BeOne Medicines Ltd.

BEIGF

Held by 2 specialist biotech funds

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Fund Holdings

Baker Bros. Advisors Driehaus Capital

AI Signal

## Signal Note: Baker Bros.

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Catalysts

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Position Details

Baker Bros. AdvisorsNEWFeb 17, 2026

Shares: 8,799,053Value: $2673.2M

## Signal Note: Baker Bros. Initiates Massive Position in BeiGene (BEIGF) Baker Bros. Advisors has taken a new position of ~8.8M shares in BeOne Medicines (formerly BeiGene), though the reported dollar value ($2.67T) appears to be a data error — at recent prices (~$200-230/share), the position is likely worth approximately $1.8-2.0B, which would still represent one of Baker's largest concentrated bets. This is a high-conviction signal given Baker's track record of deep scientific diligence in oncology: BeiGene's core asset zanubrutinib (BRUKINSA), a next-gen BTK inhibitor, is on a rapid global revenue trajectory (approaching $4B+ annualized run-rate) and has demonstrated superiority over ibrutinib in head-to-head trials across

Driehaus CapitalNEW

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Also Held by These Funds

ALKS2 funds ARGX2 funds ARWR2 funds ABCL2 funds NUVL2 funds DSGN2 funds CELC2 funds EWTX

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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# Signal Note: Driehaus Capital Initiates BeOne Medicines Position Driehaus Capital's $7.1M entry into BeOne Medicines signals confidence in the company's pipeline, likely driven by upcoming clinical catalysts in their lead program(s). BeOne's focus on precision oncology and rare diseases aligns with Driehaus's growth mandate, though the specific therapeutic areas and near-term trial readouts warrant clarification to assess timing and risk/reward. This $23k+ share stake suggests conviction ahead of potential data releases or partnership announcements that could re-rate the stock.