Beam Therapeutics (BEAM) Panoramica del titolo
Beam Therapeutics Inc. è una società di biotecnologie che si occupa dello sviluppo di farmaci genetici di precisione per i pazienti affetti da gravi malattie negli Stati Uniti. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 1/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 0/6 |
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US$150
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Concorrenti di Beam Therapeutics Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$34.79 |
| Massimo di 52 settimane | US$36.88 |
| Minimo di 52 settimane | US$15.60 |
| Beta | 2.18 |
| Variazione di 1 mese | 18.33% |
| Variazione a 3 mesi | 43.58% |
| Variazione di 1 anno | 73.86% |
| Variazione a 3 anni | 14.22% |
| Variazione a 5 anni | -65.55% |
| Variazione dall'IPO | 85.55% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • Jun 29
BEAM: Strong Gene Editing Pipeline Will Likely Fail To Justify Current Hype
Analysts have raised their fair value estimate for Beam Therapeutics by $4, from $22 to $26, as they incorporate a slightly higher discount rate, a wider expected profit margin, a very large reduction in future P/E assumptions, and updated sector views that reflect both recent biotech strength and supportive expectations for M&A, IPO activity, and FDA leadership changes. Analyst Commentary Recent commentary on Beam Therapeutics sits within a generally constructive backdrop for biotech, but the tone around the stock itself reflects a mix of optimism and caution.Seeking Alpha • Jun 26
Beam Therapeutics: A Better Entry Point Is Likely Coming (Rating Downgrade)
Summary Beam Therapeutics is rated a hold after a 20%+ rally, with significant long-term promise but near-term valuation and dilution risks. BEAM's Risto-cel shows competitive efficacy in SCD/TDT but faces entrenched competition from Casgevy and a potential in vivo leap by CRISPR Therapeutics. The liver-targeted in vivo program, especially BEAM-302 for AATD, is a current focus but faces an increasingly crowded and rapidly advancing competitive landscape. With no product revenue expected before 2028 and a 2.5–3 year cash runway, BEAM's market cap already prices in much of its forward potential. Read the full article on Seeking AlphaRecent updates
Aggiornamento della narrazione • Jun 29
BEAM: Strong Gene Editing Pipeline Will Likely Fail To Justify Current Hype
Analysts have raised their fair value estimate for Beam Therapeutics by $4, from $22 to $26, as they incorporate a slightly higher discount rate, a wider expected profit margin, a very large reduction in future P/E assumptions, and updated sector views that reflect both recent biotech strength and supportive expectations for M&A, IPO activity, and FDA leadership changes. Analyst Commentary Recent commentary on Beam Therapeutics sits within a generally constructive backdrop for biotech, but the tone around the stock itself reflects a mix of optimism and caution.Seeking Alpha • Jun 26
Beam Therapeutics: A Better Entry Point Is Likely Coming (Rating Downgrade)
Summary Beam Therapeutics is rated a hold after a 20%+ rally, with significant long-term promise but near-term valuation and dilution risks. BEAM's Risto-cel shows competitive efficacy in SCD/TDT but faces entrenched competition from Casgevy and a potential in vivo leap by CRISPR Therapeutics. The liver-targeted in vivo program, especially BEAM-302 for AATD, is a current focus but faces an increasingly crowded and rapidly advancing competitive landscape. With no product revenue expected before 2028 and a 2.5–3 year cash runway, BEAM's market cap already prices in much of its forward potential. Read the full article on Seeking Alpha
Aggiornamento della narrazione • Jun 15
BEAM: Positive Gene Editing Data And Regulatory Tailwinds Will Drive Future Repricing
Analysts have nudged Beam Therapeutics' consensus price target slightly lower, with a $1 trim at one firm to $39. This reflects reassessed profit margins and P/E assumptions, even as sector commentary stays generally constructive on biotech deal activity and regulatory trends.Aggiornamento della narrazione • Jun 01
BEAM: Lung And Liver Gene Editing Progress Will Drive Future Repricing
Beam Therapeutics' blended analyst price target has inched lower by about $1 to roughly $39, as analysts factor in slightly higher discount rates and more moderate revenue growth assumptions. They are still highlighting supportive sector trends such as healthy biotech M&A, IPO activity, and a constructive FDA backdrop for earlier stage companies.Aggiornamento della narrazione • May 13
BEAM: Liver Editing Platform And Non Dilutive Funding Will Drive Future Repricing
