Loading...
ONC logo

BeOne Medicines AGNasdaqGS:ONC Aktienübersicht

Marktkapitalisierung US$33.0b
Aktienkurs
US$308.74
US$408.32
24.4% unterbewertet intrinsischer Abschlag
1Y30.6%
7D-2.5%
Wert des Portfolios
Siehe

BeOne Medicines AG

NasdaqGS:ONC Lagerbericht

Marktkapitalisierung: US$33.0b

BeOne Medicines (ONC) Aktienübersicht

Die BeOne Medicines AG, ein Onkologieunternehmen, beschäftigt sich mit der Entdeckung und Entwicklung verschiedener Behandlungen für Krebspatienten in den Vereinigten Staaten, China, Europa und international. Mehr Details

ONC grundlegende Analyse
Schneeflocken-Punktzahl
Bewertung3/6
Künftiges Wachstum5/6
Vergangene Leistung3/6
Finanzielle Gesundheit5/6
Dividenden0/6

ONC Community Fair Values

Create Narrative

See what 34 others think this stock is worth. Follow their fair value or set your own to get alerts.

BeOne Medicines AG Wettbewerber

Preisentwicklung & Leistung

Zusammenfassung der Höchst- und Tiefststände sowie der Veränderungen der Aktienkurse für BeOne Medicines
Historische Aktienkurse
Aktueller AktienkursUS$308.74
52-Wochen-HochUS$385.22
52-Wochen-TiefUS$234.80
Beta0.50
1 Monat Veränderung-2.93%
3 Monate Veränderung-12.90%
1 Jahr Veränderung30.55%
3 Jahre Veränderung30.55%
5 Jahre Veränderung-10.97%
Veränderung seit IPO990.18%

Aktuelle Nachrichten und Updates

Analyseartikel May 08

Results: BeOne Medicines AG Beat Earnings Expectations And Analysts Now Have New Forecasts

As you might know, BeOne Medicines AG ( NASDAQ:ONC ) just kicked off its latest quarterly results with some very strong...

Recent updates

Analyseartikel May 08

Results: BeOne Medicines AG Beat Earnings Expectations And Analysts Now Have New Forecasts

As you might know, BeOne Medicines AG ( NASDAQ:ONC ) just kicked off its latest quarterly results with some very strong...
Narrativ-Update Apr 30

ONC: Hematology Leadership And 2026 Pipeline Readouts Will Re Rate Shares

BeOne Medicines' updated analyst price target reflects a modest adjustment, with fair value moving by about $1 per share as analysts balance slightly higher revenue and profit margin assumptions with a lower future P/E multiple following recent target changes and mixed rating updates across the Street. Analyst Commentary Recent research updates on BeOne Medicines show a mix of views, but there is a clear cluster of bullish analysts who see support for the current valuation and room for further upside based on execution around core products and the pipeline.
Narrativ-Update Apr 16

ONC: Hematology Strength And Slower Pipeline Progress Will Shape Fairly Valued Shares

The updated analyst price target for BeOne Medicines shifts to $336 from $321, as analysts factor in slightly higher modeled revenue growth, profit margins, and future P/E assumptions, alongside mixed recent research that includes both trims and increases in published targets. Analyst Commentary Recent research around BeOne Medicines reflects a mix of enthusiasm for its core hematology asset and a more cautious reset on what investors should pay for that story.
Narrativ-Update Apr 02

ONC: Hematology Pipeline Strength And Upcoming Data Readouts Will Drive Future Upside

BeOne Medicines' analyst price target has been nudged higher to reflect a fair value estimate of about $408, as analysts balance slightly softer long term growth and margin assumptions with ongoing confidence in Brukinsa and the broader hematology pipeline, including support from several recent target hikes and one downgrade to Hold. Analyst Commentary Bullish Takeaways Bullish analysts highlight Brukinsa as a core value driver, treating it as one of the stronger hematology assets and a key pillar supporting current fair value estimates in the low $400s.
Narrativ-Update Mar 19

