百济神州：港股公告：百济神州有限公司截至2023年6月30日止六个月中期业绩公告

http://ddx.gubit.cn 2023-08-26 百济神州(688235)公司公告

BeiGene, Ltd.

061602023630

20236302022

? 20236302022630

394.960.9%1,043.12022630398.070.3%964.0? 20236302022630

202.213.2%1,733.0? 20236302022630

271.427.1%729.6? 20236300.54

20226300.7528.0%

20232022

14964,036566,084

479,02682,114

1,043,062648,198

177,779136,410831,348768,122723,533625,9763753761,733,0351,530,884

(689,973)(882,686)

31,08621,502(45,515)(117,650)(704,402)(978,834)1025,16622,090

(729,568)(1,000,924)

(0.54)(0.75)1,357,211,3081,334,252,648

(6.99)(9.75)

104,400,870102,634,819

20232022

(729,568)(1,000,924)(73,172)(88,085)6,902(12,315)(795,838)(1,101,324)

202320226301231

3,410,3683,869,56459,6931965105,693665,2516299,282173,1687321,333282,34611255,050216,553

4,401,4195,207,078

51,5135,27781,031,938845,946

99,422109,960946,89540,61611147,549170,413

1,327,3171,172,2125,728,7366,379,290

12266,975294,78111454,950467,352

4159,034213,8611017,07425,189

23,50824,041

462,516114,33513421,052328,969

1,405,1091,468,528

202320226301231

13207,426209,148

424,27642,026

25,82134,5171015,65215,9964208,775179,6251143,11846,095

525,068527,4071,930,1771,995,935

0.0001

9,500,000,000202363020221231

1,376,251,3361,356,140,180137135

11,752,01911,540,97918(143,687)(77,417)

(7,809,910)(7,080,342)

3,798,5594,383,3555,728,7366,379,290

20232022

(729,568)(1,000,924)

42,34632,06117178,693146,86052,17823,5294(22,669)(45,583)

(15)555

7676,360(131,923)307,430(53,598)(31,633)(30,627)32,335(32,678)(30,362)

(8,082)21,168(72,577)(76,737)

88(1,581)(857,665)(616,522)

(247,055)(95,421)

(11,582)(11,504)567,5001,051,028

–(75,000)308,863869,103

20232022

1315,771–13161,84667,58613(66,574)(115,405)

35,16918,972146,212(28,847)(50,873)(71,212)

(453,463)152,5223,875,0374,382,8873,421,5744,535,409

3,410,3684,531,137

9,6933331,5133,93932,52924,43610,01512,899

95,40458,676

202212311,356,140,18013511,540,979(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)3,798,559202112311,334,804,28113311,191,00717,950(5,076,527)6,132,563

––(152)––(152)2,165,904–––––

12,669,239118,971––18,972

––146,860––146,860

–––(100,400)–(100,400)

––––(1,000,924)(1,000,924)20226301,349,639,42413411,356,686(82,450)(6,077,451)5,196,919

?(BTK)

?PD-1

?PARP1PARP2

(EU)??

1204521,00035

CMO201010,000202363057

BeiGene 101–100%BeiGene AUS Pty LtdBeiGene Australia

56,947,230100%BeiGene Austria GmbH35,000100%

1,922,787,023

100%

14,540,000,000

100%BeiGene (Canada) ULC100100%BeiGene Colombia S.A.S.–100%BeiGene ESP, S.L.U.3,000100%BeiGene France Sarl7,500100% *

12,490,389,800

100%*263,000,000100%BeiGene Germany GmbH25,000100%BeiGene (Hong Kong) Co., Limited1 and

13,700,000,000

100% *4,000,000100%BeiGene International GmbH20,000100%BeiGene (Italy) S.r.l.10,000100%BeiGene Brasil Ltda.2,450,190 100%BeiGene Malaysia Sdn. Bhd.–100%BeiGene Poland sp. z o.o.5,000100%BeiGene South Africa Pty Ltd.–100%BeiGene Sweden AB25,000100%BeiGene Turkey Medical Products

