Biomea FusionBMEA
About: Biomea Fusion Inc is a clinical-stage diabetes and obesity medicines company focused on the discovery and development of oral covalent small-molecule drugs to treat patients with metabolic diseases. The company uses its proprietary FUSION System discovery platform to develop a pipeline of novel small-molecule product candidates. Its principal clinical program's drug candidate, icovamenib, is being developed as an orally bioavailable, 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. The company is also developing BMF-650, an investigational, oral small-molecule GLP-1 RA, which has the potential to be a therapeutic option for diabetes and obesity.
Employees: 79
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
10% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 29
0% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]
4.39% less ownership
Funds ownership: 63.26% [Q4 2024] → 58.87% (-4.39%) [Q1 2025]
12% less funds holding
Funds holding: 107 [Q4 2024] → 94 (-13) [Q1 2025]
31% less call options, than puts
Call options by funds: $687K | Put options by funds: $991K
47% less capital invested
Capital invested by funds: $89M [Q4 2024] → $47M (-$42M) [Q1 2025]
52% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 21
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
D. Boral Capital Jason Kolbert | 578%upside $16 | Buy Maintained | 13 Jun 2025 |
Piper Sandler Edward Tenthoff | 197%upside $7 | Overweight Assumed | 3 Jun 2025 |
HC Wainwright & Co. Joseph Pantginis | 663%upside $18 | Buy Maintained | 6 May 2025 |
Barclays Peter Lawson | 27%upside $3 | Equal-Weight Maintained | 2 Apr 2025 |
Financial journalist opinion