Analysts have lifted their average price targets on Beam Therapeutics by low single digit dollars per share, citing updated expectations for revenue growth, profitability and long term P/E multiples following recent company updates, new program announcements such as BEAM-304, and non dilutive financing agreements. Analyst Commentary Recent research reports on Beam Therapeutics focus on how new clinical programs, financing arrangements and regulatory interactions could affect the company’s execution risk and potential equity value.Aggiornamento della narrazione • Apr 25
BEAM: Liver Editing Pipeline And Regulatory Momentum Will Drive Future Repricing
Beam Therapeutics' analyst price target increased by $4, with analysts pointing to Q4 results, progress on Sickle Cell Disease and AATD programs, new liver-directed initiatives such as BEAM-304, and non-dilutive financing as key supports for the revised outlook. Analyst Commentary Recent Street research around Beam Therapeutics has focused on the Q4 print, progress in Sickle Cell Disease and AATD, and the expansion of its liver targeted base editing programs, alongside the use of non dilutive financing to support the pipeline.Aggiornamento della narrazione • Apr 10
BEAM: FDA Alignment And Liver Programs Will Drive Future Upside Repricing
Analysts have nudged the fair value estimate for Beam Therapeutics higher to $51.20 from $50.27, citing a series of recent price target increases related to progress in its liver-targeted programs, Sickle Cell Disease plans, and non-dilutive financing support. Analyst Commentary Recent research coverage on Beam Therapeutics has centered on updated price targets, expanded liver-directed programs, progress in Sickle Cell Disease, and the use of non-dilutive financing to support potential commercialization efforts.Aggiornamento della narrazione • Mar 26
BEAM: FDA Alignment And Liver Programs Will Drive Future Repricing
Analysts have nudged their average price target for Beam Therapeutics slightly higher, supported by recent target increases across several firms that point to growing confidence in the company’s base editing pipeline, new liver programs, regulatory progress, and non dilutive financing, even as expectations for revenue growth are tempered and profit margin assumptions improve alongside a lower implied future P/E multiple. Analyst Commentary Recent research coverage on Beam Therapeutics clusters around higher price targets, new liver focused programs, regulatory updates, and fresh non dilutive financing, with most commentary tilting positive but still flagging execution and program risk.Aggiornamento della narrazione • Mar 12
BEAM: FDA Alignment And New Liver Programs Will Drive Future Repricing
Analyst price targets for Beam Therapeutics have moved higher recently, with several firms lifting their views into a roughly $26 to $75 range. They point to progress in sickle cell BLA plans, new liver-directed programs such as BEAM-304, and non-dilutive financing that supports ongoing pipeline development.
Nuova narrazione • Mar 11
Liver Base Editing Platform Will Transform Rare Disease Treatment Over The Long Term
Catalysts About Beam Therapeutics Beam Therapeutics focuses on base editing therapies aimed at providing onetime genetic treatments for serious diseases. What are the underlying business or industry changes driving this perspective?Aggiornamento della narrazione • Feb 26
BEAM: FDA Program Alignment On Sickle Cell Will Drive Future Repricing
Analysts have raised their average price targets for Beam Therapeutics by a few dollars, reflecting progress on sickle cell regulatory plans, new liver-focused programs such as BEAM-304 for phenylketonuria, and recent non-dilutive financing that supports the broader clinical pipeline. Analyst Commentary Recent research updates show a cluster of higher price targets around Beam Therapeutics, with most commentary focusing on execution in sickle cell disease, progress in liver programs, and the new non dilutive financing structure.Nuova narrazione • Feb 25
Base Editing Platform And PKU Umbrella Trials Will Struggle To Justify Long Runway
Catalysts About Beam Therapeutics Beam Therapeutics develops base editing genetic medicines that aim to provide onetime treatments for serious diseases such as sickle cell disease, alpha-1 antitrypsin deficiency and phenylketonuria. What are the underlying business or industry changes driving this perspective?Aggiornamento della narrazione • Feb 12
BEAM: FDA Program Alignment And Upcoming Data Readout Will Drive Repricing
Analysts have modestly raised their price targets on Beam Therapeutics, with one firm lifting its view by $4 to $45. The firm cited clearer FDA alignment on key programs and the potential for an accelerated review process as key supports for the updated outlook.Aggiornamento della narrazione • Jan 28
BEAM: FDA Alignment And Upcoming Pulmonary Data Will Drive Bullish Repricing
Analysts have nudged their price targets on Beam Therapeutics higher, with the revised fair value estimate moving from about US$45.92 to roughly US$47.21. They cite improved confidence in the company’s FDA alignment on key programs, upcoming BEAM-302 data, and a lower assumed future P/E multiple alongside updated sector views.
Aggiornamento della narrazione • Jan 12
Next Milestones For Beam in 2026.
We now await the JP Morgan health conference. John Evans is set to speak on 13th January.Aggiornamento della narrazione • Dec 09
Beam Therapeutics will revolutionize hospital throughput with breakthrough gene therapy
Beam Therapeutics ($BEAM) has effectively solved the "Gene Therapy Commercialization Problem." While competitors like Vertex ($VRTX) have proven the science works, Beam’s ASH 2025 data confirms it has the superior business model. The new data validates a "Process Efficiency Moat" that structurally lowers Cost of Goods Sold (COGS) and doubles hospital throughput capacity, positioning BEAM-101 as the preferred "Standard of Care" for hospital CFOs. 1.Aggiornamento della narrazione • Dec 06
Beam Rewrites Gene Therapy Playbook with Base Editing Breakthrough
Beam Therapeutics (BEAM) Just Validated the "Best-in-Class" Thesis Headline: Beam Therapeutics: ASH Data Confirms "Best-in-Class" Commercial Profile for Sickle Cell The investment thesis for Beam Therapeutics (NASDAQ: BEAM) has long relied on the promise that Base Editing is not just "another" gene therapy, but a superior industrial platform. The updated N=31 dataset for BEAM-101 (risto-cel) presented at ASH 2025 has now validated this "Best-in-Class" profile with hard data.
Aggiornamento della narrazione • Nov 20
Incredible Buying Opportunity
At the Jefferies London Healthcare Conference, Beam President Pino Ciaramella reinforced the "Best-in-Class" thesis for BEAM-101 in Sickle Cell Disease ahead of the upcoming ASH presentation in December. He asserted that the program maintains a "differentiated manufacturing and clinical profile," highlighting a massive commercial advantage: patients require a median of only one mobilization cycle for cell collection versus the industry standard of two to three.Nuova narrazione • Oct 27
The "Molecular Pencil": Why Beam's Technology is Built to Win
The "Molecular Pencil": Why Beam's Technology is Built to Win The investment thesis in Beam Therapeutics is a long-term, high-conviction bet on a fundamental technological shift in genetic medicine. While first-generation gene editors like CRISPR-Cas9 function as "molecular scissors," they are an inherently disruptive tool.Aggiornamento della narrazione • Aug 27
Advancing BEAM-101 And BEAM-302 Will Transform Treatment Of Hematology And Liver Genetic Diseases
Beam Therapeutics’ consensus price target has increased to $45.92, reflecting notable improvements in net profit margin and a lower future P/E, signaling enhanced profitability and a more attractive valuation. What's in the News BEAM-101 for sickle cell disease received FDA RMAT and orphan drug designations; updated Phase 1/2 BEACON data show strong, durable increases in fetal hemoglobin, with sustained safety and efficacy for 17 treated patients.Articolo di analisi • Jul 23
Is Beam Therapeutics (NASDAQ:BEAM) In A Good Position To Invest In Growth?
There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...Articolo di analisi • May 29
Shareholders May Find It Hard To Justify Increasing Beam Therapeutics Inc.'s (NASDAQ:BEAM) CEO Compensation For Now
Key Insights Beam Therapeutics to hold its Annual General Meeting on 4th of June CEO John Evans' total compensation...
