Beam Therapeutics Inc.

NasdaqGS:BEAM Stok Raporu

Piyasa değeri: US$2.9b

Beam Therapeutics Yönetim

Yönetim kriter kontrolleri 4/4

Beam Therapeutics CEO'su John Evans, Jan2017 tarihinde atandı, in görev süresi 9.42 yıldır. in toplam yıllık tazminatı $ 5.82M olup, şirket hissesi ve opsiyonları dahil olmak üzere 13% maaş ve 87% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.95% ine doğrudan sahiptir ve bu hisseler $ 27.56M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 5.8 yıl ve 5.4 yıldır.

Anahtar bilgiler

John Evans

İcra Kurulu Başkanı

US$5.8m

Toplam tazminat

CEO maaş yüzdesi12.98%
CEO görev süresi9.4yrs
CEO sahipliği1.0%
Yönetim ortalama görev süresi5.8yrs
Yönetim Kurulu ortalama görev süresi5.4yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Yeni Anlatı 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
Anlatı Güncellemesi 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.
Yeni Anlatı 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?
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Yeni Anlatı 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
User avatar
Yeni Anlatı 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
Analiz Makalesi 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
Analiz Makalesi 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
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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...

CEO Tazminat Analizi

John Evans'un ücretlendirmesi Beam Therapeutics'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: John 'ın toplam tazminatı ($USD 5.82M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 6.94M ).

Tazminat ve Kazançlar: John 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

John Evans (48 yo)

9.4yrs
Görev süresi
US$5,818,526
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
John Evans
CEO & Director9.4yrsUS$5.82m0.95%
$ 27.6m
Giuseppe Ciaramella
President6.4yrsUS$3.16m0.22%
$ 6.3m
Sravan Emany
Chief Financial Officer1.5yrsUS$1.30m0.014%
$ 397.9k
Christine Bellon
Chief Legal Officer & Corporate Secretary7.2yrsUS$1.97m0.11%
$ 3.2m
Amy Simon
Chief Medical Officer5.3yrsUS$2.80m0.018%
$ 518.4k
Feng Zhang
Co-Founderno dataVeri yokVeri yok
David Liu
Co-Founderno dataVeri yokVeri yok
J. Joung
Co-Founderno dataVeri yokVeri yok
Bethany Cavanagh
Senior VP of Financeno dataVeri yok0.013%
$ 389.5k
Manmohan Singh
Chief Technology Officerno dataVeri yokVeri yok
Gopi Shanker
Chief Scientific Officer3.3yrsVeri yokVeri yok
Holly Manning
Vice President of Investor Relations & External Communicationsno dataVeri yokVeri yok
5.8yrs
Ortalama Görev Süresi
57yo
Ortalama Yaş

Deneyimli Yönetim: BEAM 'un yönetim ekibi deneyimli ve deneyimlidir ( 5.8 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
John Evans
CEO & Director9.4yrsUS$5.82m0.95%
$ 27.6m
John Michael Maraganore
Independent Director4.6yrsUS$465.65k0%
$ 0
Mark Fishman
Independent Lead Director8.1yrsUS$495.23k0.017%
$ 493.8k
Graham Cooper
Independent Director6.7yrsUS$468.15k0%
$ 0
Kathleen Walsh
Independent Director5.4yrsUS$465.65k0%
$ 0
Chirfi Guindo
Independent Director1.5yrsUS$455.65k0%
$ 0
Christi Shaw
Independent Director2.5yrsUS$463.15k0%
$ 0
5.4yrs
Ortalama Görev Süresi
60yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: BEAM 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 5.4 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/14 06:53
Gün Sonu Hisse Fiyatı2026/06/12 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Beam Therapeutics Inc. 23 Bu analistlerden 15, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
William PickeringBernstein
Alec StranahanBofA Global Research
Whitney IjemCanaccord Genuity