Q3: 2025-11-06 Earnings Summary
EPS of $1.09 beats by $0.23
| Revenue of $1.41B (41.00% Y/Y) beats by $48.33M
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. And it’s my great pleasure to welcome Aaron Rosenberg, CFO of BeOne as well as John Scotti, Head of Strategy. Welcome. Thanks for joining us.
Aaron Rosenberg
Chief Financial Officer
Thank you for having us.
Question-and-Answer Session
Michael Schmidt
Guggenheim Securities, LLC, Research Division
So there are a lot of exciting things happening at BeOne Medicines. BeOne is one of the fastest-growing large biotech companies in my view. And this is the first year in its history really that the company has reached profitability. At the same time, BeOne has one of the deepest product pipelines in the industry. And so if you maybe step back for one second, Aaron, what are the key competitive advantages of the platform as you see it?
Aaron Rosenberg
Chief Financial Officer
Great. And thank you again for having us. So we could probably spend the entire time, I think, talking about the differentiating features of BeOne Medicines. So we’ll focus on a few. And I think what we often point to is our fully integrated CRO-free clinical development organization. Clearly, we have incredible discovery capabilities. You see that in action in our performance, putting 10 internally developed NMEs into the clinic in 2024 and 16 since that time to date.
And clearly, we have that capability in basic science. But what we recognized upon our founding was the critical importance of clinical development in terms of realizing the value of that innovation ultimately to the
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