On May 6, 2026, BeiGene (NASDAQ: ONC; HKEX: 06160; SSE: 688235.SH) released its first quarter 2026 financial results. During the reporting period, the company's total revenue was RMB 10.544 billion, representing a year-on-year increase of 31.0%. Product revenue accounted for 98% of total revenue, reaching RMB 10.321 billion, a year-on-year increase of 29.3%, mainly driven by sales growth of Brukinsa® (zanubrutinib), as well as Amgen's licensed products and Tislelizumab®.

The announcement shows that thanks to increased product revenue and improved cost management, the company's operating efficiency has been further improved, with net profit attributable to the parent company reaching RMB 1.608 billion in the first quarter.

In addition, BeiGene has adjusted its operating performance forecast for 2026, with total revenue now expected to be between RMB 43.6 billion and RMB 45.2 billion, up from between RMB 43.6 billion and RMB 45 billion. Full-year operating profit (i.e., operating revenue minus operating costs, R&D expenses, sales and administrative expenses, taxes and surcharges) is projected to be between RMB 4.8 billion and RMB 5.5 billion, while adjusted operating profit is projected to be between RMB 10 billion and RMB 10.6 billion.

Core products continue to see increased sales volume, and R&D momentum continues to improve.

As the company's core self-developed product, Brukinsa® continued its strong growth momentum this quarter. In the first quarter of 2026, Brukinsa®'s global sales reached RMB 7.598 billion, a year-on-year increase of 33.5%. Based on long-term efficacy and safety data in the treatment of chronic lymphocytic leukemia (CLL), Brukinsa® further solidified its position as a best-in-class and global revenue leader in the BTK inhibitor field. By region, sales in the United States reached RMB 5.283 billion, a year-on-year increase of 30.8%. Sales in Europe reached RMB 1.266 billion, a year-on-year increase of 51.4%. Sales in China reached RMB 651 million, a year-on-year increase of 10.4%.

In addition, global sales of another self-developed product, Bai Ze An®, reached RMB 1.429 billion, a year-on-year increase of 14.8%. Sales of Amgen's licensed products reached RMB 989 million in the first quarter, a year-on-year increase of 20.9%.

During this quarter, the company continued to advance its pipeline of products in hematologic oncology and solid tumors, with more than 20 research abstracts selected to be presented at the American Society of Clinical Oncology (ASCO) Annual Meeting, further solidifying the company's position as a leading innovative oncology treatment company.

In the field of hematologic oncology, the self-developed BCL2 inhibitor, Sotopra®, has been commercially launched in China for the treatment of adult patients with relapsed/relapsed multiple myeloma (R/R MCL) and R/R CLL/SLL. Currently, Sotopra® has been included in the ESMO guidelines, recommending it as a third-line treatment for R/R MCL patients. The company expects to receive a regulatory decision from the US FDA in the first half of 2026 regarding its New Drug Application (NDA) for monotherapy in R/R MCL, and anticipates initiating a Phase 3 trial of Sotopra® for R/R multiple myeloma patients with t(11;14) in the second half of 2026.

BGB-16673 (BTK CDAC) is demonstrating therapeutic potential as a first-in-class therapy in relapsed/relapsed (R/R) CLL. BeiGene has initiated a Phase 2 trial cohort for BGB-16673 for the treatment of R/R MZL and Richter conversion, and expects to submit a potential accelerated approval application for the treatment of adult patients with R/R CLL based on data support in the second half of 2026.

Meanwhile, BeiGene's solid tumor R&D pipeline is also rapidly growing. The marketing authorization application (MAU) for a new indication of baizean® in combination with baizean® (zenidatumab) and chemotherapy for first-line treatment of adult patients with HER2-positive GEA has been accepted by the U.S. FDA and granted Priority Review designation, with a regulatory decision expected in the second half of 2026. Furthermore, this application has also been accepted by the Center for Drug Evaluation (CDE) of the China National Medical Products Administration (NMPA), with a regulatory decision expected in the first half of 2027.

For breast cancer and gynecological cancers, Phase 1 trial data for BGB-43395 (a CDK4 inhibitor) and BG C9074 (a B7 H4 ADC) have been accepted by the ASCO Annual Meeting and will be presented via poster and rapid oral presentation, respectively. In the first half of this year, BeiGene will initiate a Phase 3 trial of BGB-43395 for first-line treatment of HR-positive, HER2-negative metastatic breast cancer.

For gastrointestinal cancers, BGB-B2033 (GPC3×41BB bispecific antibody) has received Orphan Drug Designation from the US FDA for the treatment of hepatocellular carcinoma (HCC). The company has initiated a potential registrational trial of BGB-B2033 for HCC patients. Relevant Phase 1 trial data has been accepted by the ASCO Annual Meeting and will be presented in the form of a rapid oral presentation. The pivotal Phase 3 trial for this product is expected to begin in the second half of 2026. For lung cancer, the company has initiated the first-in-human trial of BG-C0979 (ADAM9 ADC) and expects to initiate the first-in-human trial of BON-110 (PD-1xVEGF-AxCTLA-4 trispecific antibody) in the first half of 2026.

In the field of inflammation and immunotherapy, the financial report shows that BeiGene has initiated the first human trial of BG-A3004 (KLRG1 monoclonal antibody). The company expects to initiate a Phase 2 trial of BGB-16673 (BTK CDAC) for the treatment of adult patients with chronic spontaneous urticaria in the second half of 2026.

In terms of corporate progress, BeiGene entered into an exclusive option agreement with Huahui Anjian to obtain global licensing rights for HH160 (BON 110), a novel trispecific antibody targeting PD -1, VEGF A, and CTLA -4.

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