Recorded 05/28/25

TD Cowen analyst Yaron Werber speaks with John Oyler about the secret to BeOne's success, the opportunities and challenges of running a global biotech, and John's outlook for the biotech industry given the current geopolitical uncertainty. John believes BeOne is differentiated by its culture of ownership and urgency, which has enabled them to stay innovative and nimble, even at a global scale. The company has streamlined R&D by keeping everything internal (no CROs) and understands the specific nuances of patients, physicians, and systems in each country they operate in, thereby vastly accelerating clinical timelines vs competitors. The current geopolitical uncertainty will be challenging for biotech given the long timescale of investment, but BeOne is well positioned to weather the storm given prudent redundancies in their diversified global supply chain and manufacturing.

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