BeOne Medicines AG (BEIGF) Stock Price & Analysis
BeOne Medicines AG (BEIGF) closed at USD 21.95 on Thursday, October 22, 2026, up 0.00% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 21.95; the Oct 22, 2026 session ranged USD 23.75–23.75 on volume of 100 shares. Market capitalization is $32.46B, with a 52-week range of USD 15.95–25.3 (PNK). Source: Nexqual, retrieved October 23, 2026 at 16:40 UTC.
Also available as compact Markdown for AI agents: nexqual.com/BEIGF.md
Key facts (BEIGF)
- Last four reported quarters (through Jun 30, 2026): revenue $6.13B, net income $656M (10.7% margin), free cash flow $1.33B (SEC filings).
- Valuation: P/E 49.5x (avg 130.0x at the last 1 fiscal year-ends), EV/EBITDA 26.5x, net cash $4.02B.
- Analysts: None.
- Total return with dividends: 1Y +37.6% vs S&P 500 +14.6%; 5Y +30.8% vs S&P 500 +77.3%.
- Next earnings: 2026-11-05, EPS estimate USD —, revenue estimate $1.76B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (BEIGF)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $1.18B | $1.42B | $2.46B | $3.81B | $5.34B | $6.13B |
| Gross profit | $1.01B | $1.13B | $2.08B | $3.22B | $4.67B | — |
| Operating income | -$1.44B | -$1.79B | -$1.21B | -$568M | $447M | $923M |
| Net income | -$1.46B | -$2.00B | -$882M | -$645M | $287M | $656M |
| EPS (diluted) | -$1.21 | -$1.49 | -$0.65 | -$0.47 | $0.19 | — |
| Free cash flow | -$1.56B | -$1.82B | -$1.72B | -$633M | $942M | $1.33B |
| Gross margin | 86.0% | 79.8% | 84.5% | 84.4% | 87.5% | — |
| Operating margin | -122.3% | -126.4% | -49.1% | -14.9% | 8.4% | 15.1% |
| Net margin | -123.9% | -141.5% | -35.9% | -16.9% | 5.4% | 10.7% |
| Revenue growth | +280.8% | +20.4% | +73.7% | +55.0% | +40.2% | — |
| Cash + short-term investments | $6.62B | $4.53B | $3.17B | — | — | — |
| Total debt | $630M | $538M | $886M | $1.02B | $1.02B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (BEIGF)
P/E 49.5x · P/S 5.3x · EV/EBITDA 26.5x · EV/Sales 4.6x · P/FCF 24.4x · P/B 6.3x · FCF yield 4.10% · Earnings yield 2.02% · Net cash $4.02B · EV $28.4B
P/E at fiscal year-ends: Dec 2025 130.0x.
Analysts (BEIGF)
Consensus None.
Total return (dividends reinvested) (BEIGF)
| 1Y (from 2025-10-23) | 5Y (from 2023-08-14) | |
|---|---|---|
| Total return | +37.6% | +30.8% |
| S&P 500 (SPY) | +14.6% | +77.3% |
| Per year | +37.7% | +8.8% |
| Volatility (annualized) | 45.7% | 39.2% |
| Max drawdown | -13.2% (Nov 2025→Jun 2026) | -34.5% (Aug 2023→Apr 2024) |
BEIGF revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Product revenue, net | $1.68B | 98.5% | +29.0% |
| — BRUKINSA (part of Product revenue, net) | $1.25B | 73.2% | +31.4% |
| — TEVIMBRA (part of Product revenue, net) | $228.5M | 13.4% | +18.1% |
| — XGEVA (part of Product revenue, net) | $104.5M | 6.1% | +28.5% |
| — Other (part of Product revenue, net) | $37.8M | 2.2% | +78.8% |
| — BLINCYTO (part of Product revenue, net) | $36.5M | 2.1% | +42.8% |
| — Other Revenue (part of Product revenue, net) | $25.3M | 1.5% | +91.1% |
| KYPROLIS | $15.1M | 0.9% | -22.0% |
| POBEVCY | $9.6M | 0.6% | -14.3% |
| Total revenue | $1.71B | 100% | — |
BEIGF revenue by region (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| U.S. - total revenue | $914.2M | 53.6% | +31.6% |
| China | $506.0M | 29.7% | +16.9% |
| Europe - total revenue | $208.8M | 12.2% | +37.0% |
| Rest of world - total revenue | $76.1M | 4.5% | +113.9% |
| Total revenue | $1.71B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
BEIGF suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Catalent Pharma Solutions | “For example, we have entered into a commercial supply agreement for TEVIMBRA with Boehringer Ingelheim Biopharmaceuticals (China) Ltd. ("Boehringer Ingelheim") and entered into a commercial supply agreement for BRUKINSA with Catalent Pharma Solutions, LLC ("Catalent").” |
| Customer | Royalty Pharma plc (RPRX) | “A significant portion of our rights to receive certain tiered mid-single digit royalty payments based on annual net revenue from sales outside of China of IMDELLTRA were sold to Royalty Pharma in the third quarter of 2025.” |
