BeOne Medicines Ltd. American Depositary Shares
About: Founded in 2010 in Beijing and having listed on the Hong Kong exchange in 2018, BeOne 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. BeOne 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 BeOne's revenue.
Employees: 11,000
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
28.11% more ownership
Funds ownership: 3.32% [Q1] → 31.43% (+28.11%) [Q2]
11% more call options, than puts
Call options by funds: $36.7M | Put options by funds: $33.2M
8% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 83
8% less funds holding
Funds holding: 261 [Q1] → 240 (-21) [Q2]
11% less funds holding in top 10
Funds holding in top 10: 9 [Q1] → 8 (-1) [Q2]
28% less capital invested
Capital invested by funds: $11.6B [Q1] → $8.34B (-$3.23B) [Q2]
42% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 48
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
|
RBC Capital
Leonid Timashev
|
$364
|
Outperform
Maintained
|
7 Aug 2025 |
|
Guggenheim
Michael Schmidt
|
$365
|
Buy
Maintained
|
7 Aug 2025 |
|
JP Morgan
Jessica Fye
|
$345
|
Overweight
Maintained
|
17 Jul 2025 |
|
Morgan Stanley
Sean Laaman
|
$330
|
Overweight
Maintained
|
27 Jun 2025 |
Financial journalist opinion
Based on 9 articles about ONC published over the past 30 days