ONC: Hematology Franchise Strength And Pipeline Readouts Will Re Rate Shares

BeOne Medicines' updated analyst price target has moved lower, reflecting a reduced fair value estimate to $478.80 as analysts factor in more moderate revenue growth, slimmer profit margins, a slightly higher discount rate, and a higher future P/E multiple. This multiple is anchored by strong Brukinsa performance but a slower build for the next wave of assets.
Narrativ-Update Mar 04

ONC: Brukinsa Reliance And Hematology Pipeline Will Shape Fairly Valued Shares

The analyst price target for BeOne Medicines has been nudged higher by about $13 to align with a fair value update to roughly $321. Analysts are factoring in Q4 results, ongoing Brukinsa performance, and a higher future P/E assumption, alongside slightly more conservative revenue growth and profit margin inputs.
Narrativ-Update Feb 18

ONC: Hematology Pipeline Hype Will Pressure Shares If Execution Slips

Analysts have raised their price targets on BeOne Medicines by $9, citing a pipeline they view as underappreciated by the market and supporting that view with updated assumptions regarding growth, profitability, and valuation multiples. Analyst Commentary Recent research has centered on how fully the market is pricing BeOne Medicines' drug pipeline and long term earnings power into the current share price.
Narrativ-Update Feb 04

ONC: Hematology And Solid Tumor Pipeline Progress Will Drive Future Upside

Analysts lifted their price target for BeOne Medicines to about $404, up roughly $3, citing increased conviction in the value of its hematology and solid tumor pipeline, which is reflected in a slightly higher assumed future P/E multiple. Analyst Commentary Recent research updates on BeOne Medicines cluster around a similar theme: bullish analysts are raising price targets and citing comfort with both the hematology and solid tumor franchises, while also highlighting execution risks that investors should keep in mind.
Narrativ-Update Jan 21

ONC: Hematology Franchise And Oncology Pipeline Are Expected To Re Rate Shares

Analysts have lifted their price targets on BeOne Medicines into the low US$400s, and our fair value estimate has edged up to about US$508 as they highlight what they see as underappreciation of the pipeline, the potential for best in class hematology assets, and additional upside from oncology trial updates. Analyst Commentary Recent Street research on BeOne Medicines has tilted clearly positive, with a series of price target increases into the low US$400s range and at least one rating upgrade.
Narrativ-Update Jan 07

ONC: Fair View Balances Blood Cancer Progress With Gastroesophageal Cancer Opportunity

The analyst price target for BeOne Medicines has moved higher to reflect a fair value estimate of $292.03, with analysts pointing to stronger modeled revenue growth and profit margins, supported by recent Street research around Brukinsa performance, Ziihera phase III progress in HER2-positive GEA with Tevimbra, and continued confidence in the CLL and solid tumor pipeline. Analyst Commentary Recent Street research on BeOne Medicines has generally pointed to constructive views on the company’s core franchises, with several price targets adjusted higher alongside updates on Brukinsa, sonrotoclax, and the broader CLL and solid tumor pipeline.
Narrativ-Update Dec 14

ONC: Priority Review And Trial Progress Will Drive Future Upside Momentum

Analysts have nudged their blended price target for BeOne Medicines up by about $3 to roughly $402, citing stronger confidence in the chronic lymphocytic leukemia and solid tumor pipelines, recent Ziihera and Tevimbra data, and repeated quarterly beats that support steadily improving margins despite a slightly higher discount rate. Analyst Commentary Bullish analysts point to a broad set of recent price target hikes in the high $380s to low $420s range as evidence that the market is re-rating BeOne Medicines higher on both execution and pipeline visibility.
Narrativ-Update Nov 29

ONC: Priority Review And Trial Updates Will Drive Momentum Amid Sector Risks

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.
Narrativ-Update Nov 15

ONC: Pipeline Data And Conference Updates Will Shape Outlook Amid Sector Risks

Analysts have increased their fair value estimate for BeOne Medicines to $395.37 from $382.29, citing strong quarterly results as well as an improved outlook for key therapies and pipeline advancements. Analyst Commentary Bullish analysts emphasized several positive trends in BeOne Medicines' recent performance and outlook, resulting in a series of raised price targets and continued positive ratings.
Analyseartikel Nov 14