| Customer | Cencora (COR) | “For the year ended December 31, 2025, sales to the Company's three largest product distributors, ASD Specialty Healthcare (Cencora), McKesson and Shanghai Pharmaceutical represented approximately 18.5%, 17.5% and 10.1% of product revenue, respectively, and collectively, represented approximately 37.1% of trade accounts receivable as of December 31, 2025.” |
| Customer | McKesson (MCK) | “For the year ended December 31, 2025, sales to the Company's three largest product distributors, ASD Specialty Healthcare (Cencora), McKesson and Shanghai Pharmaceutical represented approximately 18.5%, 17.5% and 10.1% of product revenue, respectively, and collectively, represented approximately 37.1% of trade accounts receivable as of December 31, 2025.” |
| Partner | AMGEN INC (AMGN) | “On October 31, 2019, our wholly-owned subsidiary, BeOne Medicines I GmbH, entered into a Collaboration Agreement with Amgen, which became effective on January 2, 2020 (as amended, the "Amgen Collaboration Agreement").” |
| Partner | Zymeworks Inc. (ZYME) | “Under our license and collaboration agreement with Zymeworks Inc. ("Zymeworks"), we have the right to develop and commercialize ZIIHERA® in certain Asian pacific countries.” |
| Partner | Novartis Pharma | “In 2021, we entered into a collaboration and license agreement with Novartis Pharma AG ("Novartis"), granting Novartis rights to develop, manufacture and commercialize our anti-PD-1 antibody TEVIMBRA in certain territories, but that agreement was terminated in September 2023 and we regained full, global rights to develop, manufacture and commercialize TEVIMBRA.” |
| Partner | Shandong Luye Pharmaceutical | “Under our license agreement with Luye, Luye retains the responsibility, but is not obligated, to prosecute the in-licensed patents for the corresponding in-licensed product, and we retain the responsibility, but are not obligated, to defend and enforce the patents for the corresponding in-licensed product.” |
Quoted from the company's 10-K filed Feb 26, 2026.
Companies that name BEIGF in their SEC reports
| Relationship to BEIGF | Company | Filing | Sentence |
|---|---|---|---|
| partner | BioAtla, Inc. (BCAB) | 10-K Mar 31, 2026 | “Global Co-Development and Collaboration Agreement with BeOne Medicines, Ltd.” |
BEIGF customer concentration
In the period ended Dec 31, 2025, 3 direct customers each accounted for at least 10% (18.5%, 17.5%, 10.1%) of revenue, per the company's 10-K filed Feb 26, 2026. The company does not name them.
BEIGF analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | — | — | — | $1.76B | — |
| Next quarter (ends Dec 2026) | — | — | — | $1.79B | — |
| Current fiscal year (ends Dec 2026) | — | — | — | $6.77B | — |
| Next fiscal year (ends Dec 2027) | — | — | — | $7.78B | — |
Key Statistics (as of October 23, 2026 at 16:40 UTC)
| Price | USD 21.95 |
|---|---|
| Change | ▲ 0.00% (up) |
| Previous Close | USD 21.95 |
| Open | USD 23.75 |
| Day Range | USD 23.75 – 23.75 |
| 52-Week Range | USD 15.95 – 25.3 |
| Volume | 100 shares |
| Market Cap | $32.46B |
| Exchange | PNK |
Technical Analysis (BEIGF)
Nexqual's technical model rates BEIGF "STRONG SELL" based on 1 bullish and 6 bearish signals across 127 daily candles, as of October 23, 2026 at 16:40 UTC.
| Overall Signal | STRONG SELL |
|---|---|
| RSI (14) | 100 (overbought) |
| vs SMA50 | Below (USD 21.95) |
| MACD | -0 (negative) |
Analyst Ratings (BEIGF)
Wall Street analysts rate BEIGF "None", per Nexqual as of October 23, 2026 at 16:40 UTC.
| Consensus Rating | None |
|---|
Earnings (BEIGF)
| Next Earnings Date | 2026-11-05 |
|---|---|
| Revenue Estimate | $1.76B |
Source: Nexqual, October 23, 2026 at 16:40 UTC.
Financials & Fundamentals (BEIGF)
| Total Revenue | $6.13B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +29.60% |
| Gross Margin | +88.89% |
| Operating Margin | +19.06% |
| Profit Margin | +10.70% |
| ROE | +14.66% |
| Debt / Equity | 0.4 |
| Current Ratio | 3.41 |
| Total Cash | $5.10B |
| Total Debt | $2.05B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $1.33B (21.7% of revenue) |
Source: Nexqual, October 23, 2026 at 16:40 UTC.
