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Insider selling: $597,676,958 sold by 10 insiders (30d)
Est. revisions:
+3.4%
(1 up, 1 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net +0.5)
Factor Model
net +0.5 2.0 / 10
Est. Revisions
+0.2
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+0.0
Narrative Gap
+0.0
Brukinsa lifts Q4 revenue 33% QoQ; 2026 guidance at $6.2B–$6.4B
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.
BeOne Medicines just posted Q4 2025 revenue of $1.5B, a 33% sequential jump driven by Brukinsa's $1.1B quarter (+38% YoY). Full-year 2025 came in at $5.3B, up 40% year-over-year, with the lymphoma flagship generating $3.9B for the year (+49% YoY). The company guided to $6.2B–$6.4B for 2026, which falls slightly below consensus expectations but reflects confidence in continued Brukinsa momentum.
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.
Evidence
8d ago
Insider sell by BAKER BROS ADVISORS L.P. (ONC): $194,200,043
8d ago
Insider sell by WU XIAOBIN (ONC): $12,485,045
8d ago
Insider sell by BAKER BROTHERS LIFE SCIENCES, L.P. (ONC): $190,535,020
8d ago
Insider sell by OYLER JOHN VICTOR (ONC): $24,674,638
8d ago
Insider sell by WU XIAOBIN (ONC): $27,347,635
8d ago
Insider sell by OYLER JOHN VICTOR (ONC): $30,659,419
8d ago
Insider sell by WU XIAOBIN (ONC): $14,610,370
8d ago
Insider sell by OYLER JOHN VICTOR (ONC): $10,000,483
7 older signals
8d ago
Insider sell by OYLER JOHN VICTOR (ONC): $14,596,247
8d ago
Insider sell by OYLER JOHN VICTOR (ONC): $10,394,329
8d ago
Insider sell by WU XIAOBIN (ONC): $13,581,905
Fundamentals & Data ▾
BeOne Medicines AG
Healthcare · Biotechnology
Mkt Cap
$36B
P/E
125.7 fwd 33.0
Beta
0.54
52w Range
$218.31 - $385.22
Short Interest
1.2M 1.55%
Days to Cover
5.0 -19%
Technicals
downtrend
from 52w Hi
-1.8%
1w return
+4.1%
Insiders
selling
0B / 14S
EPS Estimate
$0.85
+3.4% 30d
1up / 1dn
Est. Dispersion
117%
9 analysts
Analyst Target
$408
$333 - $498
Options P/C
0.64
Insider Cluster
strong sell
0B / 7S
Fund Convergence
strong
Citadel, D.E. Shaw, Two Sigma
Financials
Revenue
$1.5B +33% YoY
FCF
$380M
Gross Margin
90%
Op Margin
12%
Momentum:
decelerating
Top Holders
Citadel
$169M
D.E. Shaw
$5M
Two Sigma
Recent Filings & Data
insider trade
78
net selling
· $597,676,958 sold
10 insiders · 78 transactions (30d)
Recent transactions
LEE CHAN HENRY · sell · $103,448
LEE CHAN HENRY · exercise · $63,598
LEE CHAN HENRY · sell · $102,300
LEE CHAN HENRY · exercise · $65,348
LEE CHAN HENRY · sell · $580,197
LEE CHAN HENRY · exercise · $317,721
LEE CHAN HENRY · sell · $220,289
LEE CHAN HENRY · exercise · $127,196
OYLER JOHN VICTOR · sell · $30,659,419
LEE CHAN HENRY · sell · $213,569
SANDERS CORAZON CORSEE D · sell · $895,534
SANDERS CORAZON CORSEE D · exercise · $417,772
WU XIAOBIN · sell · $1,518,303
WU XIAOBIN · sell · $5,846,820
LEE CHAN HENRY · sell · $347,770
LEE CHAN HENRY · exercise · $190,704
OYLER JOHN VICTOR · sell · $9,055,694
LEE CHAN HENRY · sell · $3,257,289
LEE CHAN HENRY · exercise · $1,752,981
WANG LAI · sell · $1,750,312
SANDERS CORAZON CORSEE D · sell · $898,105
SANDERS CORAZON CORSEE D · exercise · $414,887
BALL TITUS BENJAMIN · sell · $39,865
WU XIAOBIN · sell · $27,347,635
WU XIAOBIN · exercise · $14,436,877
LEE CHAN HENRY · sell · $3,308,877
LEE CHAN HENRY · exercise · $1,464,080
ROSENBERG AARON · sell · $345,659
WANG LAI · sell · $1,301,375
LEE CHAN HENRY · sell · $280,233
WANG LAI · sell · $210,000
OYLER JOHN VICTOR · sell · $7,044,591
OYLER JOHN VICTOR · sell · $830,360
WU XIAOBIN · sell · $354,380
WANG LAI · sell · $267,280
OYLER JOHN VICTOR · sell · $1,353,520
WU XIAOBIN · sell · $567,742
WANG LAI · sell · $313,558
LEE CHAN HENRY · sell · $112,463
BALL TITUS BENJAMIN · sell · $34,620
OYLER JOHN VICTOR · sell · $1,295,946
WU XIAOBIN · sell · $489,591
WANG LAI · sell · $353,853
LEE CHAN HENRY · sell · $179,280
WU XIAOBIN · sell · $14,610,370
WU XIAOBIN · exercise · $8,159,078
OYLER JOHN VICTOR · sell · $10,000,483
OYLER JOHN VICTOR · exercise · $267,865
OYLER JOHN VICTOR · sell · $14,596,247
OYLER JOHN VICTOR · exercise · $380,835
OYLER JOHN VICTOR · sell · $10,394,329
OYLER JOHN VICTOR · exercise · $260,708
WU XIAOBIN · sell · $13,581,905
WU XIAOBIN · exercise · $6,578,658
OYLER JOHN VICTOR · sell · $24,674,638
OYLER JOHN VICTOR · exercise · $656,500
BAKER BROTHERS LIFE SCIENCES, L.P. · sell · $190,535,020
LEE CHAN HENRY · sell · $331,375
WANG LAI · sell · $1,286,174
LEE CHAN HENRY · sell · $310,170
WU XIAOBIN · sell · $12,485,045
WU XIAOBIN · exercise · $8,808,398
BAKER BROS ADVISORS L.P. · sell · $194,200,043
OYLER JOHN VICTOR · sell · $3,756,092
LEE CHAN HENRY · sell · $284,994
WANG LAI · sell · $1,101,774
WU XIAOBIN · sell · $1,000,615
BALL TITUS BENJAMIN · sell · $26,022
WU XIAOBIN · sell · $1,053,677
LEE CHAN HENRY · sell · $133,915
WANG JULIA AIJUN · sell · $67,919
WU XIAOBIN · sell · $233,133
WANG LAI · sell · $170,030
WANG JULIA AIJUN · sell · $139,938
WU XIAOBIN · sell · $505,208
WANG LAI · sell · $368,162
OYLER JOHN VICTOR · sell · $204,125
WANG JULIA AIJUN · sell · $145,678
15 signals · latest 8d ago
Get alerted when ONC changes direction
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