Trade Limited Company

10,000100%BeiGene Ireland LimitedBeiGene Ireland

–100%

BeiGene Japan, Ltd.1,781,660100%BeiGene Korea Y.H.145,000,000100%BeiGene Netherlands B.V.–100%BeiGene NZ Unlimited100,000100%BeiGene Pharmaceuticals GmbH20,000100% *3,800,000100%BeiGene Pharmaceuticals Israel Ltd.10,000 100%

*7,000,000100%

*1,000,000100%BeiGene Shanghai–100%BeiGene Shanghai 101–100%BeiGene Shanghai Asset Limited–100%

1,434,344,311

100%*–100%*1,000,000100%*

270,000,000

100%BeiGene Singapore Pte. Ltd.1100% *

3,673,218,389

100%BeiGene Switzerland GmbHBeiGene Switzerland

20,000100%168,000,000100%BeiGene (Thailand) Ltd.5,000,000100%BeiGene UK, Ltd.BeiGene UK23,956,065100%BeiGene United Kingdom, Ltd.110100%

BeiGene USA, Inc.BeiGene USA1100%BeiGene US Holdings, LLC318,100,000100%BeiGene US Manufacturing Co., Inc.474,100,000100%BeiGene Hopewell Urban Renewal,

LLC

399,943,128100%Pi Health Aus Pty Ltd–100%Pi Health, Ltd.30,500,000100%Pi Health USA, LLC8,500,000100%Pi Health Brasil Consultoria Ltda.1,299,275 100%Pi Health Hong Kong Limited–100%B10 Health Technologies Private

Limited

370,344,475 100%Newco 101–100%*

20236302023202263020232022630

20232022630

10-QS-X102022123110-K

20236

20222022102022930

99108

2022930202263021016

202332023-01

20231215(1)(2)

(3)842

20221231

20236302.

2022630

26,889(4,799)22,090(1,005,723)4,799(1,000,924)

(0.75)–(0.75)(9.80)0.05(9.75)

2022630

(1,005,723)4,799(1,000,924)(1,106,123)4,799(1,101,324)

2022630

(1,005,723)4,799(1,000,924)

7,550(6,995)55532,3152032,33519,5251,64321,168(2,114)533(1,581)(616,522)–(616,522)

20211231(4,966,103)(110,424)(5,076,527)6,242,987(110,424)6,132,563

(1,005,723)4,799(1,000,924)(1,005,723)4,799(1,000,924)2022630(5,971,826)(105,625)(6,077,451)5,302,544(105,625)5,196,919

202363020221231

2023630123

847,781––

105,693––

––5,190

2,3001,077–

––3,000955,7741,0778,190

20221231123

758,114––

662,251––

––5,190

3,307706–

––3,0001,426,6727068,190

Leap Therapeutics, Inc.Leap

2020120219LeapLeap

1Leap2

202363020221231

20232022630

2023202220,38024,24052,49752,497

6,1495,37779,02682,114

20211

650,000,0001,300,000,000250,000,000

(1)

(2)(3)

650,000,000

1,231,000,000420,000,000484,646,000165,354,000

2021630

202363016,796,000202263020,656,00020236305,013,000

20226305,377,000

202112

TIGIT

?????

52022

20221300,000,000202320232023600,000,000700,000,000

745,000,0001,150,000,000

50%25%

(1)(2)

(3)(4)

300,000,000

(i)(ii)

71,980,000213,450,00014,570,000

202363052,497,000

202263052,497,000

20236303,583,00020226303,584,0002023630

2,636,00020237

201910

???202012

???

?XGEVA

?2019202011

20207?

