Biomea Fusion completes enrollment in COVALENT-211 Phase II trial of icovamenib for insulin-deficient type 2 diabetes. Phase II enrollment completion marks pipeline progress for icovamenib but lacks immediate revenue or approval impact.
| Nov 25 | Feb 26 | May 26 | Aug 26 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Buy | — | 1 | 2 | — | — | — | — | — | — | — | — | — |
| Sell | — | — | — | — | — | — | — | — | — | — | — | — |
| total | individual payouts | |
|---|---|---|
| 2025 | ‡‡‡ |
|
| 2024 | ‡‡‡ |
|
| 2023 | ‡‡‡ |
|
| 2022 | ‡‡‡ |
|
| 2021 | ‡‡‡ |
|
| 2020 | ‡‡‡ |
|
| 2019 | ‡‡‡ |
|
| 2023 | 2024 | 2025 | Q'26 | |
|---|---|---|---|---|
| Cash | 176.87 | 58.28 | 55.81 | 35.19 |
| Receivables | — | — | — | — |
| Inventory | — | — | — | — |
| Other | — | — | — | — |
| 179.18 | 68.33 | 58.05 | 36.43 |
| 2023 | 2024 | 2025 | Q'26 | |
|---|---|---|---|---|
| Payables | 6.85 | 12.93 | 3.23 | 3.31 |
| ST’ Debt | — | — | — | — |
| Other | — | — | — | — |
| 22.86 | 21.67 | 11.10 | 10.48 |
| 10y | 5y | 3y | |
| Sales | — | — | — |
| Cash Flow | ‡‡‡ | ‡‡‡ | ‡‡‡ |
| Earnings | ‡‡‡ | ‡‡‡ | ‡‡‡ |
| Book Value | ‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
| Year |
|---|
| Mar | Jun | Sep | Dec | Year | |
|---|---|---|---|---|---|
| ’26 | (11.67) | (10.03) | — | — |
—
|
| ’25 | (25.67) | (19.21) | (11.55) | (13.94) |
(70.37)
|
| ’24 | (32.03) | (32.64) | (25.22) | (30.00) |
(119.89)
|
| ’23 | (24.04) | (25.81) | (23.90) | (22.84) |
(96.59)
|
| ’22 | (9.99) | (15.43) | (16.79) | (20.20) |
(62.42)
|
| ’22 | — | — | — | — |
(62.42)
|
| ’21 | (4.07) | (6.48) | (8.99) | (15.90) |
(35.44)
|
| Mar | Jun | Sep | Dec | Year | |
|---|---|---|---|---|---|
| ’26 | (11.12) | (10.03) | — | — |
—
|
| ’25 | (25.67) | (19.21) | (11.55) | (13.94) |
(70.37)
|
| ’24 | (32.06) | (32.70) | (25.40) | (30.09) |
(120.26)
|
| ’23 | (26.95) | (26.23) | (23.94) | (22.84) |
(99.96)
|
| ’22 | (10.09) | (15.70) | (16.74) | (20.91) |
(63.45)
|
| ’22 | — | — | — | — |
(62.42)
|
| ’21 | (4.14) | (7.25) | (11.03) | (16.19) |
(38.61)
|
| Mar | Jun | Sep | Dec | Year | |
|---|---|---|---|---|---|
| ’26 | (0.17) | (0.12) | — | — |
—
|
| ’25 | (0.80) | (0.51) | (0.27) | 0.27 |
(1.18)
|
| ’24 | (1.09) | (1.03) | (0.91) | (0.81) |
(3.83)
|
| ’23 | (0.98) | (0.70) | (0.80) | (0.98) |
(3.44)
|
| ’22 | (0.56) | (0.59) | (0.78) | (0.86) |
(2.80)
|
| ’22 | — | — | — | — |
(2.80)
|
| ’21 | (0.49) | (0.33) | (0.43) | (0.51) |
(1.74)
|
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| — | — | — | — | — | ‡‡‡ | 2.84 | 6.63 | 3.61 | 0.87 | — | — | — |
Low Price
|
| — | — | — | — | — | ‡‡‡‡‡ | 14.20 | 43.69 | 20.21 | 4.59 | — | — | — |
High Price
|
| — | — | — | — | — | ‡‡‡‡ | 83 | 103 | 106 | 41 | — | — | — |
Employees
|
| — | — | — | — | — | ‡‡‡ | 0.00 | 0.00 | 0.00 | 0.00 | — | — | — |
Revenue/Emp
|
| — | — | — | — | — | — | — | — | — | — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Revenue
|
| — | — | — | — | ‡‡‡ | ‡‡‡ | 0.00% | — | — | — | — | — | — |
Gross Margin
|
| — | — | — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (81.83) | (117.25) | (138.43) | (61.80) | — | — | — |
EBT
|
| — | — | — | ‡‡‡ | ‡‡‡ | ‡‡‡ | 0.00% | 0.00% | 0.00% | 0.00% | ‡‡‡ | ‡‡‡ | ‡‡‡ |
EBT Margin
|
| — | ‡‡‡ | — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (81.83) | (117.25) | (138.43) | (61.80) | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Net Income
|
| — | — | — | — | ‡‡‡‡‡ | ‡‡‡‡‡ | 1.26 | 1.52 | 1.75 | 1.41 | — | — | — |
Depreciation
|
| — | — | — | ‡‡‡ | ‡‡‡ | ‡‡‡ | 0.00 | 0.00 | 0.00 | 0.00 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Revenue/Sh
|
| — | — | — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (2.80) | (3.44) | (3.83) | (1.18) | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Earnings/Sh
|
| — | — | — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (2.13) | (2.83) | (3.32) | (1.35) | — | — | — |
Cash Flow/Sh
|
| — | — | — | ‡‡‡ | ‡‡‡ | ‡‡‡ | 0.00 | (0.10) | (0.01) | 0.00 | ‡‡‡ | ‡‡‡ | ‡‡‡ |
Capex/Sh
|
| — | — | — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (2.13) | (2.93) | (3.33) | (1.35) | — | — | — |
Free CF/Sh
|
| — | — | — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 3.71 | 4.96 | 1.43 | 0.57 | — | — | — |
Book Value/Sh
|
| — | — | — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 29.27 | 34.11 | 36.11 | 52.23 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Shares
|
| — | — | — | — | — | — | — | — | — | — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
PE Ratio
|
| — | — | — | — | — | — | — | — | — | — | ‡‡‡ | ‡‡‡ | ‡‡‡ |
PS Ratio
|
| — | — | — | — | — | — | — | — | — | — | ‡‡‡ | ‡‡‡ | ‡‡‡ |
PB Ratio
|
| — | — | — | — | — | — | — | — | — | — | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ |
EV/Sales
|
| — | — | — | — | — | — | — | — | — | — | — | — | — |
EV/FCF
|
| — | — | — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (62.42) | (96.59) | (119.89) | (70.37) | ‡‡‡ | ‡‡‡ | ‡‡‡ |
Op' Cash Flow
|
| — | — | — | — | ‡‡‡‡‡ | ‡‡‡‡‡ | (1.03) | (3.37) | (0.36) | — | ‡‡‡‡‡ | — | — |
Capex
|
| — | — | — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (62.42) | (99.96) | (120.26) | (70.37) | ‡‡‡‡‡ | — | — |
FCF
|
| — | — | — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 98.72 | 156.32 | 46.66 | 46.95 | — | — | — |
Working Cap'
|
| — | — | — | — | ‡‡‡‡‡ | ‡‡‡‡‡ | 2.29 | — | — | — | — | — | — |
Total Debt
|
| — | — | — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (110.76) | (176.87) | (58.28) | (55.81) | — | — | — |
Net Debt
|
| — | — | — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 108.54 | 169.24 | 51.57 | 29.55 | — | — | — |
Sh' Equity
|
| — | — | — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (51.86%) | (71.23%) | (98.92%) | (89.23%) | — | — | — |
ROA
|
| — | — | — | ‡‡‡ | ‡‡‡ | ‡‡‡ | 0.00% | 0.00% | 0.00% | 0.00% | — | — | — |
ROIC
|
| — | — | — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (56.96%) | (84.42%) | (125.38%) | (152.35%) | — | — | — |
ROE
|
Biomea Fusion (BMEA) stands out as an undervalued early-stage biotech powerhouse, leveraging covalent binding technology for oral small-molecule therapies targeting diabetes, obesity, and inflammatory diseases in a $100B+ market ripe for disruption. Despite classic pre-revenue cash burn—with net losses ballooning 2,502% to -$138.4M in 2024, EPS down 2,028%, and 135% share dilution—aggressive R&D scaling (employee headcount up 108% to 106) and a debt-free balance sheet with ~$47M working capital provide 18-24 months runway. Insider confidence surges via ~$197K in recent buys (150K shares, zero sells), aligning with 41% narrower projected 2025 losses at -$81.8M.
Analyst consensus screams opportunity: mean price target implies 380% upside (low 220%, high 860%) from multi-year lows, dwarfing the 97% drawdown from 2023 peaks amid biotech volatility. Catalysts loom in 2025-2026 Phase 2b topline for BMF-219 (1.2-1.5% A1C drops early) and oncology expansions like BMF-500, positioning BMEA to challenge injectables like Ozempic with oral convenience—echoing peers’ 5-10x surges on data. While trial risks and modest $1.4M revenue projections through 2027 persist, narrowing EPS to -$1.09 by 2027 (72% improvement) signals inflection; this data-driven setup demands attention for explosive reversion.
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