Narrative updates are currently in beta.

Back to narrative

Oncology Trials And Global Expansion Will Unlock Future Markets

ONC
ONC
AnalystConsensusTarget
Not Invested
Published 24 Apr 2025

Update shared on08 Aug 2025

Fair value Increased 0.024%
Previous
AnalystConsensusTarget's Fair Value
US$357.27
10.1% undervalued intrinsic discount
15 Aug
US$321.36
Loading
1Y
65.1%
7D
11.5%

With both revenue growth and net profit margin expectations remaining essentially unchanged, analysts have maintained BeOne Medicines’ fair value at a consensus price target of $357.18.


What's in the News


  • BeOne Medicines raised 2025 revenue guidance to $5.0–$5.3 billion, now expecting positive GAAP operating income.
  • TEVIMBRA (tislelizumab) received European Commission approval for first-line treatment of metastatic/recurrent nasopharyngeal carcinoma (NPC), and CHMP positive opinion for non-small cell lung cancer (NSCLC) in combination therapy; approvals expand reach to 46 countries with over 1.5 million patients treated globally.
  • European approval recommended for new, sustainable tablet formulation of BRUKINSA (zanubrutinib), which has become the BTK inhibitor market leader in the U.S. for CLL; global program surpasses 7,100 patients and 75 markets.
  • Global development progress in next-generation hematology assets, including strong Phase 1/3 data for BCL2 inhibitor sonrotoclax (ORR up to 96%) and BTK degrader BGB-16673 (ORR up to 93.8%) in heavily pretreated B-cell malignancies; BGB-16673 also received EMA PRIME, orphan drug, and US FDA Fast Track Designations.
  • BeOne completed redomiciliation to Switzerland, appointed Ernst & Young AG as Swiss statutory auditor, and is advancing a robust oncology pipeline of over 40 clinical/commercial assets, supported by significant investment in R&D and global infrastructure.

Valuation Changes


Summary of Valuation Changes for BeOne Medicines

  • The Consensus Analyst Price Target remained effectively unchanged, at $357.18.
  • The Consensus Revenue Growth forecasts for BeOne Medicines remained effectively unchanged, moving only marginally from 18.2% per annum to 18.4% per annum.
  • The Net Profit Margin for BeOne Medicines remained effectively unchanged, moving only marginally from 17.54% to 17.50%.

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.