BeOne Medicines NASDAQ: ONC reported second-quarter revenue of $1.7 billion, up 30% from a year earlier, and GAAP earnings per ADS of $2.05, up 144%, as sales of its BTK inhibitor BRUKINSA continued to expand across approved indications and global markets.
BeOne Medicines AG (ONC) Q2 2026 Earnings Call Transcript
While the top- and bottom-line numbers for BeOne Medicines Ltd. - Sponsored ADR (ONC) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
BeOne Medicines Ltd. - Sponsored ADR (ONC) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects.
BeOne Medicines NASDAQ: ONC used an investor event at ASCO to outline what executives described as a new phase of growth beyond hematology, highlighting three solid tumor programs that the company said are moving toward registrational development.
BeOne Medicines remains a strong buy despite a modest 2026 guidance miss, with a $410/share 12-month price target. Brukinsa's 49% YoY growth to $3.93B in 2025 and best-in-class CLL data underpin ONC's market leadership and profitability inflection. Imminent catalysts include potential FDA approvals for Sonrotoclax (BCL2 inhibitor) and BTK-CDAC (BTK degrader), both poised to drive substantial upside in 2026.
The headline numbers for BeOne Medicines Ltd. - Sponsored ADR (ONC) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Investors need to pay close attention to ONC stock based on the movements in the options market lately.
BeOne Medicines AG ( ONC ) Jefferies London Healthcare Conference 2025 November 17, 2025 11:00 AM EST Company Participants John Oyler - Co-Founder, Executive Chairman & CEO Aaron Rosenberg - Chief Financial Officer Mark Lanasa - Senior VP & Chief Medical Officer for Solid Tumors Conference Call Participants Yuxi Dong - Jefferies LLC, Research Division Presentation Yuxi Dong Jefferies LLC, Research Division All right. Good afternoon, everyone.
BeOne Medicines AG ( ONC ) Guggenheim Securities 2nd Annual Healthcare Innovation Conference November 10, 2025 9:30 AM EST Company Participants Aaron Rosenberg - Chief Financial Officer John Scotti Conference Call Participants Michael Schmidt - Guggenheim Securities, LLC, Research Division Presentation Michael Schmidt Guggenheim Securities, LLC, Research Division Let's chat with BeOne Medicines. My name is Michael Schmidt, senior biotech analyst with Guggenheim.
While the top- and bottom-line numbers for BeOne Medicines Ltd. - Sponsored ADR (ONC) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
BeOne Medicines AG earns a Strong Buy rating, driven by robust growth of BTK inhibitor BRUKINSA and pipeline progress. BRUKINSA posted 49% year-over-year Q2 2025 revenue growth to $950 million, solidifying ONC's hematology market leadership. Sonrotoclax, a potential best-in-class BCL2 inhibitor for r/r MCL, achieved positive phase 1/2 results and FDA Breakthrough Therapy Designation.