BeOne Medicines at Morgan Stanley conference: brukinsa, pipeline drive growth
On Monday, September 14, 2026, BeOne Medicines (BGNE) attended the Morgan Stanley 24th Annual Global Healthcare Conference to share updates on the company's growth and progress. The company's management highlighted the strong demand for BRUKINSA, an expanded oncology pipeline, and recent investments in manufacturing and supply chain capacity.
BRUKINSA continues to drive growth, with a 31% global sales increase in the second quarter of 2024 and the highest new patient starts in over six years. The drug now boasts the broadest label in its class, covering five approved indications, including a recent Medicare study showing overall survival and treatment-duration advantages.
The company raised its full-year revenue guidance by $300 million and operating income guidance by $250 million, reflecting improved execution across the business. BeOne reached GAAP profitability and is now generating free cash flow, despite rising operating expenses. The upcoming years will see significant developments in five solid tumor programs, with BRUKINSA, a CDK4 inhibitor, a GPC3 x 4-1BB bispecific antibody, a PRMT5 inhibitor, and other emerging assets at various stages of progress.
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