← BackBeOne Medicines Ltd. · DrugmakersONC
Low riskNext report: Nov 5 (confirmed)
The short versionA profitable company with growing sales.
Going well
- Sales up 30% in the latest quarter vs a year ago
- Profitable
- Sales up 40% last year
Money moves
- Insiders sold $22.6M in the last 30 days, all through pre-planned sales
- Institutions added 0.4% to their holdings in the quarter ending June 2026 (167 bought, 107 sold)
Facts from SEC filings, not a recommendation.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26$1.7B+30% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $6.1B, up 34% from the 12 months before. Over 5 years, sales grew about 77% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- MissReturn on equity 15%+Earns a lot on the money owners have in the business.7.5%
- PassDebt under half of equityNot relying on borrowed money.0.19x equity
- MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.5.4%
- MissProfitable every yearSteady profits, not one good year.1 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$941.7M
- MissShare count not growingNot diluting owners. Falling means buybacks.+10.0% in 3 years
- PassGross margin 40%+Pricing power: sells for well above what it costs to make.87.5%
- Revenue
- $5.3B
- +40.2% vs prior year
- 5-year growth
- +76.8%/yr
- revenue, per year
- Total debt
- $836.4M
- 0.19x equity
- Current ratio
- 3.41x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026- Revenue
- $1.7B
- +29.6% YoY
- EPS
- $0.16
- vs $0.06
- Op. margin
- 19.1%
- +12.4 pts
- Gross margin
- 89.8%
- +2.3 pts
- Free cash flow
- $435.3M
- Share count
- +2.9%
- vs a year ago
Insider rating
Last 90 days
43Mixed
- Pre-planned sales of $22.6M (weaker signal)
50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.
Weekly insider trend13 weeks agoBoughtSoldThis week
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 1.9
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
■Steady+0.4%Institutions added 0.4% to their holdings. 167 bought, 107 sold. 3 quarters of net buying in a row.
Shares held by institutions35.0M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
+2.4%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
0.1x · $788.7M debtShares outstandingLatest reported
1.5B- Results filedAug 26
- Results filedAug 5
- Results filedMay 6
- Results filedApr 14
- Results filedFeb 26
Insider trades
Open-market buys and sells, last 90 days Bought$00 insiders
Sold$22.6M2 insiders, 3 pre-planned
| Insider | Trade | Shares | Avg price | Value | Owns after | Date |
|---|
Xiaodong WangDirector | Sell | 31K | $350.99 | $10.9M | 0 | |
- Sold entire stake
- $349.56 to $353.24 across 5 trades
- Pre-planned sale (10b5-1)
- Filed 2 days after
|
Chan Henry LeeSVP, General Counsel | Sell | 1K | $375.00 | $418K | 0 | |
- Sold entire stake
- Pre-planned sale (10b5-1)
- Filed 2 days after
|
Xiaodong WangDirector | Sell | 31K | $364.79 | $11.3M | 0 | |
- Sold entire stake
- $356.97 to $367.23 across 10 trades
- Pre-planned sale (10b5-1)
- Filed 2 days after
|
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.