Ziyi Chen's questions to Beigene Ltd (ONC) leadership • Q4 2024
Question
Ziyi Chen of Goldman Sachs & Co. inquired about patient and physician preferences between fixed-duration and continuous BTK therapies in frontline CLL. She also asked about the potential impact of a fixed-duration combo on the franchise's sales, given the shorter treatment time.
Answer
CEO John Oyler argued that current fixed-duration options are underwhelming compared to continuous BRUKINSA. He positioned BeiGene's own sonrotoclax-BRUKINSA combo as a superior future option that could capture the half of the market not on continuous therapy. He also noted that even with fixed-duration treatments, a substantial relapsed/refractory market will remain, ensuring franchise durability.