Financial Health Score (BEIGF)
Nexqual rates BeOne Medicines AG's overall financial health "Strong" across five dimensions, as of October 23, 2026 at 16:40 UTC.
| Growth | Strong — Revenue +40% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 89%, operating 19% (last 12 months) |
| Balance Sheet | Strong — $5.10B cash and investments vs $1.07B debt (Jun 2026, SEC), net cash |
| Cash Flow | Strong — FCF $1.33B (last 4 quarters to Jun 2026, SEC), 22% margin |
| Efficiency | Mixed — ROE 15%, ROA 7.5% |
Ownership (BEIGF)
| Insider Ownership | +13.75% |
|---|---|
| Institutional Ownership | +28.67% |
| Shares Outstanding | 1.36B |
| Float | 1.05B |
Source: Nexqual, October 23, 2026 at 16:40 UTC.
Leadership (BEIGF)
BeOne Medicines AG is led by John V. Oyler, Co-Founder, Executive Chairman & CEO, per Nexqual as of October 23, 2026 at 16:40 UTC.
| Co-Founder, Executive Chairman & CEO | John V. Oyler |
|---|---|
| President and Global Head of Research & Development | Wang Lai |
| Co-Chairman of Scientific Advisory Board, Non-Executive Director & Co-Founder | Xiaodong Wang |
| Chief Financial Officer | Aaron Rosenberg |
| Chief Technology Officer | Marcello Damiani |
Major Backers & Investors (BEIGF)
Notable institutional backers of BeOne Medicines AG include HARTFORD MUTUAL Fd.S II INC-Hartford Schroders Emerging Markets Eqy. F, Baillie Gifford, NEW PERSPECTIVE FUND, according to Nexqual as of October 23, 2026 at 16:40 UTC.
Active Investors
| Investor | Stake |
|---|---|
| HARTFORD MUTUAL Fd.S II INC-Hartford Schroders Emerging Markets Eqy. F | 0.21% |
| Baillie Gifford | 0.2% |
| NEW PERSPECTIVE FUND | 0.2% |
| New World Fund Inc | 0.2% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 1.63% |
| BlackRock | 1.12% |
Source: Nexqual, October 23, 2026 at 16:40 UTC.
From BeOne Medicines AG's Latest SEC 10-K Filing (filed 2026-02-26)
Key Strengths & Strategy (as disclosed to the SEC)
- In 2025, we generated total global revenue of approximately $5.3 billion, increasing revenue by approximately 40.2% from the prior year, while achieving net income of $286.9 million, net cash provided by operating activities of $1.1 billion and positive free cash flow of $941.7 million.
- We have received regulatory approvals for TEVIMBRA marketing applications in multiple geographies, including the EU/European Medicines Agency ("EMA") (comprising 27 countries plus Iceland and Norway) and 23 countries across North America, Europe, Asia Pacific and other markets.
- As of December 2025, we had enrolled over 15,800 subjects in clinical trials of tislelizumab monotherapy or in combination in more than 33 countries, including 5,000+ subjects outside of China.
- In June 2025, Jazz announced that the Marketing Authorization Application for zanidatamab in 2L BTC was granted conditional marketing authorization by the EMA.
Partnerships
- Rights to promote and market in China's broad markets pursuant to a Market Development Agreement with an affiliate of Novartis Pharma AG.
- As part of our settlement agreement with BMS, our commercialization of the following cancer medicines licensed from BMS terminated in February 2025: REVLIMID® (lenalidomide), an oral immunomodulatory medicine; and VIDAZA® (azacitidine for injection), a pyrimidine nucleoside analog that has been shown to reverse the effects of DNA hypermethylation and promote subsequent gene re-expression.
Legal & Regulatory Risks (Item 1A, quoted)
- We may be subject to anti-kickback, false claims laws, physician payment transparency laws, fraud and abuse laws or similar healthcare and security laws and regulations, which could expose us to criminal sanctions, civil penalties, contractual damages, reputational harm and diminished sales.
- Our development activities, regulatory filings and manufacturing operations also could be harmed or delayed by a shutdown of the U.S. government, including the FDA, or governments and regulatory authorities in other jurisdictions.
- We are currently conducting and may in the future conduct clinical trials for our drug candidates outside the U.S., and the FDA and comparable foreign regulatory authorities may not accept data from such trials.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| ALNY | Alnylam Pharmaceuticals, Inc. | USD 225.27 | ▼ 0.89% |
| RPRX | Royalty Pharma plc | USD 63.63 | ▼ 0.2% |
| ROIV | Roivant Sciences Ltd. | USD 36.98 | ▼ 1.26% |
| RVMD | Revolution Medicines, Inc. | USD 188.72 | ▲ 0.55% |
| GMAB | Genmab A/S | USD 42.07 | ▲ 5.16% |
| INCY | Incyte Corporation | USD 115.94 | ▼ 0.85% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 16:40 UTC. This page is informational and not investment advice.
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