ONC Earnings
Wednesday, May 06 2026
EPS Estimate
$0.85
$0.29 – $1.28
Revenue Estimate
$1.4B
Current Price
$318.07
Our Position
bullishBrukinsa lifts Q4 revenue 33% QoQ; 2026 guidance at $6.2B–$6.4B
structured data
est. revisions rising
(+21.2pp / 30d)
Brukinsa's sustained high-40s growth rate proves the drug remains a commercial engine with room to run. Guidance at the lower end of consensus suggests management is being cautious rather than aggressive — a posture that reduces downside risk if execution falters.
Watch: Track Q1 2026 Brukinsa uptake in early April when the company reports. Growth deceleration below 30% YoY would signal market saturation; sustained 40%+ growth would justify the stock's premium valuation and Truist's $412 price target.
Data Signal Summary
2 bullish
2 bearish
Estimates up +3%
Insider selling cluster
Put/call 0.6 (bullish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-1.8%
P/E Ratio
125.7
Est. Revisions (30d)
+3.4% 1up/1dn
Analyst Target (mean)
$408 $333–$498 +28%
Options P/C Ratio
0.64
Est. Dispersion
117% 9 analysts
Insider Cluster
strong sell
Fund Convergence
strong Citadel, D.E. Shaw, Two Sigma
Recent Activity
insider trades
78 transactions
Sell
·
LEE CHAN HENRY (General Counsel)
·332 shares
·$103,448
Exercise
·
LEE CHAN HENRY (General Counsel)
·332 shares
·$63,598
Sell
·
LEE CHAN HENRY (General Counsel)
·341 shares
·$102,300
Exercise
·
LEE CHAN HENRY (General Counsel)
·341 shares
·$65,348
Sell
·
LEE CHAN HENRY (General Counsel)
·1,660 shares
·$580,197
73 more
Exercise
·
LEE CHAN HENRY
·1,660 shr
·$317,721
Sell
·
LEE CHAN HENRY
·664 shr
·$220,289
Exercise
·
LEE CHAN HENRY
·664 shr
·$127,196
Sell
·
OYLER JOHN VICTOR
·100,000 shr
·$30,659,419
Sell
·
LEE CHAN HENRY
·664 shr
·$213,569
Sell
·
SANDERS CORAZON CORSEE D
·2,627 shr
·$895,534
Exercise
·
SANDERS CORAZON CORSEE D
·2,627 shr
·$417,772
Sell
·
WU XIAOBIN
·3,991 shr
·$1,518,303
Sell
·
WU XIAOBIN
·16,009 shr
·$5,846,820
Sell
·
LEE CHAN HENRY
·996 shr
·$347,770
Exercise
·
LEE CHAN HENRY
·996 shr
·$190,704
Sell
·
OYLER JOHN VICTOR
·27,803 shr
·$9,055,694
Sell
·
LEE CHAN HENRY
·10,006 shr
·$3,257,289
Exercise
·
LEE CHAN HENRY
·8,894 shr
·$1,752,981
Sell
·
WANG LAI
·5,000 shr
·$1,750,312
Sell
·
SANDERS CORAZON CORSEE D
·2,665 shr
·$898,105
Exercise
·
SANDERS CORAZON CORSEE D
·2,665 shr
·$414,887
Sell
·
BALL TITUS BENJAMIN
·122 shr
·$39,865
Sell
·
WU XIAOBIN
·89,794 shr
·$27,347,635
Exercise
·
WU XIAOBIN
