Added to YB: 2026-01-15
Pitch date: 2026-01-13
6160.HK [bullish]
BeOne Medicines AG
-2.75%
current return
Author Info
Alpha Talon Investment Research is a Hong Kong–based private family office deploying only proprietary capital across biotech, value turnarounds, and catalyst-driven shorts, focused on intrinsic value, regulatory odds, and mispriced fundamentals. Sign up for the newsletter.
Company Info
BeOne Medicines AG, an oncology company, engages in discovering and developing various treatments for cancer patients in the United States, China, Europe, and internationally.
Market Cap
$37.0B
Pitch Price
$210.80
Price Target
390.00 (+90%)
Dividend
N/A
EV/EBITDA
98.69
P/E
571.21
EV/Sales
6.83
Sector
Biotechnology
Category
growth
Alpha Talon Investment Research Analysis of the 44th Annual J.P.Morgan Healthcare Conference - BeOne Medicines AG
6160.HK: BRUKINSA-led hematology franchise w/ global standard of care position in CLL. Strong long-term data vs first-gen BTK inhibitors. Fixed duration combo w/ sonrotoclax + BTK CDAC program expanding addressable market. Solid tumor pipeline advancing. GAAP profitable w/ FCF generation. $390 price target.
Read full article (5 min)