BeiGeneBGNE
Market Cap: $20.8B
About: BeiGene Ltd is a global oncology company that is discovering and developing innovative treatments that are more affordable and accessible to cancer patients worldwide. BeiGene's key cancer treatments are BRUKINSA (zanubrutinib), Bruton's tyrosine kinase (BTK) inhibitor, and TEVIMBRA (tislelizumab), an anti-PD-1 antibody. In addition, it has a diverse pipeline of novel therapeutics focusing on a range of malignancies, including AML, MDS, multiple myeloma, lung, gastrointestinal, breast, and gynecologic cancers. The Company operates in one segment: pharmaceutical products and is primarily located in the U.S. and the PRC. Key revenue is generated from the U.S.
Employees: 9,000
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
31% more call options, than puts
Call options by funds: $18.6M | Put options by funds: $14.2M
13% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 64
0.02% more ownership
Funds ownership: 3.72% [Q1] → 3.74% (+0.02%) [Q2]
3% less funds holding
Funds holding: 200 [Q1] → 194 (-6) [Q2]
8% less capital invested
Capital invested by funds: $7.28B [Q1] → $6.67B (-$611M) [Q2]
24% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 25
30% less funds holding in top 10
Funds holding in top 10: 10 [Q1] → 7 (-3) [Q2]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
JP Morgan Jessica Fye 51% 1-year accuracy 19 / 37 met price target | 2%upside $200 | Overweight Maintained | 20 Aug 2024 |
Citigroup Yigal Nochomovitz 50% 1-year accuracy 19 / 38 met price target | 47%upside $288 | Buy Maintained | 8 Aug 2024 |
B of A Securities David Li 0 / 0 met price target | 22%downside $153 | Neutral Maintained | 9 Jul 2024 |
Financial journalist opinion
Based on 9 articles about BGNE published over the past 30 days