Added to YB: 2026-04-07
Pitch date: 2026-04-03
BMEA [neutral]
Biomea Fusion, Inc.
-1.31%
current return
Author Info
No bio for this author
Company Info
Biomea Fusion, Inc., a clinical-stage diabetes and obesity medicines company, focuses on the discovery and development of oral covalent small molecule drugs to treat patients with metabolic diseases in the United States.
Market Cap
$111.3M
Pitch Price
$1.53
Price Target
N/A
Dividend
N/A
EV/EBITDA
-0.75
P/E
-1.30
EV/Sales
N/A
Sector
Biotechnology
Category
growth
BMEA (Biomea Fusion) - The Science Breakdown
BMEA (overview): Menin inhibitor icovamenib restores beta cell mass via covalent, partial menin inhibition enabling beta cell proliferation. 12-wk dosing in COVALENT-111 T2D trial showed 1.5% placebo-adj HbA1c reduction sustained through wk 52, 9mo post-dose, w/ elevated C-peptide. Q2'26: T1D 52-wk data + oral GLP-1 BMF-650 28d readout. Q4'26: COVALENT-211/212 topline (T2D+GLP-1 failures). Cash to Q1'27. Risks: T1D autoimmune destruction of new beta cells, oral GLP-1 crowded space, capital needs. Co-founder exited Pharmacyclics for $21B.
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