NASDAQ$ONC

BeiGene Ltd-ADR · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

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.

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.

Headline financials

Total Revenue

$1B

Previous: $781M+28.2%
EPS (adj)

-$1.15

Previous: $1.95-159.0%
Capital Expenditures

-$400M

Previous: -$405M+1.2%
Free Cash Flow

-$616M

Previous: -$1.34B+54.1%
Net Income

-$121M

Previous: $215M-156.3%
Operating Income

-$120M

Previous: -$134M+10.2%
Gross Profit

$831M

Previous: $685M+21.3%
Cash & Equivalents

$2.7B

Previous: $3.07B-11.9%
Total Assets

$5.83B

Previous: $5.52B+5.5%
R&D Expense

$453M

Previous: $453M-0.0%
Stock-Based Comp

$115M

Previous: $96M+19.5%

Revenue & EPS history

BeiGene · Revenue · Quarterly

$1B

Q3 2024+28.2%vs Q3 2023
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Revenue by segment

BeiGene · $211M total across 1 segment · Q1 2023

  • BRUKINSA
    $211M+102.7%

Forward guidance

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

Tailwinds

  • 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.

Headwinds

  • 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.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

-0.1%

Avg return

Earnings day

+0.1%

Avg return

5 days after

-2.0%

Avg return

30 days after

40%

16 / 40 earnings

Positive

+15.9%

Q4 2023

Best reaction

-9.6%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+5.3%+4.3%-9.4%
Q4 2025-8.5%-15.7%-19.6%
Q3 2025+3.4%+6.9%+0.5%
Q1 2025-3.9%-3.5%+5.8%
Q4 2024+7.5%-0.7%+3.2%
Q3 2024+1.4%-4.5%+1.4%
Q2 2024+6.8%+10.9%+11.7%
Q1 2024-2.0%-2.2%-4.9%
Q4 2023+15.9%+6.4%-0.0%
Q3 2023-0.5%+0.7%-12.6%
Q2 2023-0.3%-9.2%+1.2%
Q1 2023-5.7%-7.3%-14.2%
Q4 2022+4.2%+11.9%+2.9%
Q3 2022-0.2%+7.3%+4.2%
Q2 2022+14.6%+16.4%-1.7%
Q1 2022-9.6%-11.9%-12.9%
Q4 2021-2.5%-0.8%-10.8%
Q3 2021-2.3%-1.1%-15.9%
Q2 2021-6.3%-8.1%-2.0%
Q1 2021+2.2%+5.4%+15.7%
Q4 2020-4.4%-8.5%-3.0%
Q3 2020-3.6%-7.2%-26.8%
Q2 2020-2.9%-7.7%+5.8%
Q1 2020+1.0%+6.0%+9.6%
Q4 2019-2.3%-3.2%-21.8%
Q3 2019+2.9%+3.4%-6.5%
Q2 2019+1.6%+3.9%-7.8%
Q1 2019+14.2%+13.6%+4.3%
Q4 2018-2.1%+8.4%-5.7%
Q3 2018+1.4%-11.2%+10.4%
Q2 2018-3.7%-4.4%-4.7%
Q1 2018-5.2%+4.3%+20.9%
Q4 2017-4.8%+0.3%+11.3%
Q3 2017-5.5%-0.0%+10.4%
Q2 2017-7.3%-9.0%-7.4%
Q1 2017-1.3%+0.7%+3.9%
Q4 2016-2.8%-4.1%-3.1%
Q3 2016-4.7%+7.4%-19.5%
Q2 2016+0.8%+6.0%+11.0%
Q4 2015+5.9%
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014

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