BeOne Medicines reported strong Q2 2026 results, with total revenue of $1,705,071 thousand, up 30% year over year. Net product revenue was $1,679,794 thousand, driven by BRUKINSA global sales of $1.2 billion (31% growth), TEVIMBRA sales of $229 million (18% growth), and Amgen in-licensed products at $157 million (25% growth). GAAP income from operations rose to $325,047 thousand, GAAP net income to $237,007 thousand, and GAAP diluted EPS per ADS to $2.05, while adjusted diluted EPS per ADS reached $3.84. Gross margin improved to 90% from 87%, and Free Cash Flow increased to $435,344 thousand. Cash, cash equivalents and restricted cash were $5,280,674 thousand as of June 30, 2026.
Management raised 2026 guidance, now expecting total revenue of $6.6–$6.8 billion, GAAP operating income of $1.0–$1.1 billion, and non-GAAP operating income of $1.7–$1.8 billion. Updates included positive BRUKINSA Phase 3 data, FDA accelerated approval for BEQALZI in relapsed/refractory mantle cell lymphoma, Japan approval for TEVIMBRA in first-line gastric cancer, U.S. FDA Orphan Drug Designation for PRMT5 inhibitor BGB-58067, and a $300 million expansion of the Princeton West manufacturing and R&D campus.
BeOne Medicines Ltd. SVP and General Counsel Lee Chan Henry reported a sale of 1,044 American Depositary Shares on July 30, 2026 at $323.69 per ADS. The sale was executed under a mandatory tax-withholding provision tied to vesting of a restricted share unit award. Each ADS represents 13 ordinary shares, and following the transaction he directly holds 325,312 ordinary shares. The RSU award vests 1/4 of the securities on each anniversary of July 29, 2022, subject to continued service.
ONC affiliate Aaron Rosenberg filed to potentially sell up to 1,157 American Depositary Shares (ADS) on NASDAQ through Morgan Stanley Smith Barney LLC’s Executive Financial Services. The ADS relate to restricted stock vesting under a registered plan scheduled on July 31, 2026.
The filing also lists a prior transaction during the past three months, where 631 ADS were sold on June 11, 2026 for an aggregate amount of $162,636.53.
Chan Lee, an affiliate of ONC, has filed to sell up to 1,044 American Depositary Shares (ADS) through Morgan Stanley Smith Barney LLC Executive Financial Services on or after July 30, 2026 on NASDAQ, with an indicated aggregate market value of $337,932.36. These ADS were acquired via restricted stock vesting under a registered plan on July 29, 2026. Over the prior three months, Chan Lee has sold multiple ADS blocks, including 1,669 ADS for $542,425.00 on July 22, 2026 and 644 ADS for $200,833.44 on July 8, 2026.
BeOne Medicines Ltd. SVP and general counsel Lee Chan Henry exercised options for 21,697 ordinary shares on July 22, 2026, at exercise prices of $14.96, $16.41 and $12.23 per share. He acquired American Depositary Shares at prices of $194.47, $213.32 and $159.03 per ADS, and sold 1,669 ADS at $325 pursuant to a Rule 10b5-1 trading plan adopted on May 29, 2026. After these transactions he held 338,884 ordinary shares directly.
BeOne Medicines Ltd. director and Chief Executive Officer John Oyler exercised share options covering 441,870 Ordinary Shares at an exercise price of $9.23 per share and on the same date acquired 33,990 American Depositary Shares through an exercise or conversion transaction at $119.96 per ADS.
On July 20–21, 2026, he sold an aggregate 109,713 American Depositary Shares in multiple open-market or private transactions at weighted-average prices within ranges from $309.39 to $320.39 per ADS under a Rule 10b5-1 trading plan adopted on March 10, 2026. After these trades he reported 4,461,518 Ordinary Shares held directly, plus additional Ordinary Shares held indirectly through various trusts and entities, some of which he disclaims beneficial ownership. Each American Depositary Share represents 13 Ordinary Shares.
ONC reports that a holder working with Morgan Stanley Smith Barney LLC Executive Financial Services plans to sell 2,001 ADS on NASDAQ on 07/22/2026, with the sale tied to an exercise of stock options for cash. The notice also lists prior 10b5-1 plan sales by Chan Lee over the past three months, including 664 ADS for 200833.44 on 07/08/2026, 871 ADS for 235539.14 on 06/08/2026, and 332 ADS for 103159.04 on 05/13/2026.
BeOne Medicines Ltd. director and CEO John Oyler exercised options to acquire 64,628 American Depositary Shares (ADS), representing 840,164 Ordinary Shares, at $119.96 per ADS, and then sold 64,628 ADS in multiple open-market transactions at weighted-average prices, with execution prices ranging from $304.96 to $315.18 per ADS, pursuant to a Rule 10b5-1 trading plan adopted on March 10, 2026. Following these transactions, he directly holds 5,445,917 Ordinary Shares, and the filing also lists substantial indirect holdings in various trusts and Oyler Investment LLC, for which beneficial ownership is disclaimed, as well as 9,545,000 Ordinary Shares held for his benefit in a Roth IRA.
BeOne Medicines Ltd. CEO John Oyler exercised options to acquire 283,154 American Depositary Shares (ADS) and sold the same number on July 15–16, 2026 at weighted average prices from $310.0201 to $323.5858 per ADS under a Rule 10b5-1 trading plan adopted March 10, 2026.
After the trades, he reported no directly held ADS and held 5,445,917 ordinary shares directly as of July 15, 2026, plus indirect positions via trusts and an IRA, including holdings for which he disclaims beneficial ownership, and 1,282,034 share options with a $9.23 exercise price.
BeOne Medicines Ltd. Chief Executive Officer John Oyler reported both option exercises and share sales. On July 14, 2026 he exercised options covering 1,736,800 ordinary shares and sold 145,861 American Depositary Shares at prices between $302.48 and $307.87 per ADS under a Rule 10b5-1 trading plan. After these transactions he holds 5,445,917 ordinary shares directly, additional indirect interests through trusts and a Roth IRA, and 462,866 remaining share options.