HERIZON-GEA-01 Phase 3 Zanidatamab Combo Data Might Change The Case For Investing In BeOne Medicines (ONC)

Simply Wall St.01-15

BeOne Medicines recently presented full Phase 3 HERIZON-GEA-01 results for ZIIHERA (zanidatamab) plus TEVIMBRA (tislelizumab) and chemotherapy in first‑line HER2-positive gastroesophageal ...

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The regimen’s high overall response rate and prolonged median duration of response, combined with BeOne’s commercial rights to ZIIHERA across much of Asia Pacific, elevate the potential relevance of these data for future regulatory filings and market reach in a region with a heavy gastroesophageal cancer burden. We will now examine how the strong HERIZON-GEA-01 Phase 3 results, especially the durable responses, reshape BeOne Medicines’ existing investment narrative. Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.AdvertisementBeOne Medicines Investment Narrative RecapTo own BeOne Medicines, you need to believe its transition from a BRUKINSA‑centric story to a broader oncology platform can continue, with ZIIHERA and TEVIMBRA expanding the solid‑tumor franchise. The strong HERIZON‑GEA‑01 Phase 3 data reinforce BeOne’s pipeline depth and may sharpen focus on regulatory outcomes for TEVIMBRA and ZIIHERA filings as the key near term catalyst, while heavy exposure to a few core oncology assets remains a central risk. The HERIZON‑GEA‑01 results announced on January 6, 2026, stand out because they directly support BeOne’s plan to submit supplemental BLAs to the U.S. FDA and China’s NMPA for TEVIMBRA and ZIIHERA in HER2+ GEA. This connects the ASCO GI presentation to one of the clearest upcoming milestones on the stock, as regulators in the U.S., China and other Asia Pacific territories review whether this high response rate and durable median duration of response can translate into label expansions. Yet, even with encouraging HERIZON‑GEA‑01 data, investors should be aware that BeOne’s heavy dependence on a concentrated oncology portfolio means... Read the full narrative on BeOne Medicines (it's free!)BeOne Medicines' narrative projects $7.6 billion revenue and $1.3 billion earnings by 2028. This requires 18.6% yearly revenue growth and about a $1.5 billion earnings increase from -$177.6 million today.Uncover how BeOne Medicines' forecasts yield a $401.52 fair value, a 16% upside to its current price.Exploring Other PerspectivesONC 1-Year Stock Price Chart Six fair value estimates from the Simply Wall St Community span roughly US$255.78 to US$921.74 per share, showing how far apart individual views on BeOne’s upside can be. Against that wide range, the new HERIZON GEA data and pending TEVIMBRA and ZIIHERA filings remind you that differing opinions often hinge on how each investor weighs regulatory success against concentrated product risk and intense oncology competition.Explore 6 other fair value estimates on BeOne Medicines - why the stock might be worth over 2x more than the current price!Build Your Own BeOne Medicines NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your BeOne Medicines research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.Our free BeOne Medicines research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate BeOne Medicines' overall financial health at a glance.Ready For A Different Approach?Opportunities like this don't last. These are today's most promising picks. Check them out now:Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 38 best rare earth metal stocks of the very few that mine this essential strategic resource.The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.These 14 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if BeOne Medicines might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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