What move does the options market price into BeOne Medicines's report?

Implied ±3.2%, either direction.

ONCNasdaqManufacturing

BeOne Medicines Ltd. (ONC) earnings date, market-implied expected move, and options open interest by expiry

368.02

−2.31 · −0.62%

post 361.81 −1.69%

Closed15:59 ET

Open362.60Volume292,820Mkt cap$42.1BP/E64.22

Day361.81 – 364.250%52-wk253.95 – 388.6680%

ONC

BeOne Medicines Ltd.

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

Inputs

±3.2%implied · report alone

349.64372.90

straddle ±6.9%

spot 361.27exp Nov 20ATM strike 360ATM straddle 29.45IV 46%

Nov 2 closereport share · term structure

Expected move

Inputs

Next report

Nov 5

before open · in 3 days

est.Q3 FY26

Calendar

Next report

Last report

−0.15%

shaded = implied · ▲▼ = realized

Aug 26 '26 · confirmed

Implied vs realized

Linked news

5dAMGN · supplierAMGEN ANNOUNCES WEBCAST OF 2026 THIRD QUARTER FINANCIAL RESULTS
40dZYME · supplierZymeworks Completes Acquisition of Theravance Biopharma

News

Largest filed tie

13F top-10 QoQ

+1.86%

shares held · 10 largest managers

13F · Jun 30 '26126d lag

282 managers

Top fund weight

0.02%

ONC weight · VT

N-PORTJul 31 '26

1 fund

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

BeOne Medicines (ONC) is expected to report on Nov 5 before open (estimated date).

Implied vs realized

1 report

—≥ implied

Q2 FY26Aug 26 '26confirmed—▼−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

Implied vs realized

Positioning

OI · 3 expiries · Oct 30 close

0.88OI · 3 expiries · Oct 30 closeP/C open interest · Nov 20 · first expiry after the report

PUTS · chgexpiry · days · P/CCALLS · chgP/C

512+1%Nov 2018d584+1%

16—Dec 1846d0.06273+5%0.06

93+26%Feb 19109d0.46203+17%0.46

ExpiryPutsCallsP/C

Nov 2018d512+1%584+1%0.88

Dec 1846d16—273+5%0.06

Feb 19109d93+26%203+17%0.46

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

scenario · straddle±6.9%

Funds 1

VT±0.0%

Dashed = straddleMethod Source: SEC filings · N-PORT · market data

Linked exposure

Revenue flow

as filedQ2 FY26

13.90%as filednet margin · revenue +12.66% QoQ · +29.63% YoY

Revenue

$1.7B+12.66% QoQ

Gross profit

$1.5B+13.69% QoQ

89.76% margin

Operating income

$325M+30.07% QoQ

19.06% margin

Pre-tax income

$312M+20.54% QoQ

Net income

$237M+4.24% QoQ

13.90% margin

Cost of revenue

$175M+4.37% QoQ

Operating expenses

$1.2B+9.96% QoQ

R&D $612M

SG&A $593M

Other expense

$13M

Tax

$75M+136.84% QoQ

Revenue$1.7B+12.66%

Gross profit

$1.5B+13.69%

89.76% margin

Operating income

$325M+30.07%

19.06% margin

Pre-tax income

$312M+20.54%

Net income

$237M+4.24%

13.90% margin

Cost of revenue

$175M+4.37%

Operating expenses

$1.2B+9.96%

R&D $612M

SG&A $593M

Other expense

$13M

Tax$75M+136.84%

flow · deduction · signed % = QoQSource: SEC filings · standardized · QE Jun 30 '26 · width = $

Revenue flow

Intraday

15m bars

Long dash = implied range · Nov 2 close · Hatch = extended hours · ▯ up · ▮ downSource: market data · 16:00 ET

Intraday

Event sensitivity

NFP ×1.27· ±2.5% vs ±2.0% · 10 releases

eventrelease day|move|up · n×base

NFPjobs report±2.5%4 of 10×1.27

FOMCrate decision±2.1%12 of 24×1.03

PPIproducer prices±2.0%4 of 11×1.00

GDPgross domestic product±2.0%8 of 19×0.99

PCEpersonal income & outlays±1.7%7 of 19×0.84

CPROFcorporate profits±1.6%4 of 12×0.78

CPIconsumer prices±1.4%6 of 11×0.68

Bar = avg |move| to ±3% · tick = ±2.0% avg day · ×base = |move| ÷ ±2.0% · min 6 releases

Earnings history

EPS 0.16 · consensus —

Quarter	Reported	EPS	Consensus
Q2 FY26	Aug 26 '26 · confirmed	0.16	—
Q1 FY26	—	0.15	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod