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ONONC

BeOne Medicines AG

$ONC·$37B·Biotechnology·Healthcare
$350.84-0.7%YTD+15.8%1Y+2.3%
Price updated 9h ago·X counts updated 6d ago
ONONC
$ONCBeOne Medicines AG
$350.84-0.74%7 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ONC on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

7X posts · last 7 days
Sep 1Sep 13
Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-17

BeOne Medicines chatter is bullish - ONC and Revolution Medicines announced a multi-part oncology collaboration testing combinations of BeOne's pipeline assets with RevMed's four clinical RAS(ON) inhibitors (daraxonrasib, zoldonrasib, elironrasib, RMC-5127), with exclusive regional commercialization terms for BeOne. ONC is up 27.7% vs the XBI +1.2% since June 26. The RVMD relationship expansion (following TNGX and BMY collaborations) is framed as RVMD maintaining optionality across MTAP-targeted PRMT5 collaborators.

Read what X is saying about $ONC

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ONC — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-18

The move is getting stronger, with heavier trading behind it.

Oncology-focused biopharm on a four-beat run with a major director monetizing.

BeOne Medicines (rebranded from BeiGene) is the oncology-focused global biopharm — real revenue growth, a Baker Bros. anchor position and a fresh Revolution Medicines collaboration.

  • Q2 EPS $2.05 versus $1.63 estimate; four-quarter track +26%, +168%, -64%, +51% — variable but net-positive.
  • Director Wang Xiaodong sold $13.4M at $349 Sept 8 after an option exercise — a large clip from a founder-level position.
  • Baker Bros. Advisors filed Amendment 14 to Schedule 13D Sept 16 showing 7.8% ownership (115.5M shares) — sustained conviction.
  • Multi-part oncology collaboration with Revolution Medicines Aug 17 covers four RAS(ON) inhibitor combinations with regional rights.

Q3 report Nov 5 against $1.9 estimate; RAS(ON) combination-trial cadence is the multi-quarter read.

Agrees with X sentimentX frames ONC around the Revolution Medicines collaboration and the +27.7% relative outperformance versus XBI — matches the disclosed deal and share tape.

What to watch: Q3 earnings Nov 5, RAS(ON) combination-trial enrollment cadence, and any additional director/officer monetization.

On the calendar: Q3 earnings on 2026-11-05

Read the AI verdict on $ONC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Global oncology company commercializing BRUKINSA (a BTK inhibitor) and developing a broad hematology and solid tumor drug pipeline.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $ONC.

Biotechnology · Healthcare

mRNA oncology platform is the week's catalyst — Merck CEO hinted positive MRNA melanoma Phase 3 data (Oct readout, potentially doubling cancer-free rate vs Keytruda), driving MRNA +8%. IBB +41% T12M reflects the GLP-1, gene-editing, and RNA-medicine premium multiples re-rating the sector. ALT +14.2% since earnings confirms GLP-1 pipeline names as the most active near-term catalyst cohort.

What this means for $ONC

Direct beneficiary — BRUKINSA (BTK inhibitor) revenue momentum in B-cell hematologic malignancies benefits from the oncology-platform re-rating; the broad cancer pipeline (anti-PD-1 TEVIMBRA, Bcl-2 inhibitors) gains investor interest alongside the overall IBB +41% T12M lift.

Top industry ETF

$IBBiShares Biotechnology ETF
+22.1%YTD
+42.4%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$1.63+25.8%
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 $1.90

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

5-year forecast · up to 28 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.7B$6.7B – $6.8B$7.45$5.69 – $10.0722
FY27$7.8B$7.7B – $7.9B$10.16$8.12 – $12.2124
FY28$8.9B$7.4B – $10.1B$13.82$8.02 – $19.3828
FY29$9.8B$9.0B – $10.4B$15.99$14.37 – $17.3822
FY30$11.1B$10.2B – $11.8B$19.57$17.58 – $21.2726

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.1.1×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.74%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.+2.2%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.+10.3%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 today0.6% 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.β0.525-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 transactions

SellSep 8Xiaodong WangChair38.3K sh$13.4MSellSep 1Titus B. BallPrincipal Accounting Officer132 sh$47KSellAug 25Xiaobin WuCOO280 sh$106KSellAug 12John OylerCEO54.9K sh$19.7MSellAug 11Lee Chan HenrySVP, General Counsel2.7K sh$960KSellAug 11John OylerCEO70.9K sh$25.7MSellAug 10John OylerCEO115.0K sh$41.2MSellAug 3Aaron RosenbergCFO1.2K sh$362KSellJul 30Lee Chan HenrySVP, General Counsel1.0K sh$338KSellJul 22Lee Chan HenrySVP, General Counsel1.7K sh$542K
1–10 of 15
+ 7 other (7 exempts) in window

See when $ONC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentSep 16SC 13D/A
AI summary

Baker Bros. Advisors LP filed Amendment No. 14 to its Schedule 13D for BeOne Medicines Ltd. (ONC), reporting sole beneficial ownership of 115,457,154 ordinary shares representing 7.8% of the outstanding class as of September 14, 2026. Baker Bros. holds sole voting and dispositive power over all reported shares, funded from fund capital. As a long-standing specialist healthcare fund with a history of active engagement, their continued ~8% stake signals sustained conviction in this oncology-focused biopharmaceutical company.

3New insider — initial holdingsJun 153
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for ONC (ONC) dated 2026-06-15. The filing reports initial beneficial ownership of shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

3New insider — initial holdingsJun 153
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for ONC (ONC) dated 2026-06-15. The filing reports initial beneficial ownership of shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

SC 13D/AActivist amendmentJun 15SC 13D/A
AI summary

Baker Bros amended its 13D filing disclosing a beneficial ownership position of 8.0% in ONC (ONC) as of 2026-06-15. The filer indicated plans: purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that sec. This is a material ownership disclosure indicating significant shareholder interest that may signal activist or strategic intent. Investors should monitor for further 13D amendments, which could indicate evolving positions or demands on management.

8-KOfficer or director changeJun 118-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
3/ANew insider — initial holdingsMay 153/A
S-3ASRAuto-shelf registrationMay 6S-3ASR
S-3ASRAuto-shelf registrationMay 6S-3ASR
+ 15 other (4 earnings 8-Ks · 2 10-Qs · 2 routine 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

BeOne Medicines AG (ONC) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcriptseekingalpha.com·5d agoBeOne Medicines (NASDAQ:ONC) Insider Sells $13,365,991.70 in Stockdefenseworld.net·7d agoOncolytics Biotech (TSE:ONC) Shares Pass Above Two Hundred Day Moving Average – Here’s Whydefenseworld.net·10d agoNykredit A S Invests $1.20 Million in BeOne Medicines Ltd. – Sponsored ADR $ONCdefenseworld.net·12d agoTrump's MFN Push Goes Beyond Big Pharma, Adds 9 Mid-Sized Drugmakerszacks.com·18d ago

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Voices on X · last 7 days

No standout posts about $ONC on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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