TD Cowen Analyst's questions to Beigene Ltd (ONC) leadership • Q4 2024
Question
An analyst from TD Cowen asked about the 2025 guidance expectations for TEVIMBRA in the U.S. and EU. They also inquired about the BTK degrader's combination strategy and the company's confidence in moving it into earlier lines of therapy.
Answer
CEO John Oyler noted that TEVIMBRA's U.S. and EU launches are in early stages with a targeted investment approach. Global Head of R&D Lai Wang expressed excitement for all three BTK degrader combinations (with BRUKINSA, sonrotoclax, and a CD20 bispecific), stating they target different indications, with the CD20 combo being particularly promising for indolent lymphomas beyond CLL.