Biomea FusionBMEA
About: Biomea Fusion Inc is a clinical-stage diabetes and obesity medicines company focused on the discovery and development of oral covalent small-molecule drugs to treat patients with metabolic diseases. The company uses its proprietary FUSION System discovery platform to develop a pipeline of novel small-molecule product candidates. Its principal clinical program's drug candidate, icovamenib, is being developed as an orally bioavailable, selective covalent inhibitor of menin in two clinical and multiple preclinical studies, investigating icovamenib's potential in type 1 and type 2 diabetes, as well as its impact in obesity. The company is also developing BMF-650, an investigational, oral small-molecule GLP-1 RA, which has the potential to be a therapeutic option for diabetes and obesity.
Employees: 106
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
167% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 12
56% more call options, than puts
Call options by funds: $11.9M | Put options by funds: $7.66M
22% more funds holding
Funds holding: 87 [Q3] → 106 (+19) [Q4]
7% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 27
0% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]
1.06% less ownership
Funds ownership: 64.32% [Q3] → 63.26% (-1.06%) [Q4]
62% less capital invested
Capital invested by funds: $235M [Q3] → $89M (-$146M) [Q4]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Barclays Peter Lawson 0% 1-year accuracy 0 / 21 met price target | 85%upside $3 | Equal-Weight Maintained | 2 Apr 2025 |
HC Wainwright & Co. Joseph Pantginis 12% 1-year accuracy 52 / 424 met price target | 2,369%upside $40 | Buy Reiterated | 1 Apr 2025 |
D. Boral Capital Jason Kolbert 15% 1-year accuracy 52 / 346 met price target | 888%upside $16 | Buy Maintained | 24 Mar 2025 |
Financial journalist opinion
Based on 7 articles about BMEA published over the past 30 days









