NASDAQ · Health Care

BeOne Medicines Ltd. ONC

BeOne Medicines AG, an oncology company, engages in discovering and developing various treatments for cancer patients in the United States, China, Europe, and internationally.

Biotechnology: Pharmaceutical Preparations

Company profile

Business mix

  • 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.
  • Its clinical stage products comprise Sonrotoclax BGB-11417, a small molecule Bcl-2 inhibitor.
  • 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.

Current key questions

  • Can the company's products, services, or pipeline expand adoption within biotechnology?
  • How do reimbursement, regulation, clinical data, patents, and commercial execution affect growth?
  • Can margins and cash flow improve while funding research, manufacturing, or go-to-market investment?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 59.79 FCF 4% Buyback -10.1%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baker Bros. Advisors 15.0% $2.6B 2026-03-31
HHLR Advisors / Hillhouse Lei Zhang 18.4% $307.2M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 0 Last 1 13F filing periods
Net reducers 2 Last 1 13F filing periods
Unchanged holders 2 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $991.9M Estimated from net reduced shares
Net share change / base shares -27.0% -3,646,212 / 13,479,571
HHLR Advisors / Hillhouse Lei Zhang 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,034,306 Last 1 periods +0 (0.0%) Total shares 1,034,306 Value $307.2M
Baker Bros. Advisors 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 8,799,053 Last 1 periods +0 (0.0%) Total shares 8,799,053 Value $2.6B
Greenwoods / Jinglin George Jiang 1 filing periods
13F 2025-09-30 Filed 2025-11-10
Sold out Shares -100.0% 13F value change -$3.8M
Settlement As of 13F 2025-09-30 · Filed 2025-11-10
Base shares 15,502 Last 1 periods -15,502 (-100.0%) Total shares 0 Value $0
Baillie Gifford legacy James Anderson 1 filing periods
13F 2025-06-30 Filed 2025-08-06
Sold out Shares -100.0% 13F value change -$988.2M
Settlement As of 13F 2025-06-30 · Filed 2025-08-06
Base shares 3,630,710 Last 1 periods -3,630,710 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.