BeOne Medicines Gestione
Criteri Gestione verificati 3/4
BeOne Medicines Il CEO è John Oyler, nominato in Jan2010, e ha un mandato di 16.58 anni. la retribuzione annua totale è $ 17.94M, composta da 6.3% di stipendio e 93.7% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 3.12% delle azioni della società, per un valore di $ 1.33B. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.3 anni e 2.3 anni.
Informazioni chiave
John Oyler
Amministratore delegato
US$17.9m
Compenso totale
| Percentuale dello stipendio del CEO | 6.31% |
| Mandato del CEO | 16.6yrs |
| Proprietà del CEO | 3.1% |
| Durata media del management | 3.3yrs |
| Durata media del Consiglio di amministrazione | 2.3yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento narrativa • Aug 20
ONC: Hematology Pipeline And Solid Tumor Catalysts Will Drive Future Upside
BeOne Medicines' analyst fair value estimate has shifted to $433.02 from $412.35, as analysts factor in higher price targets following recent beat and raise quarters, supported by progress across both solid tumor and hematology pipelines. Analyst Commentary Recent Street research on BeOne Medicines points to a generally constructive tone, with most firms adjusting price targets higher after the latest beat and raise quarter and pipeline updates.Articolo di analisi • Aug 12
Solid Earnings Reflect BeOne Medicines' (NASDAQ:ONC) Strength As A Business
When companies post strong earnings, the stock generally performs well, just like BeOne Medicines AG's ( NASDAQ:ONC...
Aggiornamento narrativa • Aug 06
ONC: Hematology Execution And 2026 Readouts Will Support Re Rating
BeOne Medicines' updated analyst price target edges higher as analysts factor in a fair value estimate moving to about $495, a slightly higher discount rate, more moderate revenue growth, improved profit margin expectations, and a lower assumed future P/E multiple following recent research updates from major firms. Analyst Commentary Recent research updates paint a constructive picture for BeOne Medicines, with several bullish analysts highlighting a mix of product execution, pipeline progress, and sector positioning as key supports for the stock's current valuation framework.Seeking Alpha • Jul 30
BeOne Medicines: Owning The Full B-Cell Treatment Sequence
Summary BeOne Medicines is transitioning from a BRUKINSA-driven story to an integrated hematology and oncology platform with multiple growth drivers. Q1 2026 results show 35.5% revenue growth, expanding margins, and rising profitability, supporting a premium valuation justified by strong operational leverage. BRUKINSA, BEQALZI, and tacabrutideg form a defensible three-asset hematology moat, while a solid-tumor pipeline and manufacturing expansion drive future diversification. Despite high concentration risk and a demanding valuation, ONC’s evolving product ecosystem and cash flow generation underpin a bullish outlook. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jul 13
ONC: Hematology Leadership And Solid Tumor Data Will Drive Future Upside
Analysts have nudged their fair value estimate for BeOne Medicines higher from $336.98 to $344.15, reflecting updated assumptions around revenue growth, profit margins, and Brukinsa and pipeline momentum cited in recent price target increases across the Street. Analyst Commentary Recent Street research on BeOne Medicines points to a generally constructive stance, with several firms lifting price targets in conjunction with sector-wide optimism around biotech earnings and deal activity.Aggiornamento narrativa • Jun 24
ONC: Hematology Data And Solid Tumor Readouts Will Drive Future Upside
Analysts have nudged their average price targets higher for BeOne Medicines, pointing to recent FDA progress on sonrotoclax and encouraging ASCO solid tumor data as key reasons for modestly higher fair value estimates and slightly adjusted assumptions on growth, margins and future P/E. Analyst Commentary Recent Street research on BeOne Medicines points to a generally constructive tone, with several bullish analysts adjusting their models after new clinical data and the FDA decision on sonrotoclax.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.
Nuova narrativa • 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.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$656m |
| 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$949m |
Compensazione vs Mercato: La retribuzione totale di John ($USD 17.94M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 14.46M ).
Compensazione vs guadagni: La retribuzione di John è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
John Oyler (58 yo)
16.6yrs
Mandato
US$17,943,251
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-Founder | 16.6yrs | US$17.94m | 3.12% $ 1.3b | |
| President and Global Head of Research & Development | less than a year | US$18.32m | 0.15% $ 65.8m | |
| Co-Chairman of Scientific Advisory Board | 16.6yrs | US$4.25m | 0.64% $ 270.5m | |
| Chief Financial Officer | 2.1yrs | US$6.43m | 0.0025% $ 1.1m | |
| General Counsel | 4.1yrs | US$5.06m | 0.022% $ 9.4m | |
| VP & Chief Accounting Officer | 2.4yrs | Nessun dato | 0.0067% $ 2.9m | |
| Chief Technology Officer | 1.3yrs | Nessun dato | Nessun dato | |
| Head of Investor Relations | no data | Nessun dato | Nessun dato | |
| Senior VP & Head of Corporate Communications | 1.6yrs | Nessun dato | Nessun dato | |
| Global Head of Human Resources | 5.4yrs | Nessun dato | Nessun dato | |
| Head of External Innovation & Senior VP | 15.8yrs | Nessun dato | Nessun dato | |
| Acting Head of Medicinal Chemistry | no data | Nessun dato | Nessun dato |
3.3yrs
Durata media
56yo
Età media
Gestione esperta: Il team dirigenziale di ONC è considerato esperto (durata media dell'incarico 3.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-Founder | 15.8yrs | US$17.94m | 3.12% $ 1.3b | |
| Co-Chairman of Scientific Advisory Board | 10.5yrs | US$4.25m | 0.64% $ 270.5m | |
| Non-Executive Director | less than a year | Nessun dato | 0.015% $ 6.4m | |
| Chairman of Commercial & Medical Affairs Advisory Committee and Ind. Non Executive Director | 6.6yrs | US$528.13k | 0.0044% $ 1.9m | |
| Member of Scientific Advisory Board | 1.6yrs | Nessun dato | Nessun dato | |
| Director | less than a year | Nessun dato | 0.0034% $ 1.5m | |
| Member of Scientific Advisory Board | 1.6yrs | Nessun dato | Nessun dato | |
| Independent Non-Executive Director | 1.9yrs | US$525.17k | 0.0013% $ 553.5k | |
| Member of Scientific Advisory Committee & Director | 4.5yrs | US$494.79k | 0.0037% $ 1.6m | |
| Independent Non-Executive Director & Commercial and Medical Affairs Advisory Committee | 2.6yrs | US$492.29k | 0.0019% $ 787.7k | |
| Independent Non-Executive Director | less than a year | Nessun dato | Nessun dato | |
| Member of Scientific Advisory Committee & Independent Non-Exec. Director | 4.5yrs | US$514.79k | 0.0037% $ 1.6m |
2.3yrs
Durata media
66.5yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di ONC non è considerato esperto (durata media del mandato 2.3 anni), il che suggerisce un nuovo consiglio.
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/23 13:34 |
| Prezzo dell'azione a fine giornata | 2026/08/21 00:00 |
| Utili | 2026/06/30 |
| 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
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Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
BeOne Medicines AG è coperta da 69 analisti. 34 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 |
|---|---|
| Tianli Wen | Aletheia Analyst Network Limited |
| Brian Skorney | Baird |
| Peter Lawson | Barclays |