百济神州2023中期报告

2 4 7 35 82 83 84 86 87 89 143 147 Margaret Han DuganRanjeev Krishana Donald W. GlazerMichael GollerAnthony C. HooperAlessandro Riva Margaret Han DuganDonald W. GlazerMichael GollerAnthony C. Hooper*Ranjeev KrishanaThomas MalleyAlessandro RivaCorazon (Corsee) D. Sanders Alessandro RivaMargaret Han DuganMichael GollerThomas MalleyCorazon (Corsee) D. Sanders Anthony C. Hooper1Thomas MalleyCorazon (Corsee) D. Sanders Anthony C. HooperMargaret Han DuganRanjeev KrishanaCorazon (Corsee) D. Sanders *AnthonyC.Hooper20234172023416Anthony C. Hooper1.2023913 (FCG, HKFCG)Vistra Corporate Services (HK) Limited Mourant Ozannes 183171712-1716 Ernst & Young LLP Mourant Governance Services (Cayman) Limited94 Solaris Avenue, Camana BayGrand Cayman KY1-1108Cayman Islands Mourant Governance Services(Cayman) Limited94 Solaris AvenueCamana BayGrand Cayman KY1-1108Cayman Islands 06160 www.beigene.com •••••••••••• ••••••••••••••ADS••20221231 3®(BTK)®PD-1®PARP1PARP2®®®14 1204521,000353 CMO 201010,000 2023721®® 2023712FDA®®(R/R)(FL)FDAFDA2024 2023710ADC 2023710TIGIT 202374®2023630 2023530®CLL 202356®CLLSLL 13 1.1,100143®®®CLLBCL-2sonrotoclax(BGB-11417)HPK1BGB-15025BTK(CDAC)BGB-16673OX40LAG-3 TIM-3CDACADCCAR-NKmRNA2023718 2.3,000(CRO)75% 3.®®®29355,000800ALPINE®BTK2022(ASH) ®BCL-2sonrotoclaxPD-1®®PD-1/PDL-1®OX40TIGITLAG-3TIM-3 4.3,500®®BTKPD-1/PDL-114®®®65 5.2023 20211(1)(2) 202112TIGIT®®®®®5(1)(2)(3) 20237 • • • • • • • •®BTK•®PD-1•TIGIT•Sonrotoclax(BGB-11417)Bcl-2•BGB-16673BTK(CDAC)•®PARP1PARP2•BGB-150251(HPK1)•BGB-A445OX40•Surzebiclimab(BGB-A425)TIM-3•BGB-10188PI3Kδ•LifirafenibRAF•BGB-24714(SMAC) •BGB-B167(CEA)4-1BBCEA×4-1BB •LBL-007LAG-3 20236302BGB-23339 • •Mirati Therapeutics, Inc.•ZW25(Zanidatamab)Zymeworks Inc.HER2 • • • • ••••••• ADS 202112 20232022630 20232022630 202363020226306.48260.9%10.431®® 20232022630 202363070.3%9.645.661®® 2023630®5.197123.0%2023630®3.6231.563131.8%®CLLSLL2023630®9,65037.6%2023630®6,080814.4%CLLSLL 2023630®2.6431.92537.3%2023630 20236307,9002,0402023630®5,250610®20226308,2102,42020226305,250®5404 202363020226301.3641.778®® 20236307.8634.297202363075.9%81.6%®®®®® 202363020226307.6818.3136,3208.2%20232022630 120236304,5902,3302,270 2023630®BCL2(BGB-11417) 6,05012.4%5.499 •3,950 •1,200•1,100700•500 202363020226306.269,7607.23515.6% •6,820BRUKINSACLL •1,890 •1,990 •9402022630 202363020226302,1503,11096044.6% 20226301.17720236304,550Leap Therapeutics 202363020226302,2102,52020236302022630 2023630(1)12(2)16322(3)6,830 202212311.73220236302.99372.8% 202212312.82320236303.21313.8% 202212312.16620236302.55117.8%(i)(ii) 202212318.459202363010.31922.0% 2023630202212312.6702.948 336611 202363020221231 202212314.67420236304.5502.7%2023630 202212315.38120236306.28516.8%2023630 20236 30202212 31 202320226301231 BMS20236307.296202263010202363078 20179202363012 202116.5202112TIGIT20221320237 20236308.5777.2963.2942.013 20236304,550 20226306.165102.2061.63820226301.117 Leap 20236303.0895.6752.4711,160 20226308.69110.5101,1509,5407,500 20236301.4621,5801.6183,5206,660 20226302,8801.1546,7601,900 20236307,1205,090 SEC20205SEC 2023630 20236301.0414,030BMS6,380BMS 4.2112.07413 12.520236305.498 20236301,060 2021620236301,800 2023630260 20236303.812 427,52020224293.147 20236302022123134391,120550172023630 10020236304040 2023630202212312.9931.732 200520236304.9%202212318.2% 1994(PBOC) 2023630 20236302022123112.3%16.5%2023630 427,52020224293.147 2023630 2023630 2023630 10,000202212319,000 20236307.53020226306.622 202363011.2202212315.51.833202212311.239 202363020221231 20236302022630 1 2023630XV(a)XV78(b)352(c) (1)20236301,371,420,1904,831,146,(2)(1)1,292,260(2)24,849,647(3)679,294(3)Roth IRA PENSCO(4)The John Oyler Legacy Trust(5)(6)Oyler Investment LLCOyler Investment LLC 99%(7)The Oyler Family Legacy Trust(8)(9)(10)(1)5,362,972(2)9,667,965(3)168,356(11)(12)Wang Investment LLCWang Investment LLC99%(13)(14)(15)(1)Dugan16,692(2)DuganDugan84,201(3)Dugan12,922 (16)(1)Glazer2,746,729(2)GlazerGlazer406,536(3)Glazer37,414(17)(1)Goller33,774(2)GollerGoller406,536(3)Goller12,922(18)(1)HooperHooper146,471(2)Hooper37,414(19)(1)Krishana33,774(2)KrishanaKrishana406,536(3)Krishana12,922(20)(1)Malley423,774(2)MalleyMalley929,284(3)Malley12,922(21)(1)Riva16,692(2)RivaRiva84,201(2)Riva12,922(22)(1)Sanders16,978(2)SandersSanders106,600(3)Sanders12,922(23)(1)16,692(2)406,536(3)12,922 2023630(a)XV78(b)352(c) 2023630XV23336 (S) (1)20236301,371,420,1904,831,146, (2)Julian C. BakerFelix J. BakerBaker Bros. Advisors (GP) LLCBaker Bros. Advisors (GP) LLCBaker Bros. Advisors LPBBABBA667, L.P.Baker Brothers Life Sciences, L.P.Baker Brothers Life Sciences Capital, L.P.Baker Brothers Life Sciences, L.P.BBAMichael GollerRanjeev KrishanaBBA Baker Brothers Life Sciences Capital, L.P.2021121520211215140,543,649BakerBrothers Life Sciences,L.P.Julian C. BakerFelix J. BakerBaker Bros. Advisors (GP) LLCBBA667