BeiGene, Ltd. American Depositary Shares (ONC)

• Market cap: $25B
• 1 day: -1.67%
• 5 days: -8.24%
• 1 month: 12.44%
• 3 months: 5.61%
• 6 months: 13.14%
• Year to date: 26.08%
• 1 year: 37.57%
• 5 years: 42.10%
• 10 years: 719.17%
• Sector: Healthcare
• Industry: Biotechnology

About: Founded in 2010 in Beijing and having listed on the Hong Kong exchange in 2018, BeiGene is a commercial-stage biotechnology company with global sales. It focuses on oncology therapeutics and differentiates itself from other companies with a contract research organization-free, or CRO-free strategy. BeiGene runs global clinical trials with its own team. As of 2024, its core drug is Brukinsa, a small molecule drug for various blood cancers that makes up more than 60% of BeiGene's revenue.

Employees: 11,000

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

20% more call options, than puts

Call options by funds: $27.1M | Put options by funds: $22.6M

10% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 31

4% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 75

0% more funds holding

Funds holding: 223 [Q3] → 223 (+0) [Q4]

0.22% less ownership

Funds ownership: 3.72% [Q3] → 3.49% (-0.22%) [Q4]

23% less capital invested

Capital invested by funds: $10.4B [Q3] → $8.06B (-$2.35B) [Q4]

40% less funds holding in top 10

Funds holding in top 10: 10 [Q3] → 6 (-4) [Q4]

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $311 34% upside
• Avg. target: $326 41% upside
• High target: $350 51% upside

7 analyst ratings

• positive: 7 100%
• neutral: 0 0%
• negative: 0 0%

RBC Capital Gregory Renza 28% 1-year accuracy 22 / 78 met price target	34% upside $311	Outperform Maintained	8 May 2025
Guggenheim Michael Schmidt 42% 1-year accuracy 5 / 12 met price target	51% upside $350	Buy Maintained	8 May 2025
TD Securities Yaron Werber 38% 1-year accuracy 5 / 13 met price target	44% upside $334	Buy Reiterated	24 Apr 2025
JP Morgan Jessica Fye 54% 1-year accuracy 22 / 41 met price target	37% upside $317	Overweight Maintained	21 Apr 2025
RBC Capital Greg Renza 100% 1-year accuracy 1 / 1 met price target	34% upside $312	Outperform Initiated	7 Apr 2025