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SEC Filings

8-K
BEIGENE, LTD. filed this Form 8-K on 01/07/2019
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Forecasted Market Size of China PD - 1 & PD - L1 Inhibitors, 2018E - 2030E (Billion USD) BTK • Previous M&A transactions placed high value on the first two BTK inhibitors: • Pharmacyclics , which had half of the economics to ibrutinib, was acquired by AbbVie for $21 billion; and • Acerta , which had most of the economics to acalabrutinib (in Phase 3 at the time), was acquired by AstraZeneca for $4 - 7 billion PD - 1 ▪ All four most common tumors in China are among PD - 1 responsive tumors ▪ China has a higher prevalence and proportion of PD - 1 responsive tumors than the U.S., EU and JP combined ▪ The first PD - 1 antibodies only became commercially available in China in 3Q:18 1.2 2.6 4.5 6.2 7.4 9.0 9.7 10.2 10.6 2.0 4.6 6.1 6.3 5.8 5.4 4.5 4.3 4.4 4.5 0.0 0.2 0.7 2.3 5.8 8.6 10.8 12.1 12.8 13.5 14.0 14.6 15.1 2018E 2019E 2020E 2021E 2022E 2023E 2024E 2025E 2026E 2027E 2028E 2029E 2030E MNC Brands Local Brands ’20 - ’26 CAGR ~62% Incidence of Top - 10 PD - 1 Responsive Tumors by Region 1 Total Tumor Incidence by Region 1.7 M n 1.8 Mn 4.3 Mn China Japan U.S. EU5 3.0 Mn 0.9 Mn 0.9 Mn 0.4 Mn 0.7 Mn 53 Source: Market size forecasts were from Frost&Sullivan analysis Cancer incidence data for Japan and EU5 (United Kingdom, France, Germany, Italy and Spain) are for 2015 (GLOBOCAN); U.S. data are for 2017 (SEER); China data are for 2015 (Chen et al.), top 10 common cancers in China (2015) are: can cers of lung, stomach, esophagus, liver, colorectum, breast, brain, cervix, pancreas and thyroid; Data of top 10 PD - 1 responsive tumors are from Frost & Sullivan analysis and includ e melanoma, lung cancer, liver cancer, gastric cancer, renal cancer, urothelial carcinoma, esophageal cancer, Hodgkin’s lymphoma, lip and oral cancer, and cervical cancer . BTK Inhibitors and PD - 1 Antibodies Represent Large Market Opportunities BTK Global and PD - 1 in China Opportunities 0.1 1.0 2.2 3.2 4.2 5.3 6.6 7.9 9.3 10.8 12.4 13.8 14.7 15.5 16.3 17.1 17.8 Historical and Forecasted Market Size of Global BTK Inhibitors Market 2014 - 2030E (Billion USD) Historical and Forecasted Market Size of China BTK Inhibitors Market 2017 - 2030E (Billion USD) 0.0 0.0 0.1 0.2 0.4 0.6 0.9 1.1 1.3 1.3 1.4 1.5 1.6 1.6 ’20 - ’26 CAGR ~15% ’20 - ’26 CAGR ~37%

 


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