Sep 30, 2024

BeiGene Q3 2024 Earnings Report

BeiGene's financial performance was marked by substantial revenue growth, driven by BRUKINSA sales, and a reduction in GAAP loss, alongside continued progress in R&D and pipeline expansion.

Key Takeaways

BeiGene reported a strong third quarter in 2024, achieving $1 billion in total revenue, driven by BRUKINSA sales. The company also reduced its GAAP loss and achieved its second consecutive quarter of positive non-GAAP operating income. They are expanding their oncology pipeline and global reach.

Total revenue reached $1 billion, driven by BRUKINSA sales.

BRUKINSA U.S. sales totaled $504 million, representing 87% growth year-over-year.

BRUKINSA Europe sales totaled $97 million, representing 217% growth year-over-year.

Four new molecular entities (NMEs) entered the clinic this quarter, with eight year-to-date.

Total Revenue
$1B
Previous year: $781M
+28.2%
EPS
-$1.15
Previous year: $1.95
-159.0%
R&D Expenses
$496M
Previous year: $453M
+9.5%
SG&A Expenses
$455M
Previous year: $366M
+24.5%
Gross Profit
$831M
Previous year: $685M
+21.3%
Cash and Equivalents
$2.71B
Previous year: $3.19B
-14.9%
Free Cash Flow
$54.7M
Previous year: -$236M
-123.2%
Total Assets
$5.83B
Previous year: $5.52B
+5.5%

BeiGene

BeiGene

BeiGene Revenue by Segment

Forward Guidance

The company focuses on expanding TEVIMBRA's reach, advancing its pipeline, and improving access to medicines.

Positive Outlook

  • Expanding access to TEVIMBRA for patients worldwide.
  • Building global commercial capabilities to support the pipeline.
  • Laying the foundation for future franchises in breast, lung, and gastrointestinal cancers.
  • Advancing preclinical programs into the clinic.
  • Early clinical programs are progressing into late stage.

Challenges Ahead

  • Clinical results for drug candidates may not support further development or marketing approval.
  • Actions of regulatory agencies may affect the initiation, timing, and progress of clinical trials and marketing approval.
  • Reliance on third parties to conduct drug development, manufacturing, commercialization, and other services.
  • Limited experience in obtaining regulatory approvals and commercializing pharmaceutical products.
  • Ability to obtain additional funding for operations and to complete the development of drug candidates and achieve and maintain profitability.