10-QPeriod: Q2 FY2021

BeOne Medicines Ltd. Quarterly Report for Q2 Ended Jun 30, 2021

Filed August 5, 2021For Securities:ONCBEIGF

Summary

BeiGene, Ltd. (ONC) reported strong revenue growth in its Q2 2021 filing, with total revenues reaching $150.0 million, a significant increase from $65.6 million in the prior year period. This growth was driven by substantial increases in product revenue, particularly from its internally developed medicines BRUKINSA® and tislelizumab, as well as the addition of collaboration revenue from the Novartis agreement. The company's R&D expenses also saw an increase, reflecting continued investment in its pipeline. Despite a net loss of $480.3 million for the quarter, the company maintains a robust cash position, ending the period with over $1.7 billion in cash, cash equivalents, and restricted cash, bolstered by recent financing activities and upfront payments from collaborations. Key developments during the quarter included positive results from the Phase 3 SEQUOIA trial for BRUKINSA® and multiple regulatory updates for its product candidates.

Financial Statements
Beta

Key Highlights

  • 1Total revenues increased by 128.5% to $150.0 million for the three months ended June 30, 2021, compared to $65.6 million in the prior year period.
  • 2Product revenue grew by 111.2% to $138.6 million, driven by strong sales of tislelizumab and BRUKINSA®.
  • 3Collaboration revenue of $11.4 million was recognized from the Novartis agreement, compared to no collaboration revenue in the prior year period.
  • 4Research and development expenses increased by 24.5% to $356.1 million, reflecting ongoing investment in clinical trials and drug development.
  • 5Selling, general, and administrative expenses increased by 87.3% to $232.3 million, supporting the expansion of commercial operations.
  • 6The company ended the period with $1.787 billion in cash, cash equivalents, and restricted cash, indicating a strong liquidity position.
  • 7Recent developments include positive topline results from the Phase 3 SEQUOIA trial for BRUKINSA® and Health Canada approval for BRUKINSA® for mantle cell lymphoma.

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