Nuova narrazione • Mar 22
Advancing BEAM-101 And BEAM-302 Will Transform Treatment Of Hematology And Liver Genetic Diseases
Promising programs in genetic diseases and innovative technology could significantly boost market share and revenue potential.Seeking Alpha • Mar 21
Upgrading Beam Therapeutics: Promising BEAM-302 Data Opens Door For Durable Gene Therapy
Summary Recently, BEAM reported promising Phase 1/2 data for BEAM-302, demonstrating durable gene correction for AATD. Unfortunately, they concurrently announced a $500 million equity offering, which may have caused concerns about near-term dilution. Still, BEAM-302 has innovative in vivo base editing technology that could potentially offer a one-time curative therapy for patients suffering from AATD. BEAM has a long cash runway, and its recent $500 million raise likely secures it into 2028. I believe the recent stock declines make its valuation attractive, given the promising clinical results of their Phase ½ trial. Read the full article on Seeking AlphaSeeking Alpha • Mar 10
Beam Therapeutics: Single-Base Editing Seems To Work
Summary I was looking forward to seeing how Beam Therapeutics would do in their clinical trials of single-base DNA editing therapies, and this morning we have a readout. It was a very small trial: three patients each got 15mg, 30mg, or 60mg of BEAM-302 in a single infusion. Things look good in these early readouts, I have to say. It is of course a small number of patients, but the data make sense, and the numbers clearly seem to be going in the right direction. Read the full article on Seeking AlphaArticolo di analisi • Jan 31
Beam Therapeutics Inc.'s (NASDAQ:BEAM) Prospects Need A Boost To Lift Shares
Beam Therapeutics Inc.'s ( NASDAQ:BEAM ) price-to-sales (or "P/S") ratio of 6.2x might make it look like a buy right...Seeking Alpha • Jan 22
Beam Therapeutics: Too Expensive For Me, But Watch For Important Catalysts
Summary Beam Therapeutics' pipeline, especially BEAM-101 for sickle cell disease, shows promise but remains in early stages with significant risks and high market expectations. Financially, BEAM has a strong cash position, but its high cash burn rate suggests a runway of around 2.5 years, potentially optimistic. The company's valuation is high, reflecting substantial expectations, making it a risky investment despite its long-term potential in gene therapy. While BEAM is worth following for its innovative approaches, I remain cautious about its current price point and recommend patience and risk tolerance. Read the full article on Seeking AlphaArticolo di analisi • Dec 20
Here's Why We're Not At All Concerned With Beam Therapeutics' (NASDAQ:BEAM) Cash Burn Situation
We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...Seeking Alpha • Nov 07
Beam Therapeutics: Additional BEAM-101 And ESCAPE Tech Data At ASH 2024 Makes This A Watch
Summary Beam Therapeutics Inc. will present additional data from phase 1/2 BEACON study, using BEAM-101 for the treatment of patients with SCD at the upcoming ASH Annual Meeting on December 7th - 10th of 2024. ESCAPE technology, looking to provide non-genotoxic conditioning for HSCT patients, is to be presented at the upcoming ASH 2024 Annual Meeting. The global Sickle Cell Disease treatment market size is projected to grow to $9.84 billion by 2030. Initial data from the phase 1/2 study, using BEAM-302 for the treatment of patients with alpha-1 antitrypsin deficiency, is expected in 2025. Read the full article on Seeking AlphaArticolo di analisi • Oct 28
Insufficient Growth At Beam Therapeutics Inc. (NASDAQ:BEAM) Hampers Share Price
Beam Therapeutics Inc.'s ( NASDAQ:BEAM ) price-to-sales (or "P/S") ratio of 4.8x might make it look like a strong buy...Seeking Alpha • Sep 29
Beam Therapeutics: Still Holding Fast To Generous Valuation, Still Not A Buy
Summary Beam Therapeutics' pipeline, including BEAM-101, BEAM-201, and BEAM-302, shows promise but remains in early stages with no clinical trial data yet available. Despite a strong cash position, Beam's high valuation suggests heavy speculation and high expectations, leading to potential volatility in stock performance. The company's diverse gene therapy approaches target high unmet needs, but success remains uncertain with only preclinical evidence supporting their efficacy. Given the current market cap and speculative nature, I maintain a "Sell" rating, anticipating a more favorable entry point in the future. Read the full article on Seeking AlphaArticolo di analisi • Sep 04
We're Not Worried About Beam Therapeutics' (NASDAQ:BEAM) Cash Burn
