Industry Notes

Industry Notes / Pharma / Chapter 8 of 20 · Pie

BeOne sells in the US itself

One of the few that keeps the product profit

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Share of product revenue
  • Brukinsa74% · 74%
  • Other products26% · 26%

Brukinsa is about 74% of product revenue, and the US is the largest market. The risk is concentration, and whether another drug takes over.

Source：百济神州 / BeOne Medicines 2025 年报、2026 半年报 / Q2 公告

Research notes, not investment advice.