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BMBMEA

Biomea Fusion, Inc.

$BMEA·$126M·Biotechnology·Healthcare
$1.80+3.7%YTD+38.1%1Y-13.9%
Price updated 6m ago·X counts updated 3d ago
BMBMEA
$BMEABiomea Fusion, Inc.
$1.80+3.71%21 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $BMEA on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

21X posts · last 7 days
Sep 3Sep 14

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BMEA — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Too early to tellWinding up for a moveAI verdict · as of 2026-09-17

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Biomea Fusion is a $126M clinical-stage covalent-inhibitor biotech developing icovamenib in type 2 diabetes and menin inhibitor programmes, and the fundamentals show a company in the pre-revenue burn phase with the entire thesis dependent on data.

  • Zero revenue in Q1 and Q2 2026, cash burn of $22M combined, EPS -$0.12 in Q2 versus consensus -$0.22 — a 46% beat on cost discipline rather than any commercial progress, and analyst 2029 revenue estimate at $616M is the first year of meaningful modelled sales.
  • Stock +38% YTD but -14% over twelve months, at 41% of its 52-week range and 20% above the 50-day; PE -3.4 on trailing losses, FCF yield -38.3% — the balance sheet, not the pipeline, sets the near-term risk.

Next earnings 3 Nov, consensus EPS -$0.21. The critical inputs are icovamenib phase-2 topline in T2 diabetes, BMF-500 leukaemia readout and any partnership announcement; without one of those inflection points, the name trades on cash runway and dilution risk.

sentiment missing

Read the AI verdict on $BMEA

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Clinical-stage biotech developing oral small molecules targeting glucose regulation for type 1 diabetes and obesity.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $BMEA.

Biotechnology · Healthcare

mRNA oncology platform is the week's catalyst — Merck CEO hinted positive MRNA melanoma Phase 3 data (Oct readout, potentially doubling cancer-free rate vs Keytruda), driving MRNA +8%. IBB +41% T12M reflects the GLP-1, gene-editing, and RNA-medicine premium multiples re-rating the sector. ALT +14.2% since earnings confirms GLP-1 pipeline names as the most active near-term catalyst cohort.

What this means for $BMEA

Partial — clinical-stage diabetes and obesity medicines (Biomea Fusion) benefit from investor interest in the metabolic disease space; competitive proximity to GLP-1 agonists means sector tailwind, but mechanism differentiation is the company-specific value proposition.

Top industry ETF

$IBBiShares Biotechnology ETF
+19.3%YTD
+43.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-3.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-213%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-38.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-171%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
0.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$-0.12$-0.22+46.3%
Q1 2026May 11, 2026$-0.17$-0.24+29.2%
Q4 2025Mar 24, 2026$-0.64$-0.25-156.0%
Q3 2025Nov 4, 2025$-0.27$-0.26-3.8%
Next earningsTue, Nov 3·consensus EPS $-0.21

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$0———$-0.12$-10.0M
Q1 FY26$0———$-0.17$-11.7M
Q4 FY25$0———$0.06$-13.2M
Q3 FY25$0———$-0.27$-12.2M

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.0M$3.0M – $3.0M-$0.78-$1.03 – -$0.666
FY27$1.1M$1.1M – $1.1M-$1.03-$2.19 – -$0.577
FY28$8.3M$8.3M – $8.3M-$0.79-$0.83 – -$0.725
FY29$616.0M$616.0M – $616.0M-$0.80-$0.80 – -$0.802
FY30$107.0M$107.0M – $107.0M-$0.60-$0.60 – -$0.602

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.41%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+19.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+24.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 67.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β-0.305-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 6 other (6 awards) in window

See when $BMEA insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 118-K — Item 5.07: Shareholder vote
8-KPress release / Reg FDApr 288-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
+ 8 other (3 earnings 8-Ks · 2 10-Qs · 1 proxy · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

After Golden Cross, Biomea Fusion, Inc. (BMEA)'s Technical Outlook is Brightzacks.com·13d agoBiomea Fusion to Participate in Upcoming Investor Conferencesglobenewswire.com·14d agoBiomea Fusion Stock Surges on Phase II Diabetes Trial Enrollment Completionbenzinga.com·24d agoBiomea Fusion Announces Completion of Enrollment in COVALENT-211 Phase II Trial of Icovamenib in Insulin-Deficient Type 2 Diabetesglobenewswire.com·24d agoCiti sees up to 410% upside in 2 biotech stocks: is the risk worth it?invezz.com·24d ago

In themes

Explore the broader themes this ticker is being talked about under.

GLP-1 & Weight Loss

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Voices on X · last 7 days

No standout posts about $BMEA on X in the last 7 days.

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