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百济 JPM 2025.pdf

上传人: c** 编号:604023 2025-02-03 56页 3.79MB

1、143RD ANNUAL J.P.MORGAN HEALTHCARE CONFERENCE 2025January 13-16,2025|San Francisco,CaliforniaAn Inflection Point 2Certain statements contained in this presentation and in the accompanying oral presentation,other than statements of fact that are independently verifiable at the date hereof,constitute

2、forward looking statements.Examples of such forward-looking statements include statements regarding the projected size of the oncology market and related sectors;BeiGenes research,discovery,pre-clinical and early-stage clinical programs and plans including proof of concept timing;the advancement of

3、and anticipated clinical development and the conduct of late-stage clinical trials;expected data readouts and approvals;additional planned commercial product launches including tablet formulations;projected regulatory milestones and commercialization of BeiGenes medicines;the ability of BeiGenes ass

4、ets to meaningfully outperform current medicines and address all lines of therapy;the potential for BeiGene to have a significant market share in hematologic diseases;the projected peak revenue potential for BeiGenes assets;BeiGenes ability to successfully redomicile to Switzerland;the ability for B

5、eiGene to become the most impactful global oncology company;and BeiGenes future revenue,profitability and growth.Actual results may differ materially from those indicated in the forward-looking statements as a result of various important factors,including BeiGenes ability to demonstrate the efficacy

6、 and safety of its drug candidates;the clinical results for its drug candidates,which may not support further development or marketing approval;actions of regulatory agencies,which may affect the initiation,timing and progress of clinical trials and marketing approval;BeiGenes ability to achieve com

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本文主要介绍了BeiGene公司2025年的战略规划,包括以下几个关键点: 1. BeiGene在2024年第三季度实现了正现金流,达到188亿美元,主要得益于运营杠杆的改善和工作资本的增加。 2. BeiGene的BRUKINSA在2024年成为美国CLL市场最畅销的BTK抑制剂,全球收入达到6.9亿美元。 3. BeiGene正在推进多个内部研发的资产,包括BTK降解剂、BCL2抑制剂和CDAC等,预计将在2025年和2026年实现重要的价值转折点。 4. BeiGene计划到2025年实现显著的财务成熟,包括实现GAAP运营收入平衡,并产生有意义的现金流。 5. BeiGene正在瑞士重新注册,以反映其全球发展的演变,并计划成为最有影响力的全球肿瘤公司。
2025年BeiGene将如何巩固其在血液学领域的领导地位? BeiGene的BRUKINSA在CLL市场中的地位是否稳固? BeiGene的内部研发管线中,哪些资产有望成为重要的价值驱动因素?
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