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BeOne Medicines AG Stock Price

NasdaqGS:ONC Community·US$42.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 38 Fair Values set on narratives written by author

ONC Share Price Performance

US$0
-313.97 (-100.00%)
US$433.02
Fair Value
US$0
-313.97 (-100.00%)
Price US$0

ONC Community Narratives

·
Fair Value US$433.02 13.5% undervalued intrinsic discount

ONC: Pivotal Oncology Trial Data Will Drive Future Upside Momentum

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·
Fair Value US$344.15 8.8% overvalued intrinsic discount

Rising Regulatory Scrutiny And Patent Cliffs Will Curtail Oncology Prospects

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2users have followed this narrative
·
Fair Value US$495.11 24.4% undervalued intrinsic discount

Global Aging And Precision Medicine Will Expand Oncology Market Opportunities

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US$433.02
13.5% undervalued intrinsic discount
Revenue
14.25% p.a.
Profit Margin
20.03%
Future PE
35.92x
Price in 2029
US$533.19
US$495.11
24.4% undervalued intrinsic discount
Revenue
18.85% p.a.
Profit Margin
24.3%
Future PE
28.25x
Price in 2029
US$607.04
US$344.15
8.8% overvalued intrinsic discount
Revenue
10.27% p.a.
Profit Margin
13.27%
Future PE
47.15x
Price in 2029
US$419.87

Trending Discussion

No trending discussion available.

Updated Narratives

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ONC: Hematology Pipeline And Solid Tumor Catalysts Will Drive Future Upside

Fair Value: US$433.02 13.5% undervalued intrinsic discount
18 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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ONC: Hematology Execution And 2026 Readouts Will Support Re Rating

Fair Value: US$495.11 24.4% undervalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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ONC: Hematology Leadership And Solid Tumor Data Will Drive Future Upside

Fair Value: US$344.15 8.8% overvalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Excellent balance sheet with reasonable growth potential.

1 Risk
3 Rewards

BeOne Medicines AG Key Details

US$6.1b

Revenue

US$680.7m

Cost of Revenue

US$5.4b

Gross Profit

US$4.8b

Other Expenses

US$655.7m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Aug 26, 2026
5.77
88.89%
10.70%
38.3%
View Full Analysis

About ONC

Founded
2010
Employees
12000
CEO
John Oyler
WebsiteView website
beonemedicines.com

BeOne Medicines AG, an oncology company, engages in discovering and developing various treatments for cancer patients in the United States, China, Europe, and internationally. The company’s commercial stage products include BRUKINSA, a small molecule inhibitor of Bruton’s Tyrosine Kinase (BTK) for the treatment of various blood cancers; TEVIMBRA, an anti-PD-1 antibody immunotherapy for the treatment of various solid tumor and blood cancers; SYLVANT for the treatment of adult patients with multicentric castleman disease; BAITUOWEI for patients with BC in premenopausal and perimenopausal women, and cancer; and PARTRUVIX for the treatment of various solid tumors. Its clinical stage products comprise Sonrotoclax BGB-11417, a small molecule Bcl-2 inhibitor; BGB-16673, a BTK targeting chimeric degradation activation compound active against wild type and mutant BTK; BG-60366, an EGFR-targeted CDAC; BG-89894 (SYH2039), a MAT2A Inhibitor; BGB-58067, an MTA-Cooperative PRMT5 Inhibitor; BG-T187 and BG-C0902, an anti-EGFRxMET trispecific antibody; BGB-26808, a HPK-1 Inhibitor; BGB-C354, an anti-B7H3 ADC; Zanidatamab, a bispecific HER2-targeted antibody; BG-C137, an anti-FGFR2b ADC; BGB-53038, a Pan-KRAS Inhibitor; BGB-B2033, an anti-GPC3x4-1BB bispecific antibody; BGB-B3227, an anti-MUC1xCD16A bispecific antibody; BG-C477, an anti-CEAADC; BGB-43395, a CDK4 Inhibitor; BG-68501, a CDK2 Inhibitor; BG-C9074, an anti-B7H4 ADC; BGB-21447, a Bcl-2 Inhibitor; and BGB-45035, an IRAK4-targeted CDAC. It also has various preclinical programs. The company has agreements Amgen, BMS, Bio-Thera, EUSA Pharma, Luye Pharmaceutical, and Novartis. The company was formerly known as BeiGene, Ltd. and changed its name to BeOne Medicines AG in May 2025. BeOne Medicines AG was founded in 2010 and is based in Basel, Switzerland.

Recent ONC News & Updates

Narrative Update 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.

Recent updates

No updates