Beam Therapeutics Inc.

NasdaqGS:BEAM Voorraadrapport

Marktkapitalisatie: US$2.7b

Beam Therapeutics Beheer

Beheer criteriumcontroles 4/4

De CEO Beam Therapeutics is John Evans, benoemd in Jan2017, heeft een ambtstermijn van 9.33 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 5.82M, bestaande uit 13% salaris en 87% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.95% van de aandelen van het bedrijf, ter waarde $ 25.73M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 5.8 jaar en 5.3 jaar.

Belangrijke informatie

John Evans

Algemeen directeur

US$5.8m

Totale compensatie

Percentage CEO-salaris12.98%
Dienstverband CEO9.3yrs
Eigendom CEO1.0%
Management gemiddelde ambtstermijn5.8yrs
Gemiddelde ambtstermijn bestuur5.3yrs

Recente managementupdates

Recent updates

Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Nieuw narratief 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?
Seeking Alpha Feb 27

Beam Therapeutics: Great Potential, But Patience Is Needed

Summary Beam Therapeutics Inc. is rated a Buy for its leadership in proprietary base-editing gene therapy, targeting significant unmet needs in hematology and liver diseases. BEAM's risto-cel shows superior efficacy in sickle cell disease, but commercial success hinges on overcoming conditioning protocol challenges and competing with Vertex/Crispr's head start. The liver-targeted BEAM-302 program demonstrates strong early clinical results and could establish a competitive moat, with pivotal data and BLA submission expected in 18–24 months. Robust cash position ($1.09B net) and Pfizer partnership mitigate dilution risk, but BEAM stock investors should expect volatility and a multi-year timeline to full value realization. Read the full article on Seeking Alpha
Narratiefupdate 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.
Nieuw narratief 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?
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Nieuw narratief 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.
Narratiefupdate 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.
Analyseartikel 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...
Analyseartikel 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...
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Nieuw narratief 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 Alpha
Seeking 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 Alpha
Analyseartikel 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 Alpha
Analyseartikel 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 Alpha
Analyseartikel 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 Alpha
Analyseartikel 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...
Analyseartikel 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 Alpha
Analyseartikel 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 Alpha
Analyseartikel Apr 07

Lacklustre Performance Is Driving Beam Therapeutics Inc.'s (NASDAQ:BEAM) Low P/S

With a price-to-sales (or "P/S") ratio of 5.9x Beam Therapeutics Inc. ( NASDAQ:BEAM ) may be sending very bullish...
Analyseartikel Mar 01

Beam Therapeutics Inc. (NASDAQ:BEAM) Consensus Forecasts Have Become A Little Darker Since Its Latest Report

Beam Therapeutics Inc. ( NASDAQ:BEAM ) defied analyst predictions to release its yearly results, which were ahead of...
Analyseartikel Feb 29

Things Look Grim For Beam Therapeutics Inc. (NASDAQ:BEAM) After Today's Downgrade

Today is shaping up negative for Beam Therapeutics Inc. ( NASDAQ:BEAM ) shareholders, with the analysts delivering a...

Analyse CEO-vergoeding

Hoe is John Evans's beloning veranderd ten opzichte van Beam Therapeutics's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Mar 31 2026n/an/a

-US$66m

Dec 31 2025US$6mUS$755k

-US$80m

Sep 30 2025n/an/a

-US$414m

Jun 30 2025n/an/a

-US$398m

Mar 31 2025n/an/a

-US$386m

Dec 31 2024US$6mUS$716k

-US$377m

Sep 30 2024n/an/a

-US$144m

Jun 30 2024n/an/a

-US$143m

Mar 31 2024n/an/a

-US$135m

Dec 31 2023US$6mUS$685k

-US$133m

Sep 30 2023n/an/a

-US$314m

Jun 30 2023n/an/a

-US$327m

Mar 31 2023n/an/a

-US$316m

Dec 31 2022US$9mUS$650k

-US$289m

Sep 30 2022n/an/a

-US$315m

Jun 30 2022n/an/a

-US$234m

Mar 31 2022n/an/a

-US$238m

Dec 31 2021US$14mUS$590k

-US$371m

Sep 30 2021n/an/a

-US$401m

Jun 30 2021n/an/a

-US$408m

Mar 31 2021n/an/a

-US$366m

Dec 31 2020US$907kUS$529k

-US$196m

Sep 30 2020n/an/a

-US$132m

Jun 30 2020n/an/a

-US$119m

Mar 31 2020n/an/a

-US$106m

Dec 31 2019US$2mUS$473k

-US$91m

Compensatie versus markt: De totale vergoeding ($USD 5.82M ) John } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 7.03M ).

Compensatie versus inkomsten: De vergoeding van John is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.


CEO

John Evans (47 yo)

9.3yrs
Tenure
US$5,818,526
Compensatie

Mr. John M. Evans, M.B.A., is CEO & Director of Beam Therapeutics Inc. from January 2017. He joined the Beam Therapeutics Inc. in 2017. He was President, CEO & Director of Beam Therapeutics Inc. until Janu...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
John Evans
CEO & Director9.3yrsUS$5.82m0.95%
$ 25.7m
Giuseppe Ciaramella
President6.3yrsUS$3.16m0.22%
$ 5.9m
Sravan Emany
Chief Financial Officer1.4yrsUS$1.30m0.014%
$ 371.6k
Christine Bellon
Chief Legal Officer & Corporate Secretary7.1yrsUS$1.97m0.11%
$ 3.0m
Amy Simon
Chief Medical Officer5.2yrsUS$2.80m0.018%
$ 484.1k
Feng Zhang
Co-Founderno datageen gegevensgeen gegevens
David Liu
Co-Founderno datageen gegevensgeen gegevens
J. Joung
Co-Founderno datageen gegevensgeen gegevens
Bethany Cavanagh
Senior VP of Financeno datageen gegevens0.013%
$ 363.7k
Manmohan Singh
Chief Technology Officerno datageen gegevensgeen gegevens
Gopi Shanker
Chief Scientific Officer3.2yrsgeen gegevensgeen gegevens
Holly Manning
Vice President of Investor Relations & External Communicationsno datageen gegevensgeen gegevens
5.8yrs
Gemiddelde duur
56yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van BEAM is doorgewinterd en ervaren (gemiddelde ambtstermijn van 5.8 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
John Evans
CEO & Director9.3yrsUS$5.82m0.95%
$ 25.7m
John Michael Maraganore
Independent Director4.5yrsUS$465.65k0%
$ 0
Mark Fishman
Independent Lead Director8yrsUS$495.23k0.017%
$ 461.2k
Graham Cooper
Independent Director6.6yrsUS$468.15k0%
$ 0
Kathleen Walsh
Independent Director5.3yrsUS$465.65k0%
$ 0
Chirfi Guindo
Independent Director1.4yrsUS$455.65k0%
$ 0
Christi Shaw
Independent Director2.4yrsUS$463.15k0%
$ 0
5.3yrs
Gemiddelde duur
59yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van BEAM wordt beschouwd als ervaren (gemiddelde ambtstermijn 5.3 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/21 16:58
Aandelenkoers aan het einde van de dag2026/05/21 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Beam Therapeutics Inc. wordt gevolgd door 24 analisten. 15 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
William PickeringBernstein
Alec StranahanBofA Global Research
Whitney IjemCanaccord Genuity