Global Healthcare Analyst

Tina Banerjee

Equity research analyst having 15+ years of experience, with an interest on fundamentally strong global healthcare companies. I have been helping investors to find future winners in healthcare space to grow their wealth by focusing on the strength and potential of the business models of the companies. My initiating coverage reports and pitch help investors to know ‘what to buy’, ‘why to buy’, and ‘when to buy’. My clients always remain on top of the sector with the help of my timely and detailed notes on earnings or any news update. I also provide broader view on the entire healthcare sector through periodic thematic reports.

Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/beone-medicines-ltd" target="_blank" data-smartkarma-citation="entities:27352:1" rel="noopener">BeOne Medicines (6160 HK)</a> better-than-expected 2Q26 results, with total revenue of $1.7B, up 30% YoY, driven by 31% revenue growth of Brukinsa. Both operating and net incomes recorded triple-digit growth.</li>
<li>BeOne raised 2026 guidance for the second time this year. The company has raised revenue outlook by $300M to $6.6–6.8B, reflecting continued strength seen across the portfolio.</li>
<li>BeOne has established its innovation prowess, which lends visibility beyond Brukinsa. 2026 is a pivotal year with new approvals, label expansions, and late-stage trial data readouts.</li>
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BeOne Medicines (6160 HK) better-than-expected 2Q26 results, with total revenue of $1.7B, up 30% YoY, driven by 31% revenue growth of Brukinsa. Both operating and net incomes recorded triple-digit growth.
BeOne raised 2026 guidance for the second time this year. The company has raised revenue outlook by $300M to $6.6–6.8B, reflecting continued strength seen across the portfolio.
BeOne has established its innovation prowess, which lends visibility beyond Brukinsa. 2026 is a pivotal year with new approvals, label expansions, and late-stage trial data readouts.


BeOne Medicines (6160 HK): Brukinsa Drives Robust 2Q Performance; Consecutive Guidance Raise