BeOne Medicines (ADR) (ONC)
Develops and commercializes oncology medicines through an in-house global model.
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Discovers, develops, manufactures, and commercializes oncology medicines, led by BRUKINSA and TEVIMBRA. A global in-house model connects blood-cancer and solid-tumor research with commercialization, while the business depends on country-specific approvals, reimbursement, intellectual property, manufacturing execution, and a small number of products.
Develops and commercializes oncology medicines through an in-house model spanning research, clinical development, manufacturing, and commercialization. BRUKINSA, a BTK inhibitor, is the commercial anchor; TEVIMBRA, an anti-PD-1 antibody, adds a second major proprietary franchise, alongside PARTRUVIX and in-licensed products such as XGEVA, BLINCYTO, and KYPROLIS.
Operates through major hubs in Basel, Beijing, Cambridge, San Carlos, and Hopewell, with products approved across many markets and research programs covering blood cancers and solid tumors. Founder-led continuity and control from discovery through commercialization define the operating model.
Depends on country-specific approvals, reimbursement, intellectual-property protection, manufacturing execution, and a small number of commercial products. Patent disputes involving BRUKINSA and shifting partnership rights around TEVIMBRA also shape the commercial perimeter.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 10, 2026 | Barclays | Reiterate | Rating: —Target: $407 | Target: $415 |
| Aug 10, 2026 | Wolfe Research | Reiterate | Rating: —Target: $340 | Target: $370 |
| Aug 6, 2026 | Barclays | Reiterate | Rating: —Target: $403 | Target: $407 |
| Jul 14, 2026 | Barclays | Reiterate | Rating: —Target: $409 | Target: $403 |
| Jul 13, 2026 | Jefferies | Upgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $5.10B · Total debt $1.14B · Total assets $9.18B · Shareholders' equity $5.17B
- Revenue
- $1.71B
- Operating income
- $325.0M
- Net income
- $237.0M
No dividends on record.
| Institutions | 32.73% | 34.97M ADS | |
|---|---|---|---|
| 296 holders · as of Jun 30, 2026 | |||
| Other | 67.27% | 71.89M ADS | |
| remainder | |||
106.86M ADS as of Sep 14, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Some positions are filed in underlying shares, not receipts; the ratio is unknown, so no percentage.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Baker Bros. Advisors LPInstitution | 8.24% | 8.80M ADS | as of Jun 30, 2026 |
Primecap Management Co/CA/Institution | 4.69% | 5.01M ADS | as of Jun 30, 2026 |
Capital International InvestorsInstitution | 3.94% | 4.21M ADS | as of Jun 30, 2026 |
FMR LLCInstitution | 2.32% | 2.48M ADS | as of Jun 30, 2026 |
Capital World InvestorsInstitution | 2.11% | 2.25M ADS | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 8, 2026 | Xiaodong Wang | director, other: Chair, Scientific Advisory Brd | −38,287 | $349.10 |
| Sep 1, 2026 | Titus B. Ball | officer: Principal Accounting Officer | −132 | $355.86 |
| Aug 25, 2026 | Xiaobin Wu | officer: President and COO | −280 | $380.00 |
| Aug 11, 2026 | Chan Henry Lee | officer: SVP, General Counsel | −2,666 | $360.00 |
| Aug 12, 2026 | John Oyler | director, officer: Chief Executive Officer | −54,892 | $358.15 |
- AstraZeneca (ADR)
Closest global BTK-class rival across major B-cell malignancies
- AbbVie
Direct BTK rivalry through jointly marketed IMBRUVICA
- Merck
Global PD-1 benchmark across overlapping solid tumors
- Eli Lilly
Non-covalent BTK challenger in relapsed blood cancers
- Bristol-Myers Squibb
PD-1 rival in upper gastrointestinal cancers
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| BeOne Medicines (ADR) | $362.03 | −1.00% | $39.07B | 5.1 | 45.9 | 6.4 | +29.6% |
| AstraZeneca (ADR) | $168.26 | +0.10% | $260.70B | 25.2 | 15.8 | 4.2 | +6.4% |
| AbbVie | $263.99 | −0.19% | $467.37B | 74.5 | 17.4 | 7.3 | +10.2% |
| Merck | $151.31 | +1.21% | $369.24B | 119.6 | 17.5 | 5.6 | +5.1% |
| Eli Lilly | $1,167.43 | +0.22% | $1.10T | 39.1 | 28.6 | 13.8 | +47.7% |
| Bristol-Myers Squibb | $62.88 | +0.42% | $127.91B | 13.8 | 9.8 | 2.6 | +5.7% |
| Median | 39.1 | 17.4 | 5.6 | +6.4% |