BeOne Medicines AG
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About the company
BeOne Medicines AG, an oncology company, engages in discovering and developing various treatments for cancer patients in the United States, China, Europe, and internationally. The company’s commercial stage products include BRUKINSA, a small molecule inhibitor of Bruton’s Tyrosine Kinase (BTK) for the treatment of various blood cancers; TEVIMBRA, an anti-PD-1 antibody immunotherapy for the treatment of various solid tumor and blood cancers; SYLVANT for the treatment of adult patients with multicentric castleman disease; BAITUOWEI for patients with BC in premenopausal and perimenopausal women, and cancer; and PARTRUVIX for the treatment of various solid tumors. Its clinical stage products comprise Sonrotoclax BGB-11417, a small molecule Bcl-2 inhibitor; BGB-16673, a BTK targeting chimeric degradation activation compound active against wild type and mutant BTK; BG-60366, an EGFR-targeted CDAC; BG-89894 (SYH2039), a MAT2A Inhibitor; BGB-58067, an MTA-Cooperative PRMT5 Inhibitor; BG-T187 and BG-C0902, an anti-EGFRxMET trispecific antibody; BGB-26808, a HPK-1 Inhibitor; BGB-C354, an anti-B7H3 ADC; Zanidatamab, a bispecific HER2-targeted antibody; BG-C137, an anti-FGFR2b ADC; BGB-53038, a Pan-KRAS Inhibitor; BGB-B2033, an anti-GPC3x4-1BB bispecific antibody; BGB-B3227, an anti-MUC1xCD16A bispecific antibody; BG-C477, an anti-CEAADC; BGB-43395, a CDK4 Inhibitor; BG-68501, a CDK2 Inhibitor; BG-C9074, an anti-B7H4 ADC; BGB-21447, a Bcl-2 Inhibitor; and BGB-45035, an IRAK4-targeted CDAC.
- CEO
- John V. Oyler
- IPO
- 2016
- Employees
- 12,000
- HQ
- Basel, PA, US
Price Chart
- Market Cap
- $31.81B
- P/E
- 110.38
- P/S
- 7.15
- P/B
- 11.90
- EV/EBITDA
- 45.65
- Div Yield
- 0.00%
- Gross Margin
- 87.17%
- Op Margin
- 11.96%
- Net Margin
- 8.93%
- ROE
- 12.10%
- ROIC
- 7.82%
- Revenue
- $5.34B · 40.23%
- Net Income
- $286.93M · 144.50%
- EPS
- $33.80 · 652.29%
- Op Income
- $447.14M
- FCF YoY
- 240.61%
- 52W High
- $385.22
- 52W Low
- $240.00
- 50D MA
- $289.73
- 200D MA
- $316.07
- Beta
- 0.49
- Avg Volume
- 253.85K
AI snapshot
Six angles, distilled from the data.
The stock is in a long-term recovery phase but still below its 200-day average, so the larger trend remains unfinished. It has rebounded well off the 52-week low of $240 and is working through a broad base after a prior run toward the $385 area.
Street sentiment is firmly constructive: 13 buys and 1 hold with no sells, and the consensus target sits above the market at $399.11. Recent revisions have mostly nudged targets higher, with RBC lifting its target to $436 and several firms reiterating bullish stances.
The next print follows a mixed but improving beat pattern: 4 of the last 7 quarters topped estimates, including a 142.0% EPS beat in the latest reported quarter. Analysts still expect sharp growth, with next-year EPS seen at 9.7133 versus 4.41 TTM, so shareholders should watch execution against elevated expectations.
Recent activity leans to net selling by senior leadership, with multiple discretionary sales from the CEO, COO, R&D head, and general counsel. Two large award entries for Wang Lai and Titus Ball look like compensation-related noise, but the cluster of open-market sales points to cautious insider positioning.
Profitability is solid and improving, led by an 88.3% gross margin, 16.51% operating margin, and 8.94% net margin. Growth is strong too, with revenue up 35.5% year over year and earnings up 169.708%, while free cash flow reached $1.313 billion and the balance sheet holds $2.548 billion in net cash.
ONC stands out as a profitable oncology platform with commercial products and a deep pipeline, which supports a premium setup versus slower-growth biotech peers. The valuation is rich at 66.59x earnings, so the market is paying for continued execution and pipeline conversion.
Recent insider transactions
Who's buying, who's selling, and how much.
| Date | Insider | Type | Shares |
|---|---|---|---|
| Jun 23, 26 | Wu Xiaobin | sell | 1,292 |
| Jun 23, 26 | OYLER JOHN | sell | 1,800 |
| Jun 23, 26 | OYLER JOHN | sell | 1,290 |
| Jun 23, 26 | OYLER JOHN | sell | 320 |
| Jun 23, 26 | Wang Lai | sell | 1,068 |
| Jun 16, 26 | Wu Xiaobin | sell | 1,357 |
| Jun 16, 26 | OYLER JOHN | sell | 1,650 |
| Jun 16, 26 | OYLER JOHN | sell | 1,710 |
| Jun 16, 26 | OYLER JOHN | sell | 333 |
| Jun 16, 26 | Lee Chan Henry | sell | 590 |
Our ONC coverage
Recent articles, reports, and earnings notes.
BeiGene (ONC): BRUKINSA Drives a Profitability Inflection
BeiGene has crossed from cash-burning biotech into a profitable global oncology platform, powered by BRUKINSA’s rapid growth and a strengthening balance sheet. The pipeline still matters, but the investment case now rests on commercial execution and self-funding momentum.
BeOne Medicines Ltd. (ONC) climbs 12.8% on ASCO data
BeOne Medicines Ltd. (ONC) climbs after hours as investors react to fresh ASCO 2026 pipeline data and a bullish analyst target hike. The move reflects growing confidence in the company’s commercial oncology business and its expanding solid-tumor pipeline.
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AI analysis · Last refreshed July 4, 2026 · Live quote · Not investment advice