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BeiGene, Ltd. (ONC) Q4 2024 Earnings Call Transcript Summary
BeiGene Shares Are Trading Higher After the Company Reported Better-than-expected Q4 Financial Results.
Star Evening Report | BEIGENE expects revenue of 35.2-38.1 billion yuan in 2025. Huazhu High-Tech Shareholders intend to reduce their Shareholding by no more than 2%.
① Two departments: Increase financial support for charging infrastructure. ② Zhejiang is piloting the use of quadrupedal robots in the civil aviation sector for the first time. ③ Lei Jun: R&D investment is expected to reach 30 billion yuan by 2025.
Goldman Sachs' research throws cold water on the situation: the turning point for humanoid robot technology remains unclear, and meaningful applications will take at least another five years!
Goldman Sachs believes that the humanoid robot H1 has only 19 degrees of freedom, making it still unable to handle complex and detailed tasks. At least in the next 2-3 years, it will be difficult for humanoid robots to achieve the same work efficiency as human workers. Meaningful applications are not expected for another 5-10 years.
BEIGENE's revenue grew by 56.2% in 2024, with Global research and development accelerating | Earnings Reports insights.
Thanks to the sales growth of the core products Baiyueze (Zebutinib capsules) and Baizean (Trelelimumab), BEIGENE's total operating revenue for the year 2024 reached 27.214 billion yuan, with losses narrowing compared to the same period last year.
The wave of AI in Medical is sweeping: the potential of the macromolecule new drug market is highlighted and imaging products are "going overseas" into Emerging Markets | Focus
① Some executives from pharmaceutical companies have stated that "currently, the discovery of small molecule drugs is very challenging; finding potential molecules and structures is already quite difficult, while there is still significant potential in the discovery and design of large molecule new drugs." ② Currently, the application maturity of AI technology in the imaging field is relatively high, and relevant manufacturers have revealed that the market potential for AI imaging large models in Belt and Road Initiative Concept countries is quite extensive.