BMEA
Biomea Fusion, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Jun 5 Biomea Fusion presented new clinical and translational data for icov…
- E Jun 5 FDA: Biomea Fusion Presents New Clinical and Translational Data…
- R Sep 22 Biomea Fusion is conducting a dilutive underwritten public offering…
- E Sep 22 Offering: Biomea Fusion Announces Proposed Public Offering of Securi…
- E Sep 23 Offering: Biomea Fusion Announces Termination of Proposed Public Off…
- A Oct 7 Brookline Capital initiates
- R Oct 13 Biomea Fusion reported Phase 1 topline data for BMF-650, its next-ge…
- E Oct 13 FDA: Biomea Fusion Announces Phase 1 Results for BMF-650, its I…
Signal stack
Where each data set points today.
- InsidersNO TRADES
No open-market buys or sells in 12 months. Recent filings are awards, exercises and tax withholding.
- InstitutionsMIXED
Q2 2026: 6 added (0 new), 4 trimmed or exited.
- AnalystsBULLISH
11 of 13 rate it Buy or better. Every target is above the price.
- EstimatesRISING
Current-quarter EPS estimate −$0.270 → −$0.220 over 90 days. 2 up, 0 down in 30 days.
- TrendDOWNTREND
55% below its 50-day average. New closing low $0.5850 on Oct 22.
- SocialQUIET
No Reddit mentions this week. Last mention Oct 14.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| ROYAL BANK OF CANADA | TRIM | — |
| MARSHALL WACE, LLP | ADD | $3.0M |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | $1.0M |
| JANE STREET GROUP, LLC | ADD | $673.7K |
| MAI Capital Management | DOUBLED | $425.0K |
| NORTHERN TRUST CORP | TRIM | $188.9K |
| CITADEL ADVISORS LLC | NEAR_EXIT | $66.0K |
| OSAIC HOLDINGS, INC. | ADD | $15.9K |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
13 analystsPrice is below the lowest target. Median implies +860%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 14, 2026 | Citizens REITERATE | Market Outperform |
| Oct 14, 2026 | HC Wainwright & Co. REITERATE | Buy |
| Oct 7, 2026 | Brookline Capital INITIATE | Buy |
| May 5, 2026 | Citizens INITIATE | Market Outperform |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 10, 2026 | Faust Elizabeth Director | AWARD | 196,299 sh |
| Apr 1, 2026 | Erdtmann Rainer M See Remarks | AWARD | 452,512 sh |
| Apr 1, 2026 | Hitchcock Michael J.M. Interim CEO | AWARD | 667,477 sh |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | -$0.22 | -$0.28–-$0.17 | +0.0% | $0.00 |
| Next Q | -$0.27 | -$0.47–-$0.17 | +0.0% | $0.00 |
| Current FY | -$0.95 | -$1.37–-$0.64 | -12.5% | $0.00 |
| Next FY | -$0.94 | -$1.40–-$0.50 | +0.0% | $0.00 |
Short side
FINRA· Oct 15, 2026SecBot reports
7 filings · 7 press releases · 3 bullish · 1 bearish · 1 mixed · 2 neutral- BULLISH 8-KOct 13, 2026
Biomea Fusion reported Phase 1 topline data for BMF-650, its next-generation oral GLP-1 receptor…
Phase 1 data de-risks BMF-650's differentiated GI tolerability profile and one-step titration, supporting partnership discussions. Watch for initiation of longer-term toxicology studies and Phase 2…
- NEUTRAL PRESS RELEASEOct 13, 2026
Biomea Fusion announced Phase 1 data for oral GLP-1 RA BMF-650 showing 1.5%-3.2% weight reduction…
Monitor for partnership/licensing announcements for BMF-650 and upcoming icovamenib clinical milestones (COVALENT-211/212 Phase 2 data). The Phase 1 data is too early to change valuation materially…
- BULLISH PRESS RELEASESep 23, 2026
Biomea Fusion terminated its proposed public offering due to unfavorable market conditions, with…
The termination removes near-term dilution pressure, which is positive for existing shareholders. However, Biomea Fusion still requires capital to fund Phase II development of icovamenib and…
- BEARISH 424B5Sep 22, 2026
Biomea Fusion is conducting a dilutive underwritten public offering of common stock and pre-funded…
Monitor the final prospectus for the actual offering size, price, and net proceeds. The stock is trading near $1.71 with massive existing warrant overhang (37M shares from prior offerings) and an…
All BMEA filing & press-release reports (14)
- 8-K reportOct 13, 2026
- PRESS-RELEASE reportOct 13, 2026
- PRESS-RELEASE reportSep 23, 2026
- 424B5 reportSep 22, 2026
- PRESS-RELEASE reportSep 22, 2026
- INST-CLUSTER reportJun 12, 2026
- PRESS-RELEASE reportJun 5, 2026
- 8-K reportMay 11, 2026
- PRESS-RELEASE reportMay 11, 2026
- 8-K reportApr 28, 2026
- PRESS-RELEASE reportApr 27, 2026
- PRESS-RELEASE reportMar 31, 2026
- PRESS-RELEASE reportMar 24, 2026
- 8-K reportFeb 25, 2026