There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...Articolo di analisi • Jul 12
Beam Therapeutics Inc.'s (NASDAQ:BEAM) Prospects Need A Boost To Lift Shares
With a price-to-sales (or "P/S") ratio of 5.7x Beam Therapeutics Inc. ( NASDAQ:BEAM ) may be sending very bullish...Seeking Alpha • Jul 01
Beam Therapeutics: Slow Developmental Progress, But Promising Potential
Summary Beam Therapeutics Inc. is a gene editing company focused on precision genetic medicines through base editing. The company has notable collaborations with Pfizer and other pharma concerns, with several pipeline milestones in 2024. The company is making slow developmental progress, but has some significant longer-term potential and a cash-rich balance sheet for now. An updated analysis around Beam Therapeutics follows in the paragraphs below. Read the full article on Seeking AlphaArticolo di analisi • May 13
We're Not Worried About Beam Therapeutics' (NASDAQ:BEAM) Cash Burn
Just because a business does not make any money, does not mean that the stock will go down. For example, although...Seeking Alpha • Apr 24
Beam Therapeutics: A 'Hold' Amid High Valuation And Uncertain Revenue Prospects
Summary Beam Therapeutics is a biotech firm focused on developing precision genetic treatments using base editing technology. The company has secured $675 million in upfront payments from agreements with Pfizer, Apellis, Verve, and Sana. Collaboration agreements boosted Beam's revenue in 2023, but future revenue is less predictable due to a lack of product sales. The firm's cash runway is around 2.1 years, suggesting that additional funding may be needed soon, possibly leading to stock dilution. Despite its promising fundamentals, Beam Therapeutics is trading at a relatively high valuation multiple, which detracts from its investment appeal. Read the full article on Seeking AlphaRendimenti per gli azionisti
| BEAM | US Biotechs | US Mercato | |
|---|---|---|---|
| 7D | -0.06% | 4.1% | 1.6% |
| 1Y | 73.9% | 41.1% | 18.6% |
Ritorno vs Industria: BEAM ha superato il US Biotechs che ha restituito 41.1 % nell'ultimo anno.
Rendimento vs Mercato: BEAM ha superato il mercato US che ha restituito 18.6 % nell'ultimo anno.
Volatilità dei prezzi
| BEAM volatility | |
|---|---|
| BEAM Average Weekly Movement | 10.3% |
| Biotechs Industry Average Movement | 10.3% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: BEAM non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 10% ) di BEAM è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2017 | 522 | John Evans | beamtx.com |
Beam Therapeutics Inc. è una società di biotecnologie che si occupa dello sviluppo di farmaci genetici di precisione per pazienti affetti da gravi malattie negli Stati Uniti. I suoi programmi nel campo dell'ematologia e delle malattie genetiche comprendono Ristoglogene autogetemcel, una terapia a base di cellule staminali ematopoietiche (CSE) autologhe, specifica per il paziente, per il trattamento della malattia falciforme; BEAM-302, una nanoparticella lipidica (LNP) a bersaglio epatico per il trattamento del deficit grave di alfa-1 antitripsina; BEAM-304, una LNP a bersaglio epatico per il trattamento della fenilchetonuria; e BEAM-301, una formulazione LNP a bersaglio epatico per il trattamento della malattia da accumulo di glicogeno di tipo 1a. L'azienda sviluppa anche la piattaforma ESCAPE, che combina il condizionamento basato sugli anticorpi con l'editing genico multiplex delle CSE.
Beam Therapeutics Inc. Riepilogo dei fondamenti
| BEAM statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$3.46b |
| Utili (TTM) | -US$65.98m |
| Ricavi(TTM) | US$164.01m |
21.1x
Rapporto P/S-52.5x
Rapporto P/EBEAM è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| BEAM Conto economico (TTM) | |
|---|---|
| Ricavi | US$164.01m |
| Costo del fatturato | US$404.94m |
| Profitto lordo | -US$240.93m |
| Altre spese | -US$174.95m |
| Utili | -US$65.98m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | -0.66 |
| Margine lordo | -146.90% |
| Margine di profitto netto | -40.23% |
| Rapporto debito/patrimonio netto | 8.6% |
Come si è comportato BEAM nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/05 07:52 |
| Prezzo dell'azione a fine giornata | 2026/07/02 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
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Metriche di settore e industriali
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Fonti analitiche
Beam Therapeutics Inc. è coperta da 23 analisti. 15 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| William Pickering | Bernstein |
| Alec Stranahan | BofA Global Research |
| Whitney Ijem | Canaccord Genuity |