We Think BeOne Medicines' (NASDAQ:ONC) Profit Is Only A Baseline For What They Can Achieve

Even though BeOne Medicines AG's ( NASDAQ:ONC ) recent earnings release was robust, the market didn't seem to notice...
Narrativ-Update Nov 01

ONC: Pivotal Oncology Trial Data Will Drive Future Upside Momentum

BeOne Medicines' fair value price target has risen modestly by $1.20 to $382.29. Analysts cite increased confidence in peak sales for sonrotoclax and the company's broadly advancing oncology pipeline as key drivers for the upward adjustment.
Narrativ-Update Oct 17

Oncology Trials And Global Expansion Will Unlock Future Markets

Analysts have raised their fair value price target for BeOne Medicines from $372.97 to $381.09. They cite accelerating revenue growth, an improved profit margin outlook, and positive pivotal trial catalysts as reasons for their more optimistic projections.
Seeking Alpha Oct 14

BeOne Medicines: Sonrotoclax Could Set Next Stage Of Growth For Hematology Pipeline

Summary BeOne Medicines AG earns a Strong Buy rating, driven by robust growth of BTK inhibitor BRUKINSA and pipeline progress. BRUKINSA posted 49% year-over-year Q2 2025 revenue growth to $950 million, solidifying ONC's hematology market leadership. Sonrotoclax, a potential best-in-class BCL2 inhibitor for r/r MCL, achieved positive phase 1/2 results and FDA Breakthrough Therapy Designation. The global mantle cell lymphoma treatment market size in the 7 major markets is projected to reach $3.2 billion by 2035. Read the full article on Seeking Alpha
Narrativ-Update Oct 03

Oncology Trials And Global Expansion Will Unlock Future Markets

Analysts have increased their fair value price target for BeOne Medicines by approximately $5 to $372.97. They cite robust Q2 sales growth, encouraging pipeline developments, and upward revisions to revenue forecasts as reasons for the adjustment.
Narrativ-Update Sep 18

Oncology Trials And Global Expansion Will Unlock Future Markets

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.
Narrativ-Update Sep 03

Oncology Trials And Global Expansion Will Unlock Future Markets

The consensus analyst price target for BeOne Medicines was raised to $363.30, primarily driven by strong Brukinsa Q2 sales, improved forward revenue guidance, and ongoing pipeline progress. Analyst Commentary Bullish analysts cite robust Q2 sales growth, particularly from Brukinsa in the US and EU, as the main driver for upward price target revisions.
Narrativ-Update Aug 08

Oncology Trials And Global Expansion Will Unlock Future Markets

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.
User avatar
Neues Narrativ Apr 24

US Facility And Phase III Trials Will Expand Markets

Expansion of manufacturing capabilities and global market presence aims to boost revenue and market share, particularly in B-cell malignancies.
Seeking Alpha Feb 28

BeiGene: Q4 Results Impress With Positive Earnings Expected In 2025

Summary BeiGene is a BUY due to Tevimbra's approval and Brukinsa's growing sales, leading to anticipated positive earnings in 2025. Q4 and full-year 2024 revenues surged to $1.1B and $3.8B respectively, with a 78% and 55% increase, positioning BeiGene for profitability. BeiGene announced a name change to BeOne Medicines, transitioning from historical losses to profitability, and potentially attracting new buyers. Despite higher valuation, BeiGene's strong performance and imminent profitability make ONC stock a BUY, supported by robust 12-month sales guidance.  My 12-month price target is $305/share. Read the full article on Seeking Alpha

Aktionärsrenditen

ONCUS BiotechsUS Markt
7D-2.5%-4.9%-1.0%
1Y30.6%28.1%23.3%

Rendite im Vergleich zur Industrie: ONC übertraf die Branche US Biotechs , die im vergangenen Jahr eine Rendite von 28.1 erzielte.

Rendite vs. Markt: ONC übertraf den Markt US, der im vergangenen Jahr eine Rendite von 23.3 erzielte.

Preisvolatilität

Is ONC's price volatile compared to industry and market?
ONC volatility
ONC Average Weekly Movement5.6%
Biotechs Industry Average Movement10.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

Stabiler Aktienkurs: ONC hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.

