US · Healthcare · Biotechnology
EPS came in at 3.64 against a street estimate of 2.34 — a beat of 55.6%.
Analysts rate BeOne Medicines AG a strong buy (26 buy, 1 hold, 0 sell out of 27) with an average price target of $437.57.
CONFIDENT BeOne posted 30% revenue growth to $1.7B, raised FY26 guidance by $300M on BRUKINSA momentum and favorable duration data. Pipeline inflection underway with BEQALZI approval, MANGROVE chemo-free MCL win, and 5 solid tumor programs advancing to pivotal stage. Q2 2026 U.S. driven by BRUKINSA strength and new patient starts. China maintained leadership in TEVIMBRA/BRUKINSA; FX added 7% reported growth (renminbi strength). Europe strongest growth driver at +37%. Rest of World doubled on Japan, Brazil momentum. Analysts pressed competitive dynamics (Acala, Pirto) and long-term durability; management emphasized 6-year BRUKINSA PFS (70% unmutated IGHV) vs. fixed-duration competitors (40s) and lack of comparable Pirto long-term data. CELESTIAL-301 uMRD miss deflected to PFS primary endpoint and historical VO data interpretation. Tacabrutideg and PRMT5/CEA near-term catalysts (Q4 AA, ESM…
Full summary in the app.
| Fund | Stake |
|---|---|
| Baker Bros Advisors LP | 7.74% |
| PRIMECAP Management Company | 4.40% |
| Capital Research & Mgmt Co - Division 3 | 3.70% |
| FMR Inc | 2.18% |
| Capital World Investors | 1.98% |
| Citadel Advisors Llc | 1.25% |
| Temasek Holdings Ltd. | 0.74% |
| T. Rowe Price Associates, Inc. | 0.67% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • For the three months ended September 30, 2026, total revenue was $1,889,815 thousand, up from $1,412,284 thousand in the same peri | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 total revenue was $1,889,815, up 34% from $1,412,284 in Q3 2025. • Nine-month 2026 revenue was $5,108,324, up 33% from $ | 2026-11-05 |
| Results announced · Q3 2026 BEONE MEDICINES LTD. - INTERIM REPORT SUMMARY (H1 2026) HEADLINE NUMBERS • Total R&D expenses for six months ended June 30, 2026: $1,153.5 million ( | 2026-08-26 |
| Quarterly report · Q2 2026 BEONE MEDICINES LTD. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total revenues (six months ended June 30, 2026): $3,218.5 million, up 32.4% vs. $2,43 | 2026-08-05 |
| Results announced · Q3 2026 BEONE MEDICINES Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total global revenues: $1.7 billion for Q2 2026, up 30% year-over-year • Product revenue | 2026-08-05 |
| Company announcement · Q2 2026 BEONE MEDICINES LTD. - DOCUMENT SUMMARY HEADLINE NUMBERS • Company concluded a statutory tax audit in China with settlement requiring income tax pay | 2026-06-26 |
| Board / officer change · Q2 2026 BEONE MEDICINES LTD. - 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held June 11, 2026 with 1,061,026,909 ordinary shares represented (73.36% of 1, | 2026-06-11 |
| Quarterly report · Q1 2026 BEONE MEDICINES LTD. — Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total revenues Q1 2026: $1,513.4 million vs. $1,117.3 million Q1 2025 (+35.4%) • Prod | 2026-05-06 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.