BeOne Medicines Gestion
Gestion contrôle des critères 4/4
Le PDG BeOne Medicines est John Oyler, nommé en Jan2010, a un mandat de 16.42 ans. La rémunération annuelle totale est $ 17.94M, composée du salaire de 6.3% et des bonus 93.7%, y compris les actions et options de la société. détient directement 3.47% des actions de la société, d'une valeur de $ 1.02B. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.9 ans et 5.1 ans.
Informations clés
John Oyler
Directeur général
US$17.9m
Rémunération totale
| Pourcentage du salaire du PDG | 6.31% |
| Durée du mandat du directeur général | 16.4yrs |
| Propriété du PDG | 3.5% |
| Durée moyenne d'occupation des postes de direction | 3.9yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 5.1yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • Jun 06
ONC: Hematology Leadership And Solid Tumor Pipeline Will Drive Future Upside
Analysts have nudged the fair value estimate for BeOne Medicines to about $337 per share, citing higher price targets from several firms as they factor in the recent accelerated approval of sonrotoclax and updated views on the company’s solid tumor pipeline. Analyst Commentary Recent research on BeOne Medicines reflects a mixed set of views.
Mise à jour du récit • May 23
ONC: Hematology Franchise And Upcoming Trial Readouts Will Support Future Upside
Analysts lifted the price target on BeOne Medicines by $3 to $411.51, as updated models reflect the recent FDA accelerated approval for sonrotoclax in relapse and refractory mantle cell lymphoma, along with ongoing combination trials and a higher assumed profit margin that more than offsets slightly lower projected revenue growth and a reduced future P/E multiple. Analyst Commentary Recent research on BeOne Medicines centers on how the first FDA accelerated approval for sonrotoclax and the outlook for Brukinsa affect valuation, growth expectations, and perceived execution risk.Article d’analyse • 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...
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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 AlphaMise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Nouveau récit • 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 AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$513m |
| Dec 31 2025 | US$18m | US$1m | US$287m |
| Sep 30 2025 | n/a | n/a | US$69m |
| Jun 30 2025 | n/a | n/a | -US$178m |
| Mar 31 2025 | n/a | n/a | -US$392m |
| Dec 31 2024 | US$21m | US$1m | -US$645m |
| Sep 30 2024 | n/a | n/a | -US$822m |
| Jun 30 2024 | n/a | n/a | -US$524m |
| Mar 31 2024 | n/a | n/a | -US$784m |
| Dec 31 2023 | US$19m | US$871k | -US$882m |
| Sep 30 2023 | n/a | n/a | -US$976m |
| Jun 30 2023 | n/a | n/a | -US$2b |
| Mar 31 2023 | n/a | n/a | -US$2b |
| Dec 31 2022 | US$18m | US$800k | -US$2b |
| Sep 30 2022 | n/a | n/a | -US$2b |
| Jun 30 2022 | n/a | n/a | -US$2b |
| Mar 31 2022 | n/a | n/a | -US$2b |
| Dec 31 2021 | US$17m | US$740k | -US$1b |
| Sep 30 2021 | n/a | n/a | -US$1b |
| Jun 30 2021 | n/a | n/a | -US$1b |
| Mar 31 2021 | n/a | n/a | -US$1b |
| Dec 31 2020 | US$14m | US$696k | -US$2b |
| Sep 30 2020 | n/a | n/a | -US$2b |
| Jun 30 2020 | n/a | n/a | -US$1b |
| Mar 31 2020 | n/a | n/a | -US$1b |
| Dec 31 2019 | US$13m | US$675k | -US$949m |
Rémunération vs marché: La rémunération totale de John ($USD 17.94M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 14.79M ).
Rémunération et revenus: La rémunération de John a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
John Oyler (58 yo)
16.4yrs
Titularisation
US$17,943,251
Compensation
Mr. John V. Oyler Co-Founded BeOne Medicines Ltd. (formerly known as BeiGene, Ltd.) and has been its Chief Executive Officer since 2010. Mr. Oyler Co-founded BioDuro, LLC and served as its Chief Executive...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Co-Founder | 16.4yrs | US$17.94m | 3.47% $ 1.0b | |
| President and Global Head of Research & Development | less than a year | US$18.32m | 0.15% $ 45.0m | |
| Co-Chairman of Scientific Advisory Board | 16.4yrs | US$4.25m | 0.64% $ 188.9m | |
| Chief Financial Officer | 1.9yrs | US$6.43m | 0.022% $ 6.5m | |
| General Counsel | 3.9yrs | US$5.06m | 0.022% $ 6.5m | |
| VP & Chief Accounting Officer | 2.3yrs | pas de données | 0.0050% $ 1.5m | |
| Chief Technology Officer | 1.1yrs | pas de données | pas de données | |
| Head of Investor Relations | no data | pas de données | pas de données | |
| Senior VP & Head of Corporate Communications | 1.4yrs | pas de données | pas de données | |
| Senior VP & Chief Medical Officer for Solid Tumors | 4.3yrs | pas de données | pas de données | |
| Global Head of Human Resources | 5.3yrs | pas de données | pas de données | |
| Head of External Innovation & Senior VP | 15.7yrs | pas de données | pas de données |
3.9yrs
Durée moyenne de l'emploi
56yo
Âge moyen
Gestion expérimentée: L'équipe de direction de ONC est considérée comme expérimentée (ancienneté moyenne 3.9 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Co-Founder | 15.7yrs | US$17.94m | 3.47% $ 1.0b | |
| Co-Chairman of Scientific Advisory Board | 10.3yrs | US$4.25m | 0.64% $ 188.9m | |
| Independent Non-Executive Director & Member of the Scientific Advisory Committee | 11.2yrs | US$484.79k | 0.0049% $ 1.4m | |
| Independent Non-Executive Director and Member of Commercial & Medical Affairs Advis. & SA Committee | 5.8yrs | US$502.29k | 0.0038% $ 1.1m | |
| Chairman of Commercial & Medical Affairs Advisory Committee and Ind. Non Executive Director | 6.4yrs | US$528.13k | 0.0026% $ 759.0k | |
| Member of Scientific Advisory Board | 1.4yrs | pas de données | pas de données | |
| Member of Scientific Advisory Board | 1.4yrs | pas de données | pas de données | |
| Member of Scientific Advisory Board | 1.4yrs | pas de données | pas de données | |
| Independent Non-Executive Director | 1.8yrs | US$525.17k | 0.000010% $ 2.9k | |
| Co-Chairman of Scientific Advisory Committee & Director | 4.3yrs | US$494.79k | 0.0037% $ 1.1m | |
| Member of Commercial & Medical Affairs Advisory Committee and Independent Lead Director | 11.7yrs | US$489.79k | 0.0049% $ 1.4m | |
| Member of SA | 4.3yrs | US$514.79k | 0.0037% $ 1.1m |
5.1yrs
Durée moyenne de l'emploi
66.5yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de ONC sont considérés comme expérimentés (ancienneté moyenne 5.1 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/11 18:34 |
| Cours de l'action en fin de journée | 2026/06/11 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
BeOne Medicines AG est couverte par 67 analystes. 34 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Tianli Wen | Aletheia Analyst Network Limited |
| Brian Skorney | Baird |
| Peter Lawson | Barclays |