·89,794 shr
·$14,436,877
Sell
·
LEE CHAN HENRY
·11,013 shr
·$3,308,877
Exercise
·
LEE CHAN HENRY
·8,230 shr
·$1,464,080
Sell
·
ROSENBERG AARON
·1,190 shr
·$345,659
Sell
·
WANG LAI
·4,300 shr
·$1,301,375
Sell
·
LEE CHAN HENRY
·920 shr
·$280,233
Sell
·
WANG LAI
·700 shr
·$210,000
Sell
·
OYLER JOHN VICTOR
·27,802 shr
·$7,044,591
Sell
·
OYLER JOHN VICTOR
·3,174 shr
·$830,360
Sell
·
WU XIAOBIN
·1,363 shr
·$354,380
Sell
·
WANG LAI
·1,028 shr
·$267,280
Sell
·
OYLER JOHN VICTOR
·5,140 shr
·$1,353,520
Sell
·
WU XIAOBIN
·2,173 shr
·$567,742
Sell
·
WANG LAI
·1,177 shr
·$313,558
Sell
·
LEE CHAN HENRY
·422 shr
·$112,463
Sell
·
BALL TITUS BENJAMIN
·134 shr
·$34,620
Sell
·
OYLER JOHN VICTOR
·5,127 shr
·$1,295,946
Sell
·
WU XIAOBIN
·1,934 shr
·$489,591
Sell
·
WANG LAI
·1,402 shr
·$353,853
Sell
·
LEE CHAN HENRY
·700 shr
·$179,280
Sell
·
WU XIAOBIN
·51,921 shr
·$14,610,370
Exercise
·
WU XIAOBIN
·51,921 shr
·$8,159,078
Sell
·
OYLER JOHN VICTOR
·41,210 shr
·$10,000,483
Exercise
·
OYLER JOHN VICTOR
·41,210 shr
·$267,865
Sell
·
OYLER JOHN VICTOR
·58,590 shr
·$14,596,247
Exercise
·
OYLER JOHN VICTOR
·58,590 shr
·$380,835
Sell
·
OYLER JOHN VICTOR
·40,109 shr
·$10,394,329
Exercise
·
OYLER JOHN VICTOR
·40,109 shr
·$260,708
Sell
·
WU XIAOBIN
·51,921 shr
·$13,581,905
Exercise
·
WU XIAOBIN
·51,921 shr
·$6,578,658
Sell
·
OYLER JOHN VICTOR
·101,000 shr
·$24,674,638
Exercise
·
OYLER JOHN VICTOR
·101,000 shr
·$656,500
Sell
·
BAKER BROTHERS LIFE SCIENCES, L.P.
·732,827 shr
·$190,535,020
Sell
·
LEE CHAN HENRY
·1,205 shr
·$331,375
Sell
·
WANG LAI
·5,000 shr
·$1,286,174
Sell
·
LEE CHAN HENRY
·1,202 shr
·$310,170
Sell
·
WU XIAOBIN
·51,921 shr
·$12,485,045
Exercise
·
WU XIAOBIN
·51,921 shr
·$8,808,398
Sell
·
BAKER BROS ADVISORS L.P.
·1,037,017 shr
·$194,200,043
Sell
·
OYLER JOHN VICTOR
·16,175 shr
·$3,756,092
Sell
·
LEE CHAN HENRY
·1,202 shr
·$284,994
Sell
·
WANG LAI
·5,000 shr
·$1,101,774
Sell
·
WU XIAOBIN
·5,000 shr
·$1,000,615
Sell
·
BALL TITUS BENJAMIN
·137 shr
·$26,022
Sell
·
WU XIAOBIN
·5,556 shr
·$1,053,677
Sell
·
LEE CHAN HENRY
·834 shr
·$133,915
Sell
·
WANG JULIA AIJUN
·472 shr
·$67,919
Sell
·
WU XIAOBIN
·1,459 shr
·$233,133
Sell
·
WANG LAI
·1,064 shr
·$170,030
Sell
·
WANG JULIA AIJUN
·899 shr
·$139,938
Sell
·
WU XIAOBIN
·3,254 shr
·$505,208
Sell
·
WANG LAI
·2,341 shr
·$368,162
Sell
·
OYLER JOHN VICTOR
·1,281 shr
·$204,125
Sell
·
WANG JULIA AIJUN
·916 shr
·$145,678
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