BeOne Medicines AG ( ONC ) Guggenheim Securities 2nd Annual Healthcare Innovation Conference November 10, 2025 9:30 AM EST Company Participants Aaron Rosenberg - Chief Financial Officer John Scotti Conference Call Participants Michael Schmidt - Guggenheim Securities, LLC, Research Division Presentation Michael Schmidt Guggenheim Securities, LLC, Research Division Let's chat with BeOne Medicines. My name is Michael Schmidt, senior biotech analyst with Guggenheim.
While the top- and bottom-line numbers for BeOne Medicines Ltd. - Sponsored ADR (ONC) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
BeOne Medicines AG earns a Strong Buy rating, driven by robust growth of BTK inhibitor BRUKINSA and pipeline progress. BRUKINSA posted 49% year-over-year Q2 2025 revenue growth to $950 million, solidifying ONC's hematology market leadership. Sonrotoclax, a potential best-in-class BCL2 inhibitor for r/r MCL, achieved positive phase 1/2 results and FDA Breakthrough Therapy Designation.
BeOne Medicines Ltd. (NASDAQ:ONC ) Q2 2025 Earnings Call August 6, 2025 8:00 AM ET Company Participants Aaron Rosenberg - Chief Financial Officer Daniel Maller - Head of Investor Relations John V.
Although the revenue and EPS for BeOne Medicines Ltd. - Sponsored ADR (ONC) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
BeOne Medicines Ltd. - Sponsored ADR (ONC) witnessed a jump in share price last session on above-average trading volume.
Cancer stock BeiGene renamed itself as BeOne. Shares have gained 40% year to date, outperforming the S&P 500.
Zanubrutinib is currently best-in-class among BTK inhibitors for CLL, with superior efficacy and safety over ibrutinib and strong market momentum. Zanubrutinib will be in the leading position in CLL in the next 5 years, given the best-in-class BTK inhibitor and potential best combined regimen of zanubrutinib plus sonrotoclax in 2027. Pirtobrutinib maybe a powerful competitor to zanubrutinib when the phase 3 BRUIN CLL-314 trial PFS data is available in 2027.
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