Update shared on 29 Nov 2025
Fair value Increased 0.82%BeOne Medicines’ analyst price target has edged up from $395 to $399, as analysts point to key clinical updates and solid quarterly performance as catalysts for incremental upside.
Analyst Commentary
Recent research notes from Street analysts highlight both strengths and risks for BeOne Medicines as the company navigates pivotal clinical developments and posts strong financial results.
Bullish Takeaways
- Bullish analysts continue to raise price targets for BeOne Medicines, citing strong quarterly performance and pipeline advancements as clear drivers for further upside in valuation.
- Updates from late-stage trials, such as the Ziihera phase III HORIZON-GEA, have paved the way for potential first-line approvals in combination therapies. This reinforces the company’s ability to expand into new markets.
- Management’s confidence in delivering best-in-class therapies for chronic lymphocytic leukemia and advancing a diverse solid tumor pipeline is viewed as critical for sustained long-term growth.
- Revenue from Brukinsa consistently exceeds expectations, with increased guidance and new data anticipated at upcoming conferences. This bolsters the outlook for continued execution.
Bearish Takeaways
- Bearish analysts express caution regarding the reliance on upcoming pivotal data readouts and regulatory milestones. These introduce execution risk and could impact share performance if expectations are not met.
- While recent clinical updates are promising, limited detail on data from key trials and dependency on future submissions present uncertainties about timing and competitive positioning.
- The company’s expanding pipeline and aggressive pace create the potential for operational complexity and resource allocation challenges. These factors could affect near-term profitability and growth targets.
What's in the News
- The U.S. Food and Drug Administration granted Priority Review to BeOne's New Drug Application for sonrotoclax in relapsed or refractory mantle cell lymphoma, following positive clinical results and a manageable safety profile. (Key Developments)
- Results from the Phase 3 HERIZON-GEA-01 trial showed that ZIIHERA (zanidatamab) in combination with chemotherapy provided significant improvements in progression-free and overall survival for HER2-positive advanced gastroesophageal adenocarcinoma. (Key Developments)
- BeOne raised its full-year 2025 revenue guidance to a range of $5.1 billion to $5.3 billion, up from previous guidance. (Key Developments)
- Pivotal Phase 3 trial data for TEVIMBRA (tislelizumab) confirmed durable survival benefits for patients with certain lung cancers, with updates presented at ESMO 2025 in Berlin. (Key Developments)
- A legal victory resolved litigation with Pharmacyclics after the invalidation of a key patent, allowing BeOne to move forward without restriction. (Key Developments)
Valuation Changes
- Fair Value has risen slightly from $395.37 to $398.60, reflecting incremental improvements in projected fundamentals.
- Discount Rate increased from 6.66% to 6.74%. This indicates a modest adjustment in perceived risk or cost of capital.
- Revenue Growth forecast fell marginally from 17.34% to 17.26%. This suggests a slightly more cautious view on top-line expansion.
- Net Profit Margin declined from 19.83% to 19.36%, pointing to reduced expectations for earnings efficiency in future periods.
- Future P/E ratio climbed from 37.05x to 38.42x, highlighting a higher implied valuation multiple based on forecasted earnings.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.