202012

B(ALL)20217

(R/R)20224

CD19B

1,250,000,000KRAS G12CLUMAKRAS

?(sotorasib)LUMAKRAS2022420LUMAKRAS20232(i)2023112023831LUMAKRAS(ii)LUMAKRAS

100%

201910202012174.8515,895,00120.5%Anthony Hooper2020120231

132.742,109,902,000

601,857,0002,779,241,0002,162,407,000616,834,00020232022630

2023202223,27446,78922,66945,58345,94392,372

2023

549,765202363020221231

20232022630123162,516114,335208,775179,625271,291293,960

20232022630

202320221,1843,4781,311898(29,388)(26,642)(26,893)(22,266)202363039,277,000202263030,061,00020236302022123111,069,00054,064,000

20236302022123111,206,0005,473,000

2023630

107,802–2,109105,693107,802–2,109105,693

20221231

674,262–9,011665,251674,262–9,011665,251

20236302023630

Leap Therapeutics, Inc. (Leap)

20201Leap5,000,000Leap BB20203LeapLeap20219Leap

7,250,000Leap2023630Leap6.2%

Leap9.8%2023630636,0002022630

22,661,000202363020221231

202320226301231Leap2,3003,307Leap1,077706

202363020221231

59,209,00057,054,00020236301,081,0002022630366,000

20236302022123130,020,00027,710,000

20236302,624,00020226301,234,000

202320226301231299,668173,379

(386)(211)

299,282173,16830120

2023202263012316299,180172,633612102535

299,282173,16820232022630

202320226301231211415234(210)

(43)–

(16)3

386208

202320226301231

109,04888,95731,47220,886

180,813172,503321,333282,346

202320226301231

65,48565,485

214,080222,448

172,844175,679

170,424158,908

53,36653,78672,83947,483

749,038723,789(201,406)(171,470)

484,306293,6271,031,938845,94620211175,197,00042

2023630314,707,0002023202263040,332,00030,041,0009.

202363020221231

7,500(4,375)3,1257,500(4,000)3,50049,388(5,618)43,77041,235(4,119)37,116816(816)–816(816)–57,704(10,809)46,89549,551(8,935)40,616BMS

2018920202

20242

202320221,6391,644

3753762,0142,0202023630123120231,8573752,23220243,7147504,46420253,7147504,46420263,7147504,46420273,7145004,214202827,057–27,057

43,7703,12546,895

10.

202363025,166,0002022630

22,090,00020232022630

2023630202363012,524,00012

2023630969,000

202363020221231

2023630201320232013202320182023

20152023

2012202311.

20232022630123172,39171,48869,31958,95018,48520,47836,86622,7771,9923,0397,5933,6647,1981,51041,20634,647255,050216,553

202320226301231

10910913,14022,025(1)

30,53948,6421,7348046,4207,05495,60791,779147,549170,413(1)

202320226301231

135,719184,77591,108139,16865,50651,80638,48618,81585,59141,81738,54030,971454,950467,352

202320226301231

34,86538,1767,9967,76025715943,11846,095

12.

2023202263012313259,700290,284366,8572,570612701,3791148548

266,975294,781

13.

202363020221231

201844580,0009202744(1)10,34375,0007,25050,0002020122(2)92029120(2)5,02436,4291,45010,0002020119378,00092029118(3)5,51640,0005,43737,500

2020924200,000(4)4.3%150,0001,087,666150,0001,034,554

202222550,000120232252.2%––50,000344,851202365400,00012024643.2%55,164400,000––202354340,00012024534.7%46,889340,000––2023530200,000120245292.8%27,582200,000––

(5)120,534874,000114,832792,000

421,0523,053,095328,9692,268,905201844580,0009202744(1)64,818470,00075,395520,0002020122(2)92029120(2)41,176298,57147,847330,0002020119378,00092029118(3)44,200320,50049,369340,5002022729480,000102032728(6)57,232415,00036,537252,000

207,4261,504,071209,1481,442,500

1. 2023630

4.5%

20236303,483,00025,000,000

2. 2020122

1,100,000,000202012311,100,000,000350,000,00020236304.1%2023630731,0005,000,000201733

3. 2023630

4.0%

20236302,518,00017,500,000

4. 20209200,000,000

120,000,00080,000,000

20211082021108

2022108202293020231092017125

5. 202220211231

875,000,000202212152023918202363016,574,000117,000,00028,174,000199,000,00020236

302.6%

6. 20227

480,000,000202363022,502,000163,000,00020236304.1%

20236309,465,000772,000

202263010,984,0001,935,000

14.

??????BMS

???

20232022630

202320221,176,933638,273

(212,897)(72,189)

964,036566,084

20232022630

20232022

519,658233,072?

264,314192,522

45,00541,576

44,16529,008?

27,76419,798?

25,52421,396?

15,9958,405?

7,1198,946?

3,7254,57710,7676,784964,036566,08420232022630

2023202241,81759,639212,89772,189(169,123)(60,316)85,59171,512

15.

20232022177,779136,410840,33230,041

831,348768,122

13,42913,36692,0142,020

542,029489,416178,717146,860

32,30225,966753,048662,242

68,911118,3556234(210)

(40,584)(32,520)

(67)73

20232022630344,713,000293,291,00016.

20232022

(729,568)(1,000,924) 1,357,211,3081,334,252,64820232022630

17.201620161(IPO)

201620162016265,029,5952016201120112016

2011

2023630201120165,166,822201812201638,553,15920206201657,200,000

20304132016202363020169,396,66029,453,02120236302016

64,070,17568,073,6682023630201638,873,106

20162016

201666,300,00020223315%20226222018201862018201812,000,000

5635(c)(4)

5635(c)(4)20182018

201620188

201820236302018201620182022622

20182018620183,500,000201812

3,855,3157,355,3152019620216

2021916

15%10%20236302,735,219

2023228930,582171.1013.16145.4411.1910,4142022831861,315171.6613.20145.9111.229,6672022228667,160210.5216.19178.9413.769,183

20232022630

2023202279,97667,96598,74178,895178,717146,860

18.

20221231(62,523)(9,011)(5,883)(77,417)

(73,172)6,902–(66,270)(73,172)6,902–(66,270)2023630(135,695)(2,109)(5,883)(143,687)

19.

20191031201912620209242023130(SPA)20219

165,5292,151,87750,000,000

202112

192.60391.68115,055,260

3,392,616,000

20.

10%50%

10%

2023630202212313,305,583,0003,548,881,000

21.

2023630104,115,00040,295,00063,820,000BMS

BMS

2023630381,187,000

1,250,000,0002023630549,765,000

20216

202363017,990,000

15,057,000202363010,557,000

20236302,627,000

22.

(a) 20232022630

20232022630(i)50,000(2022: 50,000;(ii)75,000(2022: 75,000

;(iii)2,017,000(2022: 2,141,000(b)

202320222,9143,423323719,85719,62622,80323,086

23.

20232022540,828403,164362,307156,26960,9016,651964,036566,084

202320222,636–54,52357,48021,86724,63479,02682,114

24.

2023728

(i)(ii)(iii)(iv)

202381BMS-Celgene

ABRAXANE20172018BMS-Celgene2017

23,273,108

20231231

??20241231

25.

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)

2022630

(i)(768,122)(5,520)(773,642)(625,976)(4,044)(630,020)(978,834)(9,564)(988,398)

(22,090)(15,102)(37,192)(1,000,924)(24,666)(1,025,590)

2023630

(i)(ii)(iii)(iv)99,422–––(2,381)97,041255,050––7,376–262,4265,728,736––7,376(2,381)5,733,73111,752,01928,231–––12,296,186

208,042*307,894*––(7,809,910)(28,231)–7,376(76)(8,349,082)

(208,042)*(307,894)*–(2,305)*3,798,559––7,376(2,381)3,803,554

20221231

(i)(ii)(iv)109,960––(2,305)107,6556,379,290––(2,305)6,376,98511,540,97933,993––12,056,915

174,049*307,894*–(7,080,342)(33,993)–(2,305)(7,598,583)

10,311––(184,360)*(307,894)*–4,383,355––(2,305)4,381,050*

(i)

2023630

26,664,00020226309,564,000

(ii)

20162307,894,000

307,894,000

(iii)

20226302023630(iv)

201911

20226302023630

(v)

(ASC820)

2023630202363026.

