BeOne Medicines（ONC）株式概要
BeOne Medicines AGは、米国、中国、欧州および国際的ながん患者に対する様々な治療法の発見と開発に取り組んでいるがん専門企業である。 詳細
報酬
リスク分析
リスクチェックの結果、ONC 、リスクは検出されなかった。
ONC Community Fair Values
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Analyst Price Targets
BeOne Medicines AG 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$308.74 |
| 52週高値 | US$385.22 |
| 52週安値 | US$234.80 |
| ベータ | 0.50 |
| 1ヶ月の変化 | -2.93% |
| 3ヶ月変化 | -12.90% |
| 1年変化 | 30.55% |
| 3年間の変化 | 30.55% |
| 5年間の変化 | -10.97% |
| IPOからの変化 | 990.18% |
最新ニュース
Recent updates
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
新しいナラティブ • 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株主還元
| ONC | US Biotechs | US 市場 | |
|---|---|---|---|
| 7D | -2.5% | -4.9% | -1.0% |
| 1Y | 30.6% | 28.1% | 23.3% |
業界別リターン: ONC過去 1 年間で28.1 % の収益を上げたUS Biotechs業界を上回りました。
リターン対市場: ONC過去 1 年間で23.3 % の収益を上げたUS市場を上回りました。
価格変動
| ONC volatility | |
|---|---|
| ONC Average Weekly Movement | 5.6% |
| Biotechs Industry Average Movement | 10.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: ONC 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: ONCの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2010 | 12,000 | John Oyler | beonemedicines.com |
BeOne Medicines AGは、米国、中国、欧州および国際的ながん治療薬の創製・開発に取り組んでいるがん領域企業。同社の商業段階の製品には、様々な血液癌の治療を目的とした低分子のブルトン型チロシンキナーゼ（BTK）阻害剤であるBRUKINSA、様々な固形癌および血液癌の治療を目的とした抗PD-1抗体免疫療法であるTEVIMBRAなどがある；多中心性城主病治療薬SYLVANT（成人）、BAITUOWEI（閉経前・閉経前後の女性BCおよびがん患者）、PARTRUVIX（各種固形がん治療薬）などがある。臨床段階の製品としては、低分子Bcl-2阻害剤Sonrotoclax BGB-11417、野生型および変異型BTKに対して活性のあるBTK標的キメラ分解活性化化合物BGB-16673がある；BG-60366、EGFR標的CDAC、BG-89894（SYH2039）、MAT2A阻害剤、BGB-58067、MTA協同PRMT5阻害剤、BG-T187およびBG-C0902、抗EGFRxMET三特異性抗体、BGB-26808、HPK-1阻害剤；BGB-C354、抗B7H3 ADC、Zanidatamab、二重特異性HER2標的抗体、BG-C137、抗FGFR2b ADC、BGB-53038、汎KRAS阻害剤、BGB-B2033、抗GPC3x4-1BB二重特異性抗体；BGB-B3227、抗MUC1xCD16A二重特異性抗体、BG-C477、抗CEAADC、BGB-43395、CDK4阻害剤、BG-68501、CDK2阻害剤、BG-C9074、抗B7H4 ADC、BGB-21447、Bcl-2阻害剤、BGB-45035、IRAK4標的CDAC。また、様々な前臨床プログラムも有している。同社はAmgen、BMS、Bio-Thera、EUSA Pharma、Luye Pharmaceutical、Novartisと契約を結んでいる。同社は以前はBeiGene, Ltd.として知られていたが、2025年5月にBeOne Medicines AGに社名を変更した。BeOne Medicines AGは2010年に設立され、スイスのバーゼルに本社を置いている。
BeOne Medicines AG 基礎のまとめ
| ONC 基礎統計学 | |
|---|---|
| 時価総額 | US$33.02b |
| 収益（TTM） | US$513.02m |
| 売上高(TTM) | US$5.74b |
66.9x
PER（株価収益率6.0x
P/SレシオONC は割高か？
公正価値と評価分析を参照収益と収入
| ONC 損益計算書（TTM） | |
|---|---|
| 収益 | US$5.74b |
| 売上原価 | US$670.75m |
| 売上総利益 | US$5.07b |
| その他の費用 | US$4.56b |
| 収益 | US$513.02m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 4.61 |
| グロス・マージン | 88.31% |
| 純利益率 | 8.94% |
| 有利子負債／自己資本比率 | 22.7% |
ONC の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/20 01:37 |
| 終値 | 2026/05/20 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
BeOne Medicines AG 36 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。69
| アナリスト | 機関 |
|---|---|
| Tianli Wen | Aletheia Analyst Network Limited |
| Brian Skorney | Baird |
| Peter Lawson | Barclays |