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Biomea Fusion (BMEA)
NASDAQ:BMEA
US Market
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Biomea Fusion (BMEA) AI Stock Analysis

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BMEA

Biomea Fusion

(NASDAQ:BMEA)

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Neutral 44 (OpenAI - 5.2)
Rating:44Neutral
Price Target:
$1.50
▼(-32.13% Downside)
Action:Reiterated
Date:06/12/26
The score is primarily held back by weak financial fundamentals (no revenue, ongoing losses/cash burn, and a shrinking equity base) and bearish technicals (below key moving averages with negative MACD). Corporate events add some offset from positive Phase 2 results, but valuation support is limited due to negative earnings and no dividend data.
Positive Factors
Differentiated Phase 2 T1D results
Durable 52-week preservation of beta cell function with no new safety signals positions icovamenib as a differentiated, disease-modifying approach in T1D. Structurally, this expands potential patient populations and supports advancement into new Phase 2 designs and combination strategies, strengthening pipeline optionality over the medium term.
Negative Factors
Pre-commercial, no revenue
Zero product revenue means the company remains fully dependent on financing, grants, or partnerships to fund operations. Structurally this leaves cash runway and dilution risk central to viability; without commercialization or recurring collaboration income, profitability and free cash generation remain distant objectives.
Read all positive and negative factors
Positive Factors
Negative Factors
Differentiated Phase 2 T1D results
Durable 52-week preservation of beta cell function with no new safety signals positions icovamenib as a differentiated, disease-modifying approach in T1D. Structurally, this expands potential patient populations and supports advancement into new Phase 2 designs and combination strategies, strengthening pipeline optionality over the medium term.
Read all positive factors

Biomea Fusion (BMEA) vs. SPDR S&P 500 ETF (SPY)

Biomea Fusion Business Overview & Revenue Model

Company Description
Biomea Fusion, Inc. is a biopharmaceutical firm dedicated to discovering and developing innovative covalent small molecule therapies. These treatments are specifically designed for individuals suffering from genetically defined cancers and various...
How the Company Makes Money
Biomea Fusion’s revenue model is primarily based on (1) collaboration and licensing arrangements, if and when in place, and (2) financing activities (e.g., equity offerings) used to fund operations while products are in development. As a clinical-...

Biomea Fusion Financial Statement Overview

Summary
Pre-commercial profile with zero revenue and persistently large operating losses and cash burn. Positives include meaningfully improving net loss and operating cash outflow versus 2024 and low leverage, but equity/assets have eroded sharply, increasing future funding risk.
Income Statement
18
Very Negative
Balance Sheet
50
Neutral
Cash Flow
22
Negative
BreakdownTTMDec 2025Mar 2025Mar 2024Dec 2022Dec 2021
Income Statement
Total Revenue0.000.000.000.000.000.00
Gross Profit-593.00K-1.41M0.000.000.000.00
EBITDA-46.12M-60.39M-136.68M-115.74M-81.14M-41.32M
Net Income-44.95M-61.80M-138.43M-117.25M-81.83M-41.57M
Balance Sheet
Total Assets46.38M58.57M79.94M199.93M129.31M185.71M
Cash, Cash Equivalents and Short-Term Investments44.69M55.81M58.28M176.87M113.05M173.52M
Total Debt1.24M1.59M8.77M10.30M2.29M2.85M
Total Liabilities27.67M29.02M28.36M30.69M20.77M6.92M
Stockholders Equity18.72M29.55M51.57M169.24M108.54M178.78M
Cash Flow
Free Cash Flow-56.25M-70.37M-120.26M-99.96M-63.45M-38.61M
Operating Cash Flow-56.25M-70.37M-119.89M-96.59M-62.42M-35.44M
Investing Cash Flow550.00K0.00-362.00K-2.22M27.34M-33.35M
Financing Cash Flow64.53M67.90M1.67M163.80M1.24M153.19M

Biomea Fusion Technical Analysis

Technical Analysis Sentiment
Positive
Last Price2.21
Price Trends
50DMA
1.39
Positive
100DMA
1.43
Negative
200DMA
1.44
Negative
Market Momentum
MACD
<0.01
Negative
RSI
56.70
Neutral
STOCH
73.98
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BMEA, the sentiment is Positive. The current price of 2.21 is above the 20-day moving average (MA) of 1.25, above the 50-day MA of 1.39, and above the 200-day MA of 1.44, indicating a neutral trend. The MACD of <0.01 indicates Negative momentum. The RSI at 56.70 is Neutral, neither overbought nor oversold. The STOCH value of 73.98 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BMEA.

Biomea Fusion Risk Analysis

Biomea Fusion disclosed 91 risk factors in its most recent earnings report. Biomea Fusion reported the most risks in the "Tech & Innovation" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Biomea Fusion Peers Comparison

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
51
Neutral
$7.86B-0.30-43.30%2.27%22.53%-2.21%
48
Neutral
$502.06M-7.78-22.51%1199.64%30.81%
47
Neutral
$145.33M2.02-23.05%24.46%
47
Neutral
$100.37M-0.72-666.47%-100.00%46.40%
46
Neutral
$89.61M-1.31-26.58%-1.44%11.50%
44
Neutral
$101.94M-1.59-196.72%74.83%
41
Neutral
$21.15M-0.49-84.91%-40.23%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BMEA
Biomea Fusion
1.41
-0.28
-16.57%
AGEN
Agenus
3.49
-1.69
-32.63%
INO
Inovio Pharmaceuticals
1.22
-0.11
-8.27%
ATOS
Atossa Therapeutics
2.12
-10.57
-83.29%
OVID
Ovid Therapeutics
2.69
2.32
619.25%
SEER
Seer
1.62
-0.56
-25.69%

Biomea Fusion Corporate Events

Executive/Board ChangesShareholder Meetings
Biomea Fusion Shareholders Reject Director Nominees, Ratify Auditor
Negative
Jun 11, 2026
At the Annual Meeting of Stockholders held on June 10, 2026, Biomea Fusion shareholders voted on director elections and auditor ratification, with 43,924,456 of the 72,299,440 eligible common shares present or represented by proxy. The two Class I...
Business Operations and Strategy
Biomea Fusion Reports Positive Phase 2 T1D Trial Results
Positive
Apr 28, 2026
On April 27, 2026, Biomea Fusion reported positive 52-week results from its Phase 2 COVALENT-112 trial of icovamenib in adults with Stage 3 type 1 diabetes, showing substantial and durable preservation of beta cell function after only 12 weeks of ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jun 12, 2026