Pharma BD Deal Intelligence

Novartis AG / BeiGene Ltd.

2021 · Licensing/Option · $2.2B · Terminated

WRONG BY 31 POINTS
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The coverage arc

Jan 11, 2021 BeiGene Press Release Bullish

BeiGene and Novartis announced a collaboration and license agreement for the development, manufacturing and commercialization of tislelizumab, BeiGene's…

Mar 15, 2021 BeiGene 2020 Annual Report (Form 20-F) Bullish

In January 2021, BeiGene entered into a collaboration and license agreement with Novartis for the development, manufacturing and commercialization of…

May 27, 2025 SEC EDGAR - BeOne Medicines Ltd. (CIK 0001651308) Neutral

BeiGene, Ltd. completed its corporate redomiciliation from the Cayman Islands to Switzerland and renamed to BeOne Medicines Ltd., effective May 27,…

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Novartis obtained ex-China development and commercialization rights to tislelizumab, BeiGene's anti-PD-1 monoclonal antibody, for $650 million upfront plus up to $1.55 billion in regulatory and sales milestones. BeiGene retained rights in China and other countries. Novartis terminated the partnership in 2023 citing a 'changing PD-1 landscape' and returned all rights to BeiGene. BeiGene subsequently self-launched tislelizumab globally as Tevimbra, winning successive FDA approvals it now holds outright: second-line ESCC (March 2024), first-line HER2-negative gastric/GEJ adenocarcinoma (December 2024), and first-line PD-L1-positive ESCC (2025), alongside earlier EU approvals. In May 2025 the former counterparty renamed itself BeOne Medicines Ltd. and redomiciled to Switzerland. The termination thesis has held: the asset Novartis walked away from has continued a successful independent global launch.

Key facts

Related deals — scored

DealYearValueOutcome
Novartis AG / BeiGene Ltd. (this deal)2021$2.2B40
Novartis AG / Advanced Accelerator Applications S.A.2017$3.9B98
Novartis AG / Endocyte, Inc.2018$2.1B96
Novartis AG / Lek Pharmaceuticals d.d.2002$876M88
Novartis AG / GlaxoSmithKline plc2014$16.0B81
Novartis AG / PTC Therapeutics Inc.2024$2.9B80
Novartis AG / Chinook Therapeutics Inc.2023$3.5B78

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