Volatilität im Zeitverlauf: ONCDie wöchentliche Volatilität (6%) ist im vergangenen Jahr stabil geblieben.

Über das Unternehmen

GegründetMitarbeiterCEOWebsite
201012,000John Oylerbeonemedicines.com

BeOne Medicines AG, ein Onkologieunternehmen, erforscht und entwickelt verschiedene Behandlungen für Krebspatienten in den Vereinigten Staaten, China, Europa und international. Zu den kommerziellen Produkten des Unternehmens gehören BRUKINSA, ein niedermolekularer Inhibitor der Bruton-Tyrosinkinase (BTK) zur Behandlung verschiedener Blutkrebsarten; TEVIMBRA, eine Anti-PD-1-Antikörper-Immuntherapie zur Behandlung verschiedener solider Tumore und Blutkrebsarten; SYLVANT für die Behandlung erwachsener Patienten mit multizentrischer Castleman-Krankheit; BAITUOWEI für Patienten mit BC bei prä- und perimenopausalen Frauen und Krebs; und PARTRUVIX für die Behandlung verschiedener solider Tumore. Zu den Produkten in der klinischen Phase gehören Sonrotoclax BGB-11417, ein niedermolekularer Bcl-2-Inhibitor; BGB-16673, eine chimäre BTK-Abbauaktivierungsverbindung, die gegen Wildtyp und mutierte BTK wirkt; BG-60366, ein auf den EGFR abzielender CDAC; BG-89894 (SYH2039), ein MAT2A-Inhibitor; BGB-58067, ein MTA-kooperativer PRMT5-Inhibitor; BG-T187 und BG-C0902, ein trispezifischer Anti-EGFRxMET-Antikörper; BGB-26808, ein HPK-1-Inhibitor; BGB-C354, ein Anti-B7H3-ADC; Zanidatamab, ein bispezifischer HER2-Antikörper; BG-C137, ein Anti-FGFR2b-ADC; BGB-53038, ein Pan-KRAS-Inhibitor; BGB-B2033, ein bispezifischer Anti-GPC3x4-1BB-Antikörper; BGB-B3227, ein bispezifischer Anti-MUC1xCD16A-Antikörper; BG-C477, ein Anti-CEAADC; BGB-43395, ein CDK4-Inhibitor; BG-68501, ein CDK2-Inhibitor; BG-C9074, ein Anti-B7H4-ADC; BGB-21447, ein Bcl-2-Inhibitor; und BGB-45035, ein auf IRAK4 abzielender CDAC.

BeOne Medicines AG's Grundlagenzusammenfassung

Wie verhalten sich die Erträge und Einnahmen von BeOne Medicines im Vergleich zum Marktanteil des Unternehmens?
ONC grundlegende Statistiken
MarktanteilUS$33.02b
Gewinn(TTM)US$513.02m
Umsatz(TTM)US$5.74b
66.9x
Kurs-Gewinn-Verhältnis
6.0x
Kurs-Umsatz-Verhältnis

Erträge & Einnahmen

Wichtige Rentabilitätsstatistiken aus dem letzten Ergebnisbericht (TTM)
ONC Gewinn- und Verlustrechnung (TTM)
EinnahmenUS$5.74b
Kosten der EinnahmenUS$670.75m
BruttogewinnUS$5.07b
Sonstige AusgabenUS$4.56b
GewinnUS$513.02m

Zuletzt gemeldete Gewinne

Mar 31, 2026

Datum des nächsten Gewinnberichts

k.A.

Gewinn per Aktie (EPS)4.61
Bruttomarge88.31%
Nettogewinnspanne8.94%
Schulden/Eigenkapital-Verhältnis22.7%

Wie hat sich ONC auf lange Sicht entwickelt?

Historische Performance und Vergleiche

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/20 03:02
Aktienkurs zum Tagesende2026/05/20 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

BeOne Medicines AG wird von 69 Analysten beobachtet. 36 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Tianli WenAletheia Analyst Network Limited
Brian SkorneyBaird
Peter LawsonBarclays