202363020226

?(BTK)

?PD-1

?PARP1PARP2

1204521,000

2010

10,000

2023721

2023712(FDA)

FDAFDA20242023710

(ADC)

2023710TIGIT

202374

2023630

2023530

(CLL)202356

CLL(SLL)

1,100

?CLL

BCL-2sonrotoclax(BGB-11417)HPK1BGB-15025

BTK(CDAC)BGB-16673

OX40LAG-3TIM-3CDACADCCAR-NKmRNA2023718

2. 3,000

75%

355,000

800ALPINE?

BTK2022(ASH)

BCL-2sonrotoclaxPD-1

PD-1/PDL-1

OX40TIGITLAG-3TIM-3

4. 3,500

BTKPD-1/PDL-1

2023

20211

(1)

(2)

202112

TIGIT?????

(1)(2)

(3)

20237

???????

BTK?

PD-1? TIGIT? Sonrotoclax(BGB-11417)Bcl-2? BGB-16673BTK(CDAC)?

PARP1PARP2? BGB-150251(HPK1)? BGB-A445OX40

? Surzebiclimab(BGB-A425)TIM-3? BGB-10188PI3Kδ? LifirafenibRAF? BGB-24714(SMAC)? BGB-B167(CEA)4-1BBCEA×4-1BB

? LBL-007LAG-3

2023630

2BGB-23339

? Mirati Therapeutics, Inc.

? ZW25(Zanidatamab)Zymeworks Inc.HER2

?????

??????

ADS

202112

20232022630

20232022%

964,036566,084397,95270.3%79,02682,114(3,088)(3.8)%1,043,062648,198394,86460.9%

177,779136,41041,36930.3%831,348768,12263,2268.2%723,533625,97697,55715.6%

375376(1)(0.3)%1,733,0351,530,884202,15113.2%

(689,973)(882,686)192,713(21.8)%

31,08621,5029,58444.6%(45,515)(117,650)72,135(61.3)%(704,402)(978,834)274,432(28.0)%

25,16622,0903,07613.9%(729,568)(1,000,924)271,356(27.1)%

2022

1.2.

20232022630

20236302022630

6.48260.9%10.431

20232022630

20232022%964,036566,084397,95270.3%20,38024,240(3,860)(15.9)%52,49752,497––%6,1495,37777214.4%79,02682,114(3,088)(3.8)%1,043,062648,198394,86460.9%

20232022%

519,658233,072286,586123.0%

264,314192,52271,79237.3%?

45,00541,5763,4298.2%?

44,16529,00815,15752.3%?

27,76419,7987,96640.2%

25,52421,3964,12819.3%

15,9958,4057,59090.3%

7,1198,946(1,827)(20.4)%

3,7254,577(852)(18.6)%

10,7676,7843,98358.7%964,036566,084397,95270.3%

202363070.3%9.64

5.661

20236305.197

123.0%;2023630

3.6231.563131.8%

CLLSLL2023630

9,65037.6%

20236306,080814.4%CLLSLL

20236302.643

1.92537.3%2023630

20236307,9002,040

20236305,250

20226308,2102,42020226305,250

202363020226301.364

1.778

20236307.863

4.2972023630

75.9%81.6%

202363020226307.681

8.3136,3208.2%20232022630

20232022%

258,219232,00926,21011.3%

23,27446,789(23,515)(50.3)%281,493278,7982,6951.0%549,855489,32460,53112.4%831,348768,12263,2268.2%

2023630

4,5902,3302,270

2023630BCL2

(BGB-11417)

6,05012.4%5.499

? 3,950

? 1,200

? 1,100

? 500

20236302022630

6.269,7607.23515.6%

? 6,820

BRUKINSACLL

? 1,890

? 1,990

? 9402022630

202363020226302,1503,11096044.6%

20226301.17720236304,550

Leap Therapeutics

202363020226302,2102,52020236302022630

2023630

(1)12(2)16322;(3)6,830

202212311.7322023630

2.99372.8%

202212312.82320236303.213

13.8%

202212312.16620236302.55117.8%(i)

