BeOne Medicines AG (ONC) Earnings Call Transcripts
BeOne Medicines AG's Latest Earnings Call - June 2, 2026
In the second quarter of fiscal year 2026, BeOne Medicines AG showcased significant advancements in its solid tumor pipeline, particularly with the CDK4 inhibitor BGB-43395, which is now in Phase III trials. The company reported strong clinical data, including a confirmed objective response rate of approximately 70% in first-line metastatic breast cancer, positioning it favorably against existing therapies. Management maintained its guidance for sustained innovation, projecting 8 to 10 new molecular entities (NMEs) annually from 2026 onward, reflecting confidence in their development capabilities.
Reported metrics
| Metric | Value |
|---|---|
| Objective Response Rate (CDK4) | 70% (beat) |
| New Molecular Entities (NMEs) Guidance | 8-10 NMEs per year (positive) |
| B7-H4 ADC Phase III Readiness | null (null) |
| GPC3 x 4-1BB Objective Response Rate | 30% (positive) |
| Time to Phase III for CDK4 | 2.5 years (positive) |
| Patient Enrollment in GPC3 Study | 200+ patients (positive) |
Guidance from management
Management maintained its guidance for sustained innovation, projecting 8 to 10 new molecular entities (NMEs) annually from 2026 onward, reflecting confidence in their development capabilities.
What management said
Thanks, Mark. As our panelists come up to the stage, please, to participate in the Q&A, let me go through some general housekeeping items. [Operator Instructions] Now let's open up.
And just quickly add on the sponsor's perspective about the later-line combination as you heard from Professor Chon, what we think is so exciting about this molecule is magnitude of efficacy with an extremely clean safety profile. While we believe we likely could combine TKI, we would also be giving up that really clean safety profile with that combination. So for now, we're prioritizing monotherapy development in la...
What analysts pressed on
Analysts raised concerns about the long-term efficacy of the CDK4 inhibitor compared to existing therapies and the potential impact of gastrointestinal toxicity on patient adherence. There were also questions regarding the regulatory pathway for the GPC3 bispecific and its market positioning against other therapies.
Main topics on the call
- CDK4 Inhibitor Progress — BeOne's selective CDK4 inhibitor, BGB-43395, has shown promising results with a confirmed objective response rate of around 70% in first-line HR-positive breast cancer. CEO John Oyler stated, "This positions the program ...
- Solid Tumor Pipeline Expansion — Management emphasized the acceleration of their solid tumor pipeline, with multiple programs moving towards late-stage development. Dr. Lai Wang noted, "We expect to sustain this cadence of roughly 8 to 10 NMEs a year fr...
- B7-H4 ADC Development — The B7-H4-targeting ADC is on track for a Phase III trial in ovarian cancer, with early data suggesting a favorable safety profile and efficacy. Mark Lanasa highlighted, "We believe this combination of product attributes...
- GPC3 x 4-1BB Bispecific Progress — The GPC3 x 4-1BB bispecific program demonstrated an objective response rate over 30% in heavily pretreated HCC patients. Dr. Hong Jae Chon stated, "We are seeing responses across a range of patient subgroups, including b...
Read the full BeOne Medicines AG transcript (June 2, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About BeOne Medicines AG
BeOne Medicines AG (ONC) is a publicly listed company in the Biotechnology industry, within the Health Care sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 69 calls on record spanning January 15, 2020 to August 5, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 69 BeOne Medicines AG earnings call transcripts on record, spanning January 15, 2020 to August 5, 2026. Based on this history, BeOne Medicines AG reports quarterly. The most recent call on file is dated August 5, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- ONC
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Health Care
- Industry
- Biotechnology
- Calls on record
- 69
- First call
- January 15, 2020
- Most recent
- August 5, 2026
- Reporting cadence
- quarterly