BeiGeneBGNE
Market Cap: 17.2B
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: 10,000
Fund manager confidence
Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)
93% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 44
43% more funds holding in top 10
Funds holding in top 10: 7 [Q4 2023] → 10 (+3) [Q1 2024]
8% more call options, than puts
Call options by funds: $14.2M | Put options by funds: $13.2M
3% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 39
1% more funds holding
Funds holding: 196 [Q4 2023] → 197 (+1) [Q1 2024]
0.12% more ownership
Funds ownership: 3.59% [Q4 2023] → 3.71% (+0.12%) [Q1 2024]
10% less capital invested
Capital invested by funds: $8.1B [Q4 2023] → $7.26B (-$841M) [Q1 2024]
Research analyst outlook
8 Wall Street Analysts provided 1 year price forecasts over the past 6 months
8 analyst ratings
B of A Securities David Li | 6%downside $152.5 | Neutral Maintained | 9 Jul 2024 |
TD Cowen Yaron Werber | 56%upside $254 | Buy Maintained | 9 May 2024 |
TD Cowen Yaron Werber | 45%upside $236 | Buy Maintained | 24 Apr 2024 |
B of A Securities David Li | 1%upside $164.3 | Neutral Maintained | 8 Apr 2024 |
Bernstein Rebecca Liang | 1%downside $161 | Market Perform Maintained | 27 Mar 2024 |
Financial journalist opinion
Based on 3 articles about BGNE published over the past 30 days