BMEA

$BMEA chatter on StockTwits

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  Max E@monstertrades1Bullish3h

  $BMEA Citi analyst Yigal Nochomovitz added an “upside 90-day catalyst watch” on Biomea Fusion while keeping a Buy rating on the shares with a $7 price target. https://www.tipranks.com/news/the-fly/citi-adds-upside-90-day-catalyst-watch-on-biomea-into-glp-1-data-thefly-news#google_vignette

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  Max E@monstertrades1Bullish3h

  $BMEA https://www.marketbeat.com/instant-alerts/filing-renaissance-technologies-llc-grows-position-in-biomea-fusion-inc-bmea-2026-08-12/

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  Biomea Fusion IR@BiomeaIR10h

  $BMEA announces first patient dosed in OPAL study evaluating icovamenib in combination with semaglutide in obesity led by the University of Leicester. The experimental arm will evaluate the effects of ico (100 mg, QD for 12 weeks) in combination with low-dose semaglutide (for 24 weeks) versus low-dose semaglutide alone (for 24 weeks) in individuals without type 2 diabetes who are either overweight (with 1 or more weight-related complications) or obese. Read the full press release: https://buff.ly/fhIirrv

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  PRISM MarketView@prismmarketview10h

  $BMEA Biomea Fusion advances icovamenib into obesity with first patient dosing in its OPAL combination study. Icovamenib: 100 mg once daily for 12 weeks Low-dose semaglutide: 24 weeks 64 participants randomized 1:1 vs. semaglutide alone Week 24 primary assessment The study will evaluate body weight, body composition, physical function, muscle health and metabolic outcomes. https://prismmarketview.com/biomea-fusion-advances-icovamenib-into-obesity-as-first-patient-is-dosed-in-semaglutide-combination-study/

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  Captain Jack@Wild_West2311h

  $BMEA What happened to @Creisi? Miss his insights - always helped to give me hope in this nightmare.

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  Max E@monstertrades1Bullish11h

  $BMEA https://x.com/i/status/2087967003155812478

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  Sans Quantum@Hakari34Bullish16h

  $BMEA excited

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  septrading@septradingBullish18h

  $BMEA I’m feeling a bit better after the Leicester dosing announcement today. The actual study is more substantial than the earlier description suggested. The new OPAL arm is: * 64 participants, randomized 1:1; * overweight or obese, without Type 2 diabetes; * icovamenib 100 mg daily for 12 weeks plus low-dose semaglutide for 24 weeks; * versus low-dose semaglutide alone for 24 weeks; * randomized and double-blind; * with the primary endpoint assessment at Week 24. It will evaluate body weight, body composition, muscle health, physical function and broader metabolic outcomes. The first patient has now been dosed, exactly within the previously guided Q3 window. That is a real Phase II proof-of-concept experiment, not merely a mechanistic substudy. It also confirms that the regulatory, ethics, clinical-supply and site-activation work was completed reasonably quickly after the June 3 collaboration announcement. That is a useful counterpoint to my concern about operational slippage elsewhere. Biomea appears capable of executing promptly when using an established academic platform. It partially explains the strange investor deck. The deck’s Investment Thesis slide was almost entirely an icovamenib investment thesis, despite claiming that Biomea had “two differentiated programs.” BMF-650 was absent from the substantive bullets, while the milestone slide treated BMF-650 Phase II as conditional on the Phase I results. Today’s announcement suggests the intended architecture may be: Core franchise: icovamenib * Type 1 diabetes; * insulin-deficient Type 2 diabetes; * GLP-1-uncontrolled Type 2 diabetes; * obesity as an adjunct to GLP-1 therapy. High-upside option: BMF-650 * oral GLP-1 monotherapy; * September Phase I readout; * Phase II only if the data justify it. In other words, management may be trying to make icovamenib the dependable corporate platform, while BMF-650 remains the binary, potentially transformative obesity option. That makes the deck’s imbalance more intelligible. It does not excuse the sloppy presentation, but it may not have been entirely accidental. Erdtmann is a slob.

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  Max E@monstertrades1Bullish18h

  $BMEA https://investors.biomeafusion.com/news-releases/news-release-details/biomea-fusion-announces-first-patient-dosed-opal-study

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  Mike@HUNTER40Bullish19h

  $BMEA this stock should be titrating right now between $3-$5

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  Bobe Lenoverk@AtaifanboymentalhealthzBullish1d

  $BMEA @septrading @Doxtator but the other arm they added in phase 1 to see titration if possible, why? Because then they would have to wait to phase 2 . Contrary to belief the study has a placebo, once unblinded they can’t reblind the study again to add rapid titration cohort. There is a reason they say in slides of data warrants phase 2 , because placebo studies are blinded, management is not privy to know data in a placebo controlled trial.

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  septrading@septradingBullish1d

  $BMEA The September BMF-650 release needs to show: -Every MAD cohort, not merely the new fifth cohort. -Active and placebo results separately. -Absolute and placebo-adjusted weight change. -Exact number enrolled, dosed, evaluable, and completing treatment. -Every discontinuation and reason. -Nausea, vomiting and diarrhea by dose and severity. -Human PK exposure and interpatient variability. -Results at both Day 29 and Day 43. -The statistical method and treatment of missing data. -Whether the reported population is all treated subjects or a selected completer population. A 5–6% result based on six selected completers would be far less valuable than a 4–5% result in every randomized active participant with no discontinuations. C'mon Erdtmann, you can do it. They've been reading this board and some of the sky-high predictions for weight loss, and also don't have the funds for a Phase 2 yet, so this is a more responsible way to characterize things as we approach the readout.

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  Richard Doxtator, CFA, MBA@Doxtator1d

  @septrading I think the whole process was a little sloppy in the GLP-131 Phase 1 on BMF-650. We were promised the readout from the original study Q2 2026, then in June management elected to add the additional rapid one-step titration MAD cohort which delayed the readout of EVERYTHING. They have the data on the original cohorts, and choose to delay instead of disclose... Maybe I'm just an advocate of transparency when it comes to Investor Relations...? $BMEA

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  Max E@monstertrades1Bullish1d

  $BMEA Another interesting / conflicting point. In the last PR they stated that: "Biomea Expands Ongoing Phase I BMF-650 Study to Optimize Dose Selection for Phase II Development" https://investors.biomeafusion.com/news-releases/news-release-details/biomea-fusion-presents-new-clinical-and-translational-data BUT IN THE INVESTOR DECK, they wrote: "BMF-650 Phase 2 Initiation depending on Phase I results" https://investors.biomeafusion.com/static-files/0b088db9-ad07-4f76-80ed-8d9bc9bda53f

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  john doe@BullworksBullish1d

  $BMEA About to be exciting few weeks. Coming up on the point where data could really drop any week now. My completely uninformed guess is September 25th or September 4th. Friday drop, weekend to digest then hopefully Green Day’s ahead. Good luck all!

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