中金此前指出，ODAC更新PD-1治疗ESCC+G/GEJ投票进展，该建议仅可能影响百泽安的未来获批Label，但不会影响百泽安的美国上市申报进度。该行认为，随着公司全球收入持续增长，经营效率逐步提高，GAAP经营利润有望在未来1-2 个季度内实现扭亏。关注核心管线和早期实体瘤管线进展。Beigene (06160) is now up more than 8%, as of the time of publication, it is up 7.32%, at 149.6 Hong Kong dollars, with a turnover of 0.393 billion Hong Kong dollars.
According to the Financial and Economic APP, Beigene (06160) is now up more than 8%, as of the time of publication, it is up 7.32%, at 149.6 Hong Kong dollars, with a turnover of 0.393 billion Hong Kong dollars.
On the news front, Beigene's TEVIMBRA (tislelizumab, Chinese brand name: Baizean) was recently officially commercialized in the United States for the treatment of adult patients with unresectable or metastatic esophageal squamous cell carcinoma (ESCC) who have previously received systemic therapy (excluding PD-1/L1 inhibitors). The FDA is currently reviewing TEVIMBRA for first-line treatment of locally advanced unresectable or metastatic ESCC patients, as well as for first-line treatment of locally advanced unresectable or metastatic gastric or gastroesophageal junction (G/GEJ) adenocarcinoma patients.
CICC previously pointed out that the ODAC updated on PD-1 treatment of ESCC+G/GEJ is making progress in voting, and this recommendation may only affect the future approval label of Baizean, but will not affect the progress of Baizean's U.S. listing application. The firm believes that with the company's continuous growth in global revenue and gradually improving operational efficiency, GAAP operating profit is expected to return to profit in the next 1-2 quarters. Focus on core pipeline and early-stage solid tumor pipeline progress.
