BeiGene, Ltd.

BeiGene, Ltd. Earnings Recaps

ONC 1 recap
Next earnings: February 25, 2027 (estimated) · full calendar
Q3 2026 Nov 7, 2026

BeOne’s Q3 results were mixed-to-positive, with the stock up 2.5% after the report. BRUKINSA sales growth and progress across the pipeline were notable, while the transcript excerpt provides limited detail on overall financial results or 2026 guidance.

Key takeaways
  • BRUKINSA sales were $1.4 billion, up 34% year over year; U.S. sales topped $1 billion for the first time in a quarter.
  • Management cited six real-world CLL data sets, with all 21 reported hazard ratios favoring BRUKINSA across overall survival, time to discontinuation, and time to next treatment.
  • BeOne highlighted five late-stage solid-tumor programs with differentiated data, spanning GPC3, PRMT5, CEA, CDK4, and B7-H4 targets.
  • The company said its CDK4 inhibitor and B7-H4 ADC moved from first-in-human studies to pivotal development in two and a half years.
  • The provided excerpt does not include CFO details on Q3 financials or 2026 guidance, limiting assessment of earnings and outlook beyond the commercial and pipeline updates.