV23336 (S) (1)20246301,375,532,7393,569,162 (2)Julian C. BakerFelix J. BakerBaker Bros. Advisors (GP) LLCBaker Bros. Advisors (GP) LLCBaker Bros. Advisors LPBBABBA667, L.P.Baker Brothers Life Sciences, L.P.Baker Brothers Life Sciences Capital, L.P.Baker Brothers Life Sciences, L.P.BBAMichael GollerRanjeev KrishanaBBA Baker Brothers Life Sciences Capital, L.P.Baker Bros. Advisors (GP) LLC Julian C. BakerFelix J.Baker2023111420231114125,986,847BakerBrothers Life Sciences,L.P.Julian C.BakerFelixJ.Baker Baker Bros.Advisors(GP)LLCBBA667,L.P.11,408,860BakerBrothersLife Sciences,L.P.125,986,847723,996BBABaker Brothers Life Sciences Capital, L.P.BakerBrothers Life Sciences,L.P.125,986,847723,996BBA JulianC.BakerFelixJ.Baker270,868FB