BeiGene Forecasts 2026 Revenue of RMB 43.6–45.2 Billion; Pfizer Terminates CD47 Pipeline
BeOne
Developer of Molecular Targeted and Immune Anti-Tumor Drugs
SiranBio
Innovative siRNA Drug Developer
GSK China
Pharmaceutical Manufacturer
GenSci
Gene Engineering Pharmaceutical and Growth Hormone Producer
Amino Observation - Original Production by the Innovative Drug Team
Author | Huang Kai
BeOne Medicines' Performance Shines.
On May 6, BeOne Medicines released its first-quarter report. In the first quarter of 2026, the company achieved a total operating revenue of 10.544 billion yuan, a year-on-year increase of 31%; the net profit attributable to shareholders was 1.608 billion yuan, turning losses into profits year on year.
The company expects its operating revenue in 2026 to be between 43.6 billion yuan and 45.2 billion yuan, mainly driven by the leading position of Brukinsa® in the U.S. market and its continuous expansion in Europe and other key global markets.
Pfizer cuts its losses.
On May 5, Pfizer announced in its Q1 financial report that it had terminated maplirpacept, the last CD47 inhibitor acquired from Trillium. Coupled with the previously discontinued ontoracept in 2025, this means that both CD47 drug candidates Pfizer gained from the $2.3 billion acquisition of Trillium in 2021 have now completely failed.
Another domestically produced innovative drug goes global.
On May 6, SiranBio announced that it had entered into a global exclusive license agreement with GSK China for the small interfering RNA (siRNA) oligonucleotide SA030 (excluding mainland China, Hong Kong, Macao, and Taiwan). SiranBio will lead the clinical development of SA030 until the completion of Phase I clinical trials. After that, GSK China will assume responsibilities for development, regulatory submissions, and commercialization outside mainland China, Hong Kong, Macao, and Taiwan.
In the past day, what hot topics in the pharmaceutical markets at home and abroad are worth paying attention to? Let Amino take you to explore.
/ 01 /
Market Express
1) SiranBio's siRNA Drug BD Goes Overseas
On May 6, SiranBio announced that it had entered into a global exclusive license agreement with GSK China for the small interfering RNA (siRNA) oligonucleotide SA030 (excluding mainland China, Hong Kong, Macao, and Taiwan). SiranBio will lead the clinical development of SA030 until the completion of Phase I clinical trials. After that, GSK China will assume responsibilities for development, regulatory submissions, and commercialization outside mainland China, Hong Kong, Macao, and Taiwan.
/ 02 /
Capital Information
1) BeOne Medicines expects revenue of 43.6 billion to 45.2 billion yuan in 2026
On May 6, BeOne Medicines released its Q1 financial report. In the first quarter of 2026, the company achieved a total operating revenue of 10.544 billion yuan, representing a year-on-year increase of 31%; net profit attributable to shareholders was 1.608 billion yuan, turning losses into profits year-on-year. The company expects its total revenue for 2026 to be between 43.6 billion yuan and 45.2 billion yuan, mainly driven by the leading position of Brukinsa® in the U.S. market and its continued expansion in Europe and other key global markets.
/ 03 /
Pharmaceutical News
1) GenSci's Fuxinqi Badiantumab Injection Approved for Marketing
On May 6, GenSci announced that Fuxinqi Monoclonal Antibody Solution had been recently approved for marketing in China. It is indicated for adult patients with acute gouty arthritis flares who are contraindicated, intolerant, or lack efficacy to non-steroidal anti-inflammatory drugs and/or colchicine, as well as those unsuitable for repeated use of steroid hormones. Compared with the powder formulation, this upgraded solution eliminates the need for reconstitution and preparation, offering greater convenience of use and potentially improving patient compliance.
2) China Resources Tianqing's Global First CDK2/4/6 Inhibitor Approved for First-Line Indication
On May 6, Chia Tai Tianqing announced that its self-developed world's first CDK2/4/6 inhibitor, Cumulix Capsule, received NMPA approval for use in combination with fulvestrant as the initial treatment for patients with locally advanced or metastatic breast cancer that is hormone receptor (HR) positive and human epidermal growth factor receptor 2 (HER2) negative. This marks the second approved indication for Cumulix Capsule.
/ 04 /
Overseas Pharmaceutical News
1) After 4 months on the market, the cumulative number of prescriptions for Wegovy pills has exceeded 2 million.
On May 6, Novo Nordisk announced its Q1 performance for 2026, with strong sales of oral GLP-1. The Wegovy pill received FDA approval for market launch in December 2025 and was commercially launched in the U.S. on January 5 this year. As of April 17 this year, the weekly prescription volume reached approximately 270,000; cumulative prescriptions in Q1 amounted to about 1.3 million, with a total accumulated prescription volume exceeding 2 million, making it the fastest-growing oral GLP-1 drug in the U.S. market.
2) Madrigal Introduces PNPLA3 siRNA
On May 5, Madrigal announced the acquisition of Arrowhead's PRPLA3 siRNA new drug ARO-PNPLA3, further strengthening its MASH pipeline.
3) Pfizer Cuts CD47 Pipeline
On May 5, Pfizer announced in its Q1 financial report that it had terminated maplirpacept, the last CD47 inhibitor from the Trillium acquisition. This follows the discontinuation of ontoracept in 2025. This means that both CD47 candidate drugs acquired by Pfizer in its $2.3 billion acquisition of Trillium in 2021 have now been declared failures.
PS: Welcome to scan the QR code below to add the WeChat ID of Anji Jun for communication.
