Biomea Fusion, Inc.
BMEA · Pharmaceutical Preparations · 72.3M shares · +48%/yr ↑ dilution · EDGAR filings ↗
Reference price $1.43 · est. market cap ~$104M — last insider purchase, 2025-12-11 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
D42Clinical/early-stage biotech — oncology/metabolic clinical, well-funded.
Strengths
- Liquidity — current ratio 5.2 (61st)
Risks
- Pre-revenue, deep losses — per metrics
- Pre-revenue/clinical-stage — history of losses & need for capital per risk factors
- Binary clinical & funding risk — per 10-K
Notable findings
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Chronic dilutionShare count +48%/yr over 3y (dilution, book value/share -92%)
- Notable holderHeld by 5 notable fund(s): FMR LLC, RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC +2 more (as of 2026-03-31)
- Trial resultTrial topline data reported — see 8-K for outcome 8-K ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Return on equity
-209.1%
Return on assets
-105.5%
Current ratio
5.2×
Tangible book value
$30M
Cash & investments
$56M
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2025-12-11 | Erdtmann Rainer M | Buy | 30K | $1.43 |
| 2025-12-02 | Hitchcock Michael J.M. | Buy | 100K | $0.99 |
| 2025-12-01 | Erdtmann Rainer M | Buy | 10K | $1.05 |
| 2025-11-28 | Erdtmann Rainer M | Buy | 40K | $1.10 |
| 2025-01-31 | Erdtmann Rainer M | Gift | 10K | — |
| 2025-01-31 | Erdtmann Rainer M | Gift | 10K | — |
| 2025-01-31 | Erdtmann Rainer M | Gift | 10K | — |
| 2025-01-31 | Erdtmann Rainer M | Gift | 10K | — |
| 2025-01-31 | Erdtmann Rainer M | Gift | 10K | — |
| 2025-01-31 | Erdtmann Rainer M | Gift | 10K | — |
| 2025-01-28 | Erdtmann Rainer M | Gift | 40K | — |
All non-derivative Form 4 activity (SEC), newest first.
Clinical trials
| Trial | Title | Phase | Status | Primary completion |
|---|---|---|---|---|
| NCT07502508 ↗ | Phase 2 Trial of Icovamenib in Participants With Type 2 Diabetes Mellitus Who Are Not Achieving Glycemic Targets While Using GLP-1-Based Therapy Type 2 Diabetes | PHASE2 | Recruiting | 2027-06-01 |
| NCT07502495 ↗ | Phase 2 Trial of Icovamenib in Participants With Type 2 Diabetes Who Are Not Achieving Glycemic Targets Type 2 Diabetes | PHASE2 | Recruiting | 2027-06-01 |
| NCT07223216 ↗ | Study of BMF-650 in Otherwise Healthy Overweight or Obese Adult Participants Obesity | PHASE1 | Active Not Recruiting | 2026-05-01 |
| NCT05918692 ↗ | A Phase 1 Study of BMF-500 in Adults With Acute Leukemia Acute Myeloid Leukemia | PHASE1 | Active Not Recruiting | 2026-04-01 |
| NCT07254286 ↗ | Food Effect Study in Healthy Volunteers Healthy Volunteer | PHASE1 | Completed | 2026-01-14 |
| NCT06152042 ↗ | Phase 2 Trial of BMF-219 in Participants With Type 1 Diabetes Mellitus Type 1 Diabetes Mellitus | PHASE2 | Terminated | 2025-05-20 |
| NCT05153330 ↗ | Study of BMF-219, a Covalent Menin Inhibitor, in Adult Patients With AML, ALL (With KMT2A/ MLL1r, NPM1 Mutations), DLBCL, MM, and CLL/SLL Acute Myeloid Leukemia, Acute Lymphoblastic Leukemia | PHASE1 | Terminated | 2025-02-13 |
| NCT05631574 ↗ | Study of Covalent Menin Inhibitor BMF-219 in Adult Patients With KRAS Driven Non-Small Cell Lung Cancer, Pancreatic Cancer, and Colorectal Cancer Non Small Cell Lung Cancer, Pancreatic Cancer | PHASE1 | Terminated | 2025-01-15 |
| NCT05731544 ↗ | Study of BMF-219 in Healthy Adult Subjects and in Adult Subjects With Type 2 Diabetes Mellitus (T2D) Type 2 Diabetes Mellitus | PHASE1/PHASE2 | Completed | 2024-11-18 |
Source: ClinicalTrials.gov (U.S. NIH) · active studies first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-11 | 2026-06-10 | 0001193125-26-266687 ↗ |
| 8-K | 2026-05-11 | 2026-05-11 | 0001193125-26-217037 ↗ |
| 10-Q | 2026-05-11 | 2026-03-31 | 0001193125-26-217074 ↗ |
| 8-K | 2026-04-28 | 2026-04-27 | 0001193125-26-183710 ↗ |
| 10-K | 2026-03-24 | 2025-12-31 | 0001193125-26-121825 ↗ |
| 8-K | 2026-03-24 | 2026-03-24 | 0001193125-26-121811 ↗ |
| 8-K | 2026-02-25 | 2026-02-25 | 0001193125-26-068375 ↗ |
| 8-K | 2026-01-14 | 2026-01-14 | 0001193125-26-012908 ↗ |
| 8-K | 2025-11-04 | 2025-11-04 | 0001193125-25-264631 ↗ |
| 10-Q | 2025-11-04 | 2025-09-30 | 0001193125-25-264679 ↗ |
| 8-K | 2025-10-07 | 2025-10-06 | 0001193125-25-233614 ↗ |
| 8-K | 2025-10-06 | 2025-10-06 | 0001193125-25-231903 ↗ |