Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$95.4M
72M shares
52-week range
$0.87 – $2.99
24% from low
Sector
PHARMACEUTICAL PREPARATIONS
Exchange
NASDAQ
CS
Borrow rate
1.99%
Moderate
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|
| Revenue | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Cost of revenue | $0 | $132.0K | $0 | $0 | $0 | $0 | $1.4M |
| Gross profit | $0 | −$132.0K | $0 | $0 | $0 | $0 | −$1.4M |
| Gross margin | — | — | — | — | — | — | — |
| R&D | $1.1M | $3.7M | $28.0M | $62.7M | $102.5M | $118.1M | $62.0M |
| Operating income | −$1.2M | −$5.3M | −$41.7M | −$83.6M | −$126.1M | −$144.1M | −$81.3M |
| EBITDA | −$1.2M | −$5.2M | −$41.3M | −$81.1M | −$115.7M | −$136.7M | −$60.4M |
| Net income | −$1.2M | −$5.3M | −$41.6M | −$81.8M | −$117.3M | −$138.4M | −$61.8M |
| Net margin | — | — | — | — | — | — | — |
| EPS (diluted) | -0.11 | -0.50 | -1.74 | -2.80 | -3.44 | -3.83 | -1.18 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $3M | $-0.87 | $-1.17–$-0.73 | 5 |
| 2027 | $1M | $-1.19 | $-2.36–$-0.64 | 4 |
| 2028 | $5M | $-1.07 | $-1.13–$-0.98 | 3 |
| 2029 | $616M | $-0.80 | $-0.80–$-0.80 | 1 |
Forward consensus · source: Financial Modeling Prep
Biomea Fusion Inc is a a clinical stage diabetes and obesity medicines company focused on the discovery and development of oral, small molecule drugs to treat and improve the lives of patients with diabetes, obesity, and other metabolic diseases. It operate as an organization centered on two of its core drug candidate development programs: (i) icovamenib, its clinical program's drug candidate, currently being developed as an orally bioavailable, and 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, and (ii) BMF-650, its investigational, next-generation oral glucagon-like peptide-1 GLP-1 receptor agonist in development for the treatment of obesity.
www.biomeafusion.comNo one on the platform currently holds BMEA.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 1,312,798 | $2.0M |
No one on the platform has traded BMEA yet.
| $65M |
| — |
| GUTSFractyl Health, Inc. | $0.80 | +7.08% | $57M | — |
| IMUXImmunic, Inc. | $15.41 | +0.72% | $152M | — |
Source: Financial Modeling Prep · peers by sector/industry
$BMEA large insider buying by CEO https://www.quiverquant.com/news/Insider+Purchase%3A+Interim+CEO+of+%24BMEA+Buys+100%2C000+Shares
View on StockTwits ↗$BMEA my take as well. Who wants to be short headed to data readout for BMF -650 as next generation GLP-1RA? Short float is 20% or so solid weight loss data from added 4 week titration and this takes off
View on StockTwits ↗$BMEA I'd like to average down again. But I've been doing it for years. My confidence is a little shaken.
View on StockTwits ↗$BMEA Glad I didn't sell at 1.30! ha! This puppy keeps on cruisin'!
View on StockTwits ↗$BMEA July is likely to be a strong month with multiple upward sessions. Short sellers are not blind — they are positioning ahead of what could be exceptional data for BMF‑650, and they know results can drop anytime between July 1 and September 30, not just at the very end as many assume. Another point most people miss: BMEA's gaining real visibility within both the scientific and investor communities. At BIO 2026 last week, they shared an official photo with Chinese investors. That was not for fun— it signals ongoing strategic discussions, very likely pointing toward an Asian licensing deal that could bring meaningful non-dilutive capital. Combine BMF‑650’s potential across obesity, TD2, and now even TD1, plus the still-underappreciated oncology, that could be partnered or monetized, the embedded optionality is massive. The “cash runway until Q1 2027” argument is overly simplistic. With the strategic tools Biomea has today, a partnership could materialize far sooner than people expect.
View on StockTwits ↗@Philarney this doesn’t seem to address my comment at all. The FDA hold was lifted way back in September 2024 when $BMEA concluded the liver enzyme elevations at the time were transient, predictable, and returned to baseline levels without causing liver injury. It’s been nearly 2 years since liver toxicity was a concern. So with that already having been put to bed, what other case is there to make against the science behind BMEA’s therapies? If you’re going to keep bashing the stock over a non-issue that was addressed ages ago, I will keep concluding your posts here as fear mongering.
View on StockTwits ↗$BMEA Picked up another little 2500 order today. Want to load more but will wait till we have some red days in the market.
View on StockTwits ↗$BMEA Wall Street analysts hold a consensus "Buy" or "Strong Buy" rating on Biomea Fusion Inc. (BMEA), with an average 12-month price target of approximately $7.60. Forecasts generally range from a low of $4.00 to a high of $12.00.
View on StockTwits ↗$BMEA Shorts are not positioned simply due to valuation or market mechanics, but because the company faced a clinical hold tied to a liver toxicity signal. The entire investment thesis now depends on proving that this safety issue has been resolved. A 21% short interest does not, by itself, create pressure on shorts, and the 23 million warrants at $2.5 are not a simple safety valve, since they do not instantly convert into sell-side liquidity and can even support upward momentum. Shorts only start to feel real pressure when credible clinical data shows both efficacy and a clear resolution of the prior safety issue. At that point, their thesis breaks, forcing rapid covering, often before warrant-related dilution can absorb demand. The key driver for Biomea is not capital structure or short interest, but the quality of upcoming clinical data, especially on liver safety.
View on StockTwits ↗$BMEA they expect the 23M warrants ($2.5) to exercise, giving them a fresh oxygen ballloon to cover when others will sell.
View on StockTwits ↗$BMEA At what point do the shorters really start to sweat? We are still at 21% short interest. I would think any positive news could be the tipping point.
View on StockTwits ↗$MLTX yes. And by the way, they also play that game on $BMEA (where retail part is still huge for now)
View on StockTwits ↗$BMEA Furthermore, the real wild card for a pre-emptive buyout could emerge from BMF-650, Biomea's next-generation oral small-molecule GLP-1 receptor agonist. Following the strategic expansion of the Phase I GLP-131 obesity trial to evaluate a rapid one-step titration, initial 28-day clinical weight loss data is highly anticipated in the third quarter of 2026. If these Q3 results demonstrate a best-in-class, highly tolerable profile in a market hungry for oral GLP-1s, a major pharmaceutical suitor could easily trigger a buyout proposal before the Q4 2026 icovamenib readouts even hit the tape
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.