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BeOne Medicines AG
F:49BA

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BeOne Medicines AG Logo
BeOne Medicines AG
F:49BA
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Price: 304 EUR 4.11% Market Closed
Market Cap: €35B

BeOne Medicines AG
Investor Relations

BeiGene is a cancer drug company that discovers, develops, manufactures, and sells medicines for oncology. Its best-known products are targeted therapies and immunotherapies used to treat different kinds of blood cancers and solid tumors. The company also runs clinical trials to find new drug candidates and expand the uses of its existing medicines. BeiGene makes money mainly by selling its approved drugs through hospitals, clinics, pharmacies, and healthcare systems. It also earns income from licensing, collaboration, and development deals with other drug companies and research partners. The main customers are doctors, hospitals, and healthcare providers that prescribe or buy cancer treatments for patients. What makes BeiGene different is that it is both a research company and a commercial drug maker, with a strong focus on oncology. That matters because cancer drugs are usually sold in a highly regulated market where success depends on getting medicines approved, building trust with physicians, and proving real clinical benefit. BeiGene’s role is to turn lab research into medicines that can be sold and used in everyday cancer care.

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Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Aug 5, 2026
AI Summary
Q2 2026

Revenue beat: BeOne reported Q2 revenue of $1.7 billion, up 30% year over year, with GAAP EPS of $2.05 per ADS, up 144%.

BRUKINSA strength: BRUKINSA remained the main growth engine, with global sales above $1.2 billion and U.S. sales of $893 million, both up 31% year over year.

Guidance raised: Management lifted 2026 revenue guidance by $300 million to $6.6 billion to $6.8 billion and raised GAAP operating income guidance by $250 million to $1 billion to $1.1 billion.

Pipeline momentum: The quarter brought major clinical and regulatory progress, including FDA approval of BEQALZI in mantle cell lymphoma, positive MANGROVE data for BRUKINSA, and FDA acceptance of TEVIMBRA in HER2-positive GEA.

Commercial breadth: Growth was broad-based across geographies and products, with strong performance in Europe, China, and rest of world markets, plus continued traction from TEVIMBRA and the Amgen in-licensed portfolio.

Long-term strategy: Management emphasized BeOne’s goal of building disease franchises across hematology and solid tumors, while continuing to invest in pipeline programs and manufacturing capacity.

Investor focus: In Q&A, management said AV AMPLIFY has had little impact so far in the U.S., remained confident in CELESTIAL-301, and described MANGROVE as well received by physicians.

Key Financials
Total revenue
$1.7 billion
GAAP earnings per ADS
$2.05
BRUKINSA global sales
over $1.2 billion
BRUKINSA U.S. sales
$893 million
TEVIMBRA global sales
$229 million
Amgen in-licensed portfolio revenue
$157 million
China revenue
approximately $500 million
Europe revenue
approximately $208 million
Rest of world revenue
approximately $73 million
Gross profit
$1.5 billion
Gross margin
just under 90%
Operating expenses
$1.2 billion
Income from operations
$325 million
Net income
$237 million
Adjusted income from operations
$503 million
Adjusted net income
$444 million
Adjusted diluted earnings per ADS
$3.84
Free cash flow
$435 million
2026 revenue guidance
$6.6 billion to $6.8 billion
2026 GAAP operating income guidance
$1 billion to $1.1 billion
2026 non-GAAP operating income guidance
$1.7 billion to $1.8 billion
MANGROVE hazard ratio
0.57
ALPINE hazard ratio
0.69
BRUIN-314 hazard ratio
0.845
ASCO real-world CLL study size
over 10,500 Medicare fee-for-service patients
Real-world mortality reduction vs acalabrutinib
24%
Real-world mortality reduction vs ibrutinib
36%
Hopewell manufacturing expansion
$300 million
Other Earnings Calls

Management

Dr. Xiaobin Wu Ph.D.
President & COO
No Bio Available
Dr. Xiaodong Wang Ph.D.
Co-Chairman of Scientific Advisory Board & Non-Executive Director and Co-Founder
No Bio Available
Mr. Wang Lai Ph.D.
Global Head of R&D
No Bio Available
Mr. Aaron Rosenberg
CFO & Principal Financial Officer
No Bio Available
Mr. Titus B. Ball
VP & Chief Accounting Officer
No Bio Available
Ms. Liza Heapes
Head of Investor Relations
No Bio Available
Mr. Yang Ji
Chief Compliance Officer
No Bio Available
Dr. Yan Qi
Senior VP & Head of Public Affairs - Greater China
No Bio Available
Ms. Melika Davis
Senior VP & Global Head, Clinical Operations
No Bio Available
Dr. Jaspreet Jaggi M.D., Ph.D.
Senior VP & Head of Clinical Portfolio Strategy
No Bio Available

Contacts

Address
BASEL-STADT
Basel
c/o BeOne Medicines I GmbH, Aeschengraben 27
Contacts