BeOne Medicines Ltd. · Brief

Next report

5 days

Nov 5 · before openest.Q3 FY26

Expected move

±3.7%implied · report alone

356.64384.02

straddle ±7.2%

spot 370.33exp Nov 20ATM strike 370ATM straddle 31.45IV 44%

Oct 30 closereport share · term structure

Expected move

—≥ implied

Q2 FY26—▼−0.15%—

quarterimplied−5%0+5%realized×

Q2 FY26—▼−0.15%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 5 report · est.

Bull2

4disclosed supplier and customer tiesSEC filings

282managers reporting a position13F · Jun 30 '26

Bear1

3 of 24of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

AI captions · Oct 26 '26once per report · top 2 per case

ONC report session

No linked exposure.

Oct 22impliedImplied move: ±7.3% into Nov 5 earnings (Oct 22 close).Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.