Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$40.0B
113M shares
52-week range
$253.95 – $385.22
71% from low
Sector
PHARMACEUTICAL PREPARATIONS
Exchange
NASDAQ
ADRC
P/S (TTM)
6.5
EV / FCF (TTM)
29.1
Formerly known as BeiGene and founded in 2010 in Beijing, BeOne is a commercial-stage biotech firm that produces oncology therapeutics. The company's main product is Brukinsa, which is a small-molecule drug that treats multiple forms of non-Hodgkin lymphoma and leukemia. The company conducts drug discovery, runs global clinical trials, and manufactures drugs independently. As of 2025, Brukinsa made up 74% of total revenue, while it has two other approved commercialized drugs in its portfolio, Beqalzi and Tevimbra. While Brukinsa has global leadership, the other two drugs generate revenue mostly from China. Based on Brukinsa, BeOne competes mainly with AbbVie and AstraZeneca. The company also has more than 50 drugs in clinical trials in its active pipeline, focused on other cancers.
www.beonemedicines.comNo one on the platform currently holds ONC.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 65,456 | $19.4M |
| Bridgewater Associatesas of 2025-03-31 | 772 | $210.1K |
No one on the platform has traded ONC yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 17.0% | — | — | — | ||
| Rev. Growth % | 40.2% | 76.8% | ||||
| Profit Margin % | 5.4% | -62.6% | -1258.1% | |||
| Free Cash Flow Margin % | 17.6% | -69.5% | -1197.8% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +13.6% on the P/E track.
At today's price, your expected annual return is +21.3% on the P/E track.
At today's price, your expected annual return is +27.9% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $6.7B | +27.3% | $7.45 | $5.69–$10.07 | 46.5× | 11 |
| 2027 | $7.8B | +15.6% | $10.16 | $8.12–$12.21 | 34.1× | 12 |
| 2028 | $8.9B | +13.9% | $13.82 | $8.02–$19.38 | 25.1× | 13 |
| 2029 | $9.8B | +10.0% | $15.99 | $14.37–$17.38 | 21.7× | 10 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $1.63 | $2.05 | +25.8% |
| 2026-05-06 | $0.73 | $1.96 | +168.5% |
| 2026-02-26 | $1.60 | $0.58 | -63.7% |
| 2025-11-06 | $0.72 | $1.09 | +51.4% |
| 2025-08-06 | $0.48 | $0.84 | +75.0% |
| 2025-05-07 | $-0.71 | $1.22 | +271.8% |
| 2025-02-27 | $-0.88 | $-1.43 | -62.5% |
| 2024-11-12 | $-0.88 |
@Gius_me $AUTL is my other big one, I also have $ONC by default since I work there. That's it outside of my retirement accounts 🙏🤞🙏🤞
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$19.6B Infusion In US Plants With Lower Drug Prices:: White House’s Deal With Mid-size Drugmakers $TEVA $BBIO $ONC $ALC https://stocktwits.com/news/equity/markets/19-6-b-infusion-in-us-plants-with-lower-drug-prices-white-house-s-deal-with-mid-size-drugmakers/cZYz7nNRJtG
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$BBIO $ONC $HIMS $SPRC 👁️
| $-1.15 |
| -30.7% |
| $48.9B |
| — |
| INSMInsmed Incorporated | $125.30 | -3.18% | $27.2B | — |
| IQVIQVIA Holdings Inc. | $265.67 | +1.49% | $43.7B | — |
Source: Financial Modeling Prep · peers by sector/industry
Jazz Pharmaceuticals said the FDA approved two first-line combination regimens containing Ziihera (zanidatamab-hrii) for adults with unresectable or metastatic HER2-positive gastroesophageal adenocarcinoma. The approval includes a triple regimen combining Ziihera with Tevimbra (tislelizumab-jsgr) and chemotherapy, and a double regimen combining Ziihera with chemotherapy, targeting different HER2 expression profiles. The FDA decision sent Jazz shares to a record intraday high of $266.38. Investor confidence had already strengthened after a strong Q2 2026 report, with revenue reaching $1.21 billion, well above consensus. Wall Street price targets ranged from $264 to $310. BeOne Medicines and Zymeworks, which originated zanidatamab, also gained following the approval. Overall, the FDA decision and Jazz’s solid financial performance reinforced optimism around its oncology growth prospects. $JAZZ $ONC $ZYME
View on StockTwits ↗JAZZ, ONC, ZYME Stocks In Focus After FDA Approves Gastroesophageal Cancer Therapy $JAZZ $ZYME $ONC https://stocktwits.com/news/equity/markets/jazz-onc-zyme-stocks-in-focus-after-fda-approves-gastroesophageal-cancer-therapy/cZYktYqRJoP
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$ONC https://www.stocktitan.net/news/ONC/be-one-medicines-announces-u-s-fda-approval-for-tevimbra-based-qtmviucsdy6m.html
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$IBRX - Our collaborator - $ONC - Another new high! Our time is soon. Next Week!
View on StockTwits ↗@Michael_garic $AUTL $IOVA My only two stocks besides $ONC (where I work so that does not count) ; almost even on both, it's been a long few years 🙌 🍀🤞🍀🤞
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@Gemjwel agreed, other competitors like $ONC are at $369 with slightly more market cap. I’d buy now, but afraid of the inevitable dip and no ability to stop.
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$IBRX Both $AMGN & $ONC hit new all time highs today...
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@cynicaloptimist @WAJeff @BustaCapital @Jblack500 @IsabellaDC @No_Face_character $ONC $BABA $LKNCY coffee$ been tasty
View on StockTwits ↗@Jblack500 @cynicaloptimist @WAJeff @BustaCapital @IsabellaDC @No_Face_character $SE $ONC $SKHY ... $KORU
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.