BeiGene (6160.HK/BGNE.US/688235.CH) 24Q1- A Breakeven Point Is on the Horizon, but It Is Not Stable
⬆ $BeiGene (06160)$ - BeiGene's high product revenue growth in 24Q1 narrowed net loss, with potential for breakeven in 24Q4.This is an affirmation for BeiGene. Sustained overall profitability may not occur until 2026/2027 Continue reading on Smartkarma:- https://www.smartkarma.com/insights/beigene-6160-hk-bgne-us-688235-ch-24q1-a-breakeven-point-is-on-the-horizon-but-it-is-not-stable?utm_source=tiger_community By Xinyao (Criss) Wang, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/xinyao-criss-wang?utm_source=tiger_community On BeiGene (06160):- https://www.smartkarma.com/entities/beigene-ltd?utm_source=tiger_community
⬆ $BeiGene (BGNE)$ - Product sales continued beating expectation. In 1Q24, BeiGene recorded total product sales of US$747mn (+18% QoQ, +82% YoY), representing 25.7% of... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/beigene-bgne-us-consistently-exceeding-expectations?utm_source=tiger_community By CMB International, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cmb-international?utm_source=tiger_community On BeiGene (BGNE):- https://www.smartkarma.com/entities/beigene-ltd-b5b6d079-eb7e-41a8-9ac4-a391831e02f4?utm_source=tiger_community
⬆ $BeiGene (06160)$ - In 1Q24, BeiGene’s revenue climbed 68% yoy to US$752m and net loss to shareholders narrowed to US$251m (US$363m in 1Q23). Revenue growth was led... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/beigene-ltd-1q24-strong-revenue-growth-momentum-continues?utm_source=tiger_community By CGS CIMB Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cgs-cimb-research?utm_source=tiger_community On BeiGene (06160):- https://www.smartkarma.com/entities/beigene-ltd?utm_source=tiger_community
BeiGene (6160.HK/BGNE.US/688235.CH) - Pain Points Behind the High Growth
⬆ $BeiGene (06160)$ - Due to quick pick-up of expenses, breakeven is more challenging. BeiGene hasn't proved its profitability. If it indeed has a plan to turn loss into profits, cost control is the most basic “sincerity”. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/beigene-6160-hk-bgne-us-688235-ch-pain-points-behind-the-high-growth?utm_source=tiger_community By Xinyao (Criss) Wang, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/xinyao-criss-wang?utm_source=tiger_community On BeiGene (06160):- https://www.smartkarma.com/entities/beigene-ltd?utm_source=tiger_community
BeiGene (BGNE US) – Expect a Productive 2024 for Early Pipeline Assets
⬆ $BeiGene (BGNE)$ - Strong sales momentum of zanubrutinib eased market concerns. In 4Q23, BeiGene recorded total product sales of US$631mn (+6% QoQ or +86% YoY). Continue reading on Smartkarma:- https://www.smartkarma.com/insights/beigene-bgne-us-expect-a-productive-2024-for-early-pipeline-assets?utm_source=tiger_community By CMB International, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cmb-international?utm_source=tiger_community On BeiGene (BGNE):- https://www.smartkarma.com/entities/beigene-ltd-b5b6d079-eb7e-41a8-9ac4-a391831e02f4?utm_source=tiger_community
BeiGene (6160.HK/BGNE.US/688235.CH) - 2023 Results Preview and Undervaluation Concerns
⬆ $BeiGene (06160)$ - BeiGene's sluggish share price could be related to geopolitical conflicts/weak market sentiment. But there’s no need for US to sanction China's biotech. We're optimistic about BeiGene's 2023 results. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/beigene-6160-hk-bgne-us-688235-ch-2023-results-preview-and-undervaluation-concerns?utm_source=tiger_community By Xinyao (Criss) Wang, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/xinyao-criss-wang?utm_source=tiger_community On BeiGene (06160):- https://www.smartkarma.com/entities/beigene-ltd?utm_source=tiger_community
China Healthcare Weekly (Feb16)-Innovative Drug Is "Innocent" In Geopolitics, BeiGene's BTK, Jacobio
⬇ $Jacobio Pharmaceuticals(01167)$ - Due to US Draft Bill against CXO, Biotech's share price also plummeted, but they're "Innocent".Future BTK inhibitor market pattern shows the upper limit of BeiGene. Jacobio's outlook is not optimistic Continue reading on Smartkarma:- https://www.smartkarma.com/insights/china-healthcare-weekly-feb16-innovative-drug-is-innocent-in-geopolitics-beigene-s-btk-jacobio?utm_source=tiger_community By Xinyao (Criss) Wang, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/xinyao-criss-wang?utm_source=tiger_community On Jacobio Pharmaceuticals (01167):- https://www.smartkarma.com/entities/jacobio-pharmaceuticals?utm_source=tiger_community
BeiGene (BGNE US) – Three Synergistic Haematology BIC/FIC Molecules Showing Promising Data
⬆ $BeiGene (BGNE)$ - Additional studies presented at ASH indicated that zanu provided meaningful benefits for acalabrutinib-intolerant patients, which could lead to zanu’s global market share gain, in our view. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/beigene-bgne-us-three-synergistic-haematology-bic-fic-molecules-showing-promising-data?utm_source=tiger_community By CMB International, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cmb-international?utm_source=tiger_community On BeiGene (BGNE):- https://www.smartkarma.com/entities/beigene-ltd-b5b6d079-eb7e-41a8-9ac4-a391831e02f4?utm_source=tiger_community