BeiGene Ltd - ADR
BGNE
Market Cap$20.21B
Close$
Earnings Call Q4 2024
February 27, 2025 - AI Summary
Strong Revenue Growth: BeiGene reported a full-year revenue of $3.8 billion for 2024, representing a 55% increase compared to $2.5 billion in 2023. The fourth-quarter revenue was $1.1 billion, showing a 77% year-over-year growth. BRUKINSA sales reached $828 million in Q4 alone, marking a notable 100% growth compared to the same period last year.
Guidance for 2025: The company expects revenue between $4.9 billion and $5.3 billion in 2025, driven by continued share gains for BRUKINSA in the U.S. market and expansion in Europe and other international markets. This is underpinned by a stable pricing environment and momentum from new patient starts, particularly as the company laps 2024's strong performance.
Hematology Franchise Leadership: BeiGene is positioning BRUKINSA as the preferred BTK inhibitor for CLL treatment, capturing over 50% of new patient share and achieving a significant lead in both frontline and relapsed/refractory cases. This success is attributed to BRUKINSA's superior profile compared to competitors like Calquence and IMBRUVICA.
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$150.03
18.8% downside
Current Fair Value
18.8% downsideOvervalued by 18.8% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $20.21 Billion |
|---|---|
| Enterprise Value | $18.66 Billion |
| Dividend Yield | $0 (0%) |
| Earnings per Share | $-8.45 |
| Beta | 0.63 |
| Outstanding Shares | 0 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | -69.74 |
|---|---|
| PEG | 44.61 |
| Price to Sales | - |
| Price to Book Ratio | - |
| Enterprise Value to Revenue | 5.63 |
| Enterprise Value to EBIT | -20.78 |
| Enterprise Value to Net Income | -22 |
| Total Debt to Enterprise | 0.06 |
| Debt to Equity | 0.33 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About BeiGene Ltd
CEO: John Oyler