BeOne Medicines AG
$329.80+0.7%
Mentions · last 7 days
22
Price updated 12m ago·X counts updated 22h ago
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Biotechnology sits in its cycle right now — and what that implies for $ONC.
Biotechnology
No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.
Top industry ETF
$IBBiShares Biotechnology ETF
+12.1%YTD
+43.8%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
5.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
7.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
12.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
2.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
7.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
12.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
87.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$2.05$1.66+23.5%
Q1 2026May 6, 2026$1.96$0.73+168.5%
Q4 2025Feb 26, 2026$0.58$1.60-63.7%
Q3 2025Nov 6, 2025$1.09$0.72+51.4%
Next earningsThu, Nov 5·consensus EPS $1.26
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.7B+29.6%89.8%19.1%$27.56$435.3M
Q1 FY26$1.5B+35.5%89.0%16.5%$26.65$161.0M
Q4 FY25$1.5B+32.8%90.5%12.4%$7.67$131.3M
Q3 FY25$1.4B+41.0%86.1%11.5%$14.69$354.5M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$6.5B$6.3B – $6.8B$6.85$6.11 – $7.3322
FY27$7.5B$7.4B – $7.7B$9.81$6.00 – $12.1823
FY28$8.6B$7.4B – $9.9B$13.46$7.63 – $19.4027
FY29$9.5B$8.9B – $10.2B$16.66$15.36 – $18.4513
FY30$10.7B$10.1B – $11.6B$21.46$19.78 – $23.7613
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.56%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+10.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+4.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatMid float · 67.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.495-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
BeOne Medicines Q2 Earnings Call HighlightsBeOne Medicines AG (ONC) Q2 2026 Earnings Call TranscriptBeOne Medicines Ltd. - Sponsored ADR (ONC) Q2 Earnings: How Key Metrics Compare to Wall Street EstimatesBeOne Medicines Announces Second Quarter 2026 Financial Results and Business UpdatesCountdown to BeOne Medicines Ltd. - Sponsored ADR (ONC) Q2 Earnings: A Look at Estimates Beyond Revenue and EPS
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