Update shared on18 Sep 2025
Fair value Increased 1.20%BeOne Medicines’ consensus price target was raised to $367.68, reflecting analyst optimism driven by robust sales growth, positive pipeline updates, profitability, and increased revenue guidance.
Analyst Commentary
- Bullish analysts highlight BeOne Medicines’ broad oncology pipeline and upcoming pivotal data readouts—specifically BTK inhibitor data in mantle cell lymphoma and PD1 inhibitor/anti-HER2 combination results in gastroesophageal cancer—as key drivers for durable growth.
- Upward price target revisions are attributed to robust Q2 sales growth, notably from Brukinsa in the U.S. and EU.
- Several analysts cite GAAP profitability, driven by strong performance from Tisle, Amgen-partnered products, and effective operating expense control.
- Revenue estimates for 2025–2027 have been raised following stronger-than-expected results and increased management guidance.
- Pipeline updates, including anticipated approvals for Sonrotoclax (2026) and BGB16673 (2027), lead to bullish sentiment with suggestions that consensus sales estimates may be conservative.
What's in the News
- Positive topline Phase 1/2 results for sonrotoclax (BCL2 inhibitor) in relapsed/refractory mantle cell lymphoma; primary and secondary endpoints met, safety was manageable; FDA and global submissions planned; Phase 3 MCL trial ongoing; FDA granted Orphan Drug and Fast Track Designations.
- European Commission approved TEVIMBRA (tislelizumab) with platinum chemotherapy as neoadjuvant, followed by monotherapy as adjuvant, for resectable NSCLC at high risk of recurrence, based on Phase 3 RATIONALE-315; TEVIMBRA now approved in 47 markets.
- Agreement to sell royalty rights (ex-China) on Amgen’s IMDELLTRA (tarlatamab-dlle) to Royalty Pharma for up to $950 million, with additional rights/options and continued collaboration on other assets; IMDELLTRA approved in the U.S. for ES-SCLC and in late-stage development for further SCLC indications.
- European Commission approved new film-coated tablet formulation of BRUKINSA (zanubrutinib) for all approved indications, offering reduced pill burden and improved patient convenience.
- Updated 2025 guidance: Revenue expected at $5.0–$5.3 billion versus prior $4.9–$5.3 billion; positive GAAP operating income expected for the year.
Valuation Changes
Summary of Valuation Changes for BeOne Medicines
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $363.30 to $367.68.
- The Future P/E for BeOne Medicines remained effectively unchanged, moving only marginally from 44.04x to 44.44x.
- The Net Profit Margin for BeOne Medicines remained effectively unchanged, moving only marginally from 17.51% to 17.55%.
Disclaimer
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