BEAM Beam Therapeutics Inc

Jones on $BEAM -- We are assuming coverage of BEAM with a Buy rating and $35 PT. [ALNY ARWR WVE KRRO BOLD PRME] Our valuation is primarily based on BEAM-302 for AATD. Despite heavy competition in the AATD pipeline, BEAM-302 will likely be the first genetic medicine to market for the ~10K US patients who are currently being treated for Pi*ZZ AATD. The pivotal trial is now enrolling, with topline data potentially by 1H28. We forecast $3.2B in unadjusted peak sales in 2034, with a 65% probability of success. We also value revenues from SCD (90% POS, $340M peak sales), GSD1a (35% POS, $262M peak sales), and PKU (15% POS, $1.5B peak sales). The remainder of our valuation comes from YE27 net cash ($6/sh) and platform value ($5/sh). Assume Buy and $35.

H.C. Wainwright says the $BEAM (Buy-$80) BEAM-301 data presented today at the ESGCT congress strengthens its conviction in the platform's pot'l across hematology and liver-targeted genetic diseases — sees higher PoS for both BEAM-302 and BEAM-301 — for '301, the early fasting and starch-reduction findings are encouraging.

H.C. Wainwright reiterated $BEAM Buy-$80 after Beam announced that the BEACON Phase 1/2 trial evaluating ristoglogene autogetemcel (risto-cel) in sickle cell disease (SCD) met its primary efficacy endpoint. [AGIO VRTX CRSP PFE IRON SNY] H.C. Wainwright said in its note: The results support a planned biologics license application (BLA) submission as early as year-end 2026, potentially the first BLA for a base editing therapy, consistent with perspective outlined in our July 7 report, Sickle Cell Disease BLA Expected by Year-End 2026; AATD Pivotal Cohort Start On-track for 2H26; Reiterate Buy. In our view, achieving the pivotal endpoints reduces clinical uncertainty ahead of filing and strengthens our confidence in Beam's base-editing platform. We reiterate our Buy rating and $80 price target.

Beam just got the big stage at ASH imo $BEAM presents updated sickle cell data as an oral Saturday Dec 12 at 5pm CT, press program slot and all. BLA filing targeted by year end, and it closed yesterday at 27.79 up 5.5% on the news

📅 CATALYST REMINDER | $BEAM October 27–28, 2026 — Phase 1/2 Data Discussion / Poster Beam will host a BEAM-301 investor webcast on October 27 and present initial Phase 1/2 data for glycogen storage disease type Ia at ESGCT on October 28. More details in our hub. #BEAM #Biotech #GeneEditing

$BEAM BEAM-302 has demonstrated meaningful correction of the underlying AAT deficiency, while BEAM-301 has delivered encouraging early clinical results. Risto-cel is approaching regulatory submission, and the company has approximately $1 billion in cash and securities. The real opportunity is platform validation. If Beam can repeatedly demonstrate safe, durable, precise genetic editing across multiple diseases, today's $2.6 billion market cap could eventually look remarkably inexpensive. There are legitimate clinical, regulatory, and commercialization risks, but I'm looking at a 3–5 year horizon, not next week's price action. I see a credible path to a multibillion-dollar gene-editing franchise. $BEAM is one to accumulate I think

$BEAM reported earnings this morning before the open and missed EPS estimates with a larger loss: -$1.28 GAAP EPS vs -$1.15 expected, according to Stock Meadow.

$BEAM Is a 2-of-3 response at 40 mg enough to carry Beam's BEAM-301 to the FDA? 🏢 Beam Therapeutics, a gene-editing biotech worth about $2.46B on its $23.79 close at 16:00 ET on Oct 26, 2026, said Oct 27 that the third patient on BEAM-301's highest dose tested so far, 40 mg, for the blood-sugar disorder GSDIa showed no rise in fasting time at the first post-dose check (data to Aug 17, 2026) ⚠️ Four of six patients had serious treatment-related side effects, including three Grade 3 infusion reactions, so the 60 mg cohort also tests Beam's changed steroid premedication and infusion rate 📈 On the bull side, median follow-up is now 7.6 months, glucose control improved despite less starch, and Beam plans to engage the FDA on a potential path to approval 📅 Next: Investor webcast Oct 27, 2026, at 8:00 a.m. ET; 60 mg enrollment is underway with no data date given Source: GlobeNewswire release, Oct 27 + SEC 8-K, Aug 4

Yesterday $BEAM put up the pivotal win and the stock still closed down 7% BEACON hit its endpoint, 12 months with no severe VOCs, independently adjudicated. 49 treated, 31 through the follow up, BLA goes in as early as year end ASH gets the BEACON data Dec 12, oral slot, press program and all. Dec 12 is the date imo

BEAM Stock Climbs On First Look At One-Time GSDIa Gene Fix; H.C. Wainwright Sees Further 200% Upside $BEAM $ARKK $XBI https://stocktwits.com/news/equity/markets/beam-stock-climbs-on-first-look-at-one-time-gsd-ia-gene-fix-h-c-wainwright-sees-further-200-upside/cZUe1MhRBCD

$BEAM — First BEAM-301 data in GSD Ia: genetic correction proof of concept; FDA pathway discussion started. 4 of 6 patients had serious related events. Information only — not investment advice. More details in our hub.