Beam Therapeutics, Inc. (BEAM)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$25.87-6.91%
Close 2026-11-05 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
QuarterlyIQ Insights · BEAM
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within health care on a research-validated quality screen. As of 2026-11-04.
The screen ranks BEAM against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 0 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated weak grew net income 29% of the time over the next year (vs 52% for the rest of the cohort, n=10118).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
The company expects to complete dosing in the pivotal cohort in the first half of 2027.
Stated in 3 of 3 supplied quarters. Management reported: “The company expects to complete dosing in the pivotal cohort in the first half of 2027.” “• In July, Beam dosed the first patient in the global pivotal cohort of the ongoing Phase 1/2 trial evaluating BEAM-302 in patients with AATD-associated lung disease, with or without liver disease.” Revenue was $0.307 million in 2026-Q3.
“The company expects to complete dosing in the pivotal cohort in the first half of 2027.”
“• In July, Beam dosed the first patient in the global pivotal cohort of the ongoing Phase 1/2 trial evaluating BEAM-302 in patients with AATD-associated lung disease, with or without liver disease.”
“Beam expects to initiate this pivotal cohort in the second half of 2026.”
• Beam expects to report updated clinical data by year-end 2026 and submit a U.S. biologics license application (BLA) for risto-cel as early as year-end 2026.
Stated in 3 of 3 supplied quarters. Management reported: “• Beam expects to report updated clinical data by year-end 2026 and submit a U.S. biologics license application (BLA) for risto-cel as early as year-end 2026.” “• Beam expects to report updated data for the BEACON trial by year-end 2026 and submit a biologics license application (BLA) for risto-cel as early as year-end 2026.”
“• Beam expects to report updated clinical data by year-end 2026 and submit a U.S. biologics license application (BLA) for risto-cel as early as year-end 2026.”
Cash Runway Beam expects that its cash, cash equivalents and marketable securities as of September 30, 2026, together with an additional $200 million expected to be drawn from the company’s facility…
Stated in 3 of 3 supplied quarters. Management reported: “Cash Runway Beam expects that its cash, cash equivalents and marketable securities as of September 30, 2026, together with an additional $200 million expected to be drawn from the company’s facility with Sixth Street, will fund anticipated operating expenses and capital expenditure requirements into mid-2029, assuming satisfaction of the conditions applicable to those additional borrowings.” Revenue was $0.307 million in 2026-Q3.
Beam expects to initiate dosing in the Phase 1/2 trial in early 2027.
Stated in 3 of 3 supplied quarters. Management reported: “Beam expects to initiate dosing in the Phase 1/2 trial in early 2027.” “• Beam has initiated clinical start-up activities for the planned Phase 1/2 trial for BEAM-304.”
“Beam expects to initiate dosing in the Phase 1/2 trial in early 2027.”
Progress the BEAM-302 Phase 1/2 trial including dosing pivotal cohort and pursuing accelerated approval for alpha-1 antitrypsin deficiency.
Over the trailing year it converted 1.24x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
13 material management or governance events in the past 24 months, led by M&A activity. Historically, Health Care names rated neutral grew net income 46% of the time over the next year (vs 44% for the rest of the cohort, n=13229).
Not investment advice. As of 2026-11-04.
“• Beam expects to report updated data for the BEACON trial by year-end 2026 and submit a biologics license application (BLA) for risto-cel as early as year-end 2026.”
“• Beam expects to submit a BLA for risto-cel as early as year-end 2026.”
“Cash Runway Beam expects that its cash, cash equivalents and marketable securities as of September 30, 2026, together with an additional $200 million expected to be drawn from the company’s facility…”
“Cash Runway Beam expects that its cash, cash equivalents and marketable securities as of June 30, 2026, together with an additional $200 million expected to be drawn from the company’s facility with…”
“Cash Runway Beam expects that its cash, cash equivalents and marketable securities as of March 31, 2026, which includes $100 million from the close of the company’s financing agreement with Sixth Str…”
“• Beam has initiated clinical start-up activities for the planned Phase 1/2 trial for BEAM-304.”
“• Beam expects to file an investigational new drug (IND) application with the FDA for BEAM-304 in 2026 following completion of pre-IND activities.”