(ii)

202212318.459202363010.31922.0%

202363020221231

2.6702.948

202320226301231

3259,700290,284366,8572,570612701,3791148548

266,975294,781

202363020221231

202320226301231

135,719184,77591,108139,16865,50651,80638,48618,81585,59141,81738,54030,971454,950467,352202212314.67420236304.5502.7%2023630

202212315.38120236306.285

16.8%2023630

202363020221231

202320226301231

3,421,5743,875,037105,693665,251628,478538,117

BMS

20236307.296202263010202363078

20179

2023630

20211

6.5

202112

TIGIT202213

2023720232022630

20232022

3,875,0374,382,887 (857,665)(616,522) 308,863869,103 146,212(28,847) (50,873)(71,212)

(453,463)152,522

3,421,5744,535,409

20236308.577

7.2963.294

2.013

20236304,550

20226306.165

102.2061.638

20226301.117

Leap

20236303.089

5.6752.4711,160

20226308.691

10.5101,1509,540

7,500

20236301.4621,5801.618

3,5206,660

20226302,880

1.1546,760

1,900

20236307,1205,090

SEC20205SEC

2023630

53,22013,07440,146104,11563,82040,295628,478421,052207,42646,16917,24628,923549,765126,688423,07710,5572,6257,93217,9905,95912,0317,9862,6275,359381,187381,187–1,799,4671,034,278765,189

20236301.041

4,030BMS6,380BMS

4.2112.074

12.5

20236305.498

20236301,060

20216

20236301,800

2023630

20236303.812

7,5202022429

3.147

20236302022123134

391,120550

2023630

10020236304040

2023630202212312.993

1.732

2005

20236

304.9%20221231

8.2%

1994(PBOC)

2023630

20236302022123112.3%

16.5%

2023630

7,5202022429

3.147

2023630

10,000202212319,000

20236307.53020226306.622

202363011.220221231

5.5

1.833202212311.239

202363020221231

202363020226

C.2.1

Ranjeev Krishana

3.21

D.3.3D.3.7

Thomas MalleyAnthony C. Hooper2023417Corazon (Corsee) D. SandersThomas Malley3.10(2)

3.21

3.25

E.1.2

Margaret Han DuganRanjeev KrishanaMargaret Han Dugan

3.27AB.3.1

Donald W. GlazerMichael GollerAnthony C. Hooper2023417Alessandro RivaDonaldW. Glazer

B.8

13.51(B)(1)

Anthony C. Hooper2023417

202012

174.8515,895,001206,635,013

20.5%2,779,241,000(a)201910

3030

36%(b)1.007.842019103126%(c)

2019103126%

201911292023630

2022

1231

2023

(%)

(a)

2,779,241100%2,080,0682,186,658592,583

(a)

12.5

20191129

202620191112019129202013

2020924

20.6%

20.4%75,000,000

2020121(a)20%(b)60(c)

202031820209252020109

20219165,5292,151,87750,000,0002022123150,000,000

2023

20211215

20216162021

192.60

234.89391.68115,055,260

3,392,616,000

(i)(ii)(iii)(iv)(v)

202011162021129202142020215142021612021621202162820216302021792021728202110152021

111620211123202111242021112920211130202112220211262021127202112132021122120211228202242920226272022830202292820234252021430

2023630109107

2023630

2022

1231

2023

13,245,9404,499,8495,859,1207,386,820467,700376,601405,82161,879150,000153,451153,451(3,451)*136,36071,58080,18056,1806,000,0002,662,6743,957,1922,042,8081,630,155489,000489,0001,141,15521,630,1558,253,15510,944,76410,685,391

Thomas MalleyAnthony C. Hooper2023417

Corazon (Corsee) D. SandersThomas Malley

2023630

( www.hkexnews.hk)( www.beigene.com)2023630

2023825

Margaret Han DuganDonald W. GlazerMichael GollerAnthony C. HooperRanjeev KrishanaThomasMalleyAlessandro RivaCorazon (Corsee) D. Sanders

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