Beigene, LTD

Market Movers (8-K)

BeOne Medicines Ltd. has finalized a statutory tax audit in China, resulting in a significant settlement payment to be recognized in its second-quarter financial results.
Worse than expected
BeOne Medicines Ltd. shareholders approved key proposals at the 2026 Annual General Meeting, including updated incentive and share purchase plans, director elections, and financial statements.
Capital raise
The FDA has granted accelerated approval to BEQALZI (sonrotoclax) for the treatment of adult patients with relapsed or refractory mantle cell lymphoma.
Better than expected
BeOne Medicines announced a 35% increase in total revenue to $1.5 billion for the first quarter of 2026, driven by significant growth in its foundational BRUKINSA drug.
Better than expected
BeOne Medicines Ltd. disclosed its 2025 financial results in a Shanghai Stock Exchange filing, highlighting a 40% revenue surge and significant R&D investment in its oncology pipeline.
Better than expected
BeOne Medicines announced robust fourth quarter and full year 2025 financial results, driven by significant global revenue growth of BRUKINSA and positive pipeline advancements.
Better than expected

Quarterly Earnings (10-Q)

BeOne Medicines Ltd. announced a 35% increase in total revenues to $1.5 billion for the first quarter of 2026, driven by significant growth in BRUKINSA sales.
Better than expected
BeOne Medicines reported a significant increase in total revenues and product sales for Q3 and the first nine months of 2025, driven by strong global demand for BRUKINSA, leading to a substantial reduction in net losses.
Better than expected
Capital raise
BeOne Medicines reported a significant turnaround to net income in Q2 2025, driven by robust global sales of its oncology portfolio, particularly BRUKINSA.
Better than expected
BeiGene reports its first profitable quarter driven by strong Brukinsa sales and overall revenue growth.
Better than expected
BeiGene's third-quarter results show significant revenue growth, reaching $1 billion, driven by strong sales of BRUKINSA and a reduction in GAAP losses.
Better than expected
Delay expected
BeiGene's Q2 2024 results show a significant increase in revenue and a reduction in GAAP operating loss, achieving positive adjusted operating income.
Better than expected
Delay expected
Capital raise

Annual Reports (10-K)

BeOne Medicines Ltd. announced robust financial results for 2025, with total global revenue increasing by 40.2% to $5.3 billion, driven by strong performance of BRUKINSA and TEVIMBRA, alongside significant pipeline advancements and strategic financing.
Better than expected
Capital raise
BeiGene, Ltd. files an amendment to its 2024 Annual Report on Form 10-K solely to include the conformed signature of the company's current principal accounting officer.
BeiGene's 2024 results showcase significant revenue growth and progress in hematology and solid tumor pipelines, marking a transition towards sustainable profitability.
Delay expected
BeiGene, Ltd. has filed an amendment to its annual report to include parent company financial statements due to restricted net assets of subsidiaries exceeding 25% of consolidated net assets.
BeiGene, Ltd. outlines its share capital, voting rights, and corporate governance in a recent SEC filing, highlighting its global operations and multiple stock listings.

Insider Trading (Form 4)

Chan Henry Lee, SVP, General Counsel of BeiGene, Ltd., sold 1,044 shares of common stock on July 30, 2026 for $323.69 per share.
Chan Henry Lee, SVP, General Counsel of BeiGene, Ltd., sold 1,669 shares of common stock on July 22, 2026 for $325.00 per share.
John Oyler, Chief Executive Officer and a Director of BeiGene, Ltd., sold 109,713 shares of common stock on July 20, 2026.
John Oyler, Chief Executive Officer and a Director of BeiGene, Ltd., sold 64,628 shares of common stock on July 17, 2026.
John Oyler, Chief Executive Officer and a Director of BeiGene, Ltd., sold 283,154 shares of common stock on July 15, 2026.
John Oyler, Chief Executive Officer and a Director of BeiGene, Ltd., sold 145,861 shares of common stock on July 14, 2026.

Proxy Statements (Def-14A)

BeiGene's 2025 Annual General Meeting will address director re-elections, auditor ratification, share issuance and repurchase mandates, and other corporate matters.
Capital raise
BeiGene plans to change its name to BeOne Medicines Ltd. and redomicile to Switzerland in the first half of 2025, reflecting its growing global presence and commitment to eliminating cancer.
Better than expected
Capital raise
BeiGene is holding an Extraordinary General Meeting (EGM) on April 28, 2025, to seek shareholder approval for its de-registration in the Cayman Islands and continuation in Switzerland.
BeiGene's proxy statement outlines proposals for the 2024 annual general meeting, including director re-elections, auditor ratification, share issuance and repurchase mandates, and amendments to equity incentive plans.
Capital raise

Schedule 13D - Activist Investments

Baker Bros. Advisors LP and affiliated entities have amended their Schedule 13D filing, reporting a combined beneficial ownership of approximately 8.0% of BeOne Medicines Ltd. ordinary shares following a board appointment.
Baker Bros. Advisors filed an amendment to their Schedule 13D regarding their 8.0% beneficial ownership in BeOne Medicines Ltd.
HHLR Advisors and Hillhouse Investment Management have filed their final Schedule 13D amendment, disclosing a significant reduction in their beneficial ownership of BeiGene, Ltd. ordinary shares to 4.9% following a recent block trade.
Worse than expected
HHLR Advisors and Hillhouse Investment Management, affiliates under common control, have reduced their beneficial ownership in BeiGene, Ltd. to 6.7% following the sale of 2.48 million American Depositary Shares.
Worse than expected

Schedule 13G - Passive Investments

Capital International Investors has filed an amended Schedule 13G, disclosing a 5.8% beneficial ownership stake in BeiGene, Ltd. as of March 31, 2025.