Biomea Fusion, Inc. Stock Price, News & Analysis

Biomea Fusion (NASDAQ: BMEA) presented COVALENT-111 results at WCIRDC (Dec 3-6, 2025) showing durable glycemic and C‑peptide improvements with icovamenib, a selective menin inhibitor for insulin‑deficient type 2 diabetes. Data reported durable and continuous treatment effect at week 52 (9 months post last dose), exposure‑response for HbA1c, improved long‑term insulin secretion, benefit in prior GLP‑1 “failures,” and generally good tolerability with no related serious adverse events or AE‑related discontinuations. The abstract will appear in Metabolism: Experimental and Clinical and the presentation will be posted on Biomea Fusion’s investor relations site.

Biomea Fusion (Nasdaq: BMEA) will deliver an oral presentation of Week 52 long-term follow up data for icovamenib at the 23rd World Congress on Insulin Resistance, Diabetes & Cardiovascular Disease (WCIRDC) in Los Angeles on Dec 3-6, 2025. The oral talk (Abstract #0062COVALENT-111) is titled "Durable Glycemic and C-Peptide Improvements with Icovamenib, a Menin Inhibitor Targeting β-Cell Restoration in Insulin-Deficient Type 2 Diabetes" and is scheduled for Dec 5, 2025, 6:15 pm–7:45 pm PST. Biomea noted it is one of six oral presentations at the meeting and said poster and presentation materials will be available on the company website.

Biomea Fusion (Nasdaq: BMEA) announced an inducement equity award granted by its compensation committee on November 26, 2025. One new employee received non-qualified stock options to purchase 7,500 shares of common stock under the company’s 2023 Inducement Equity Plan. Shares vest at 1/16 per quarter over four years, subject to continued employment. The award was granted as an inducement material to the employee entering employment in accordance with Nasdaq Listing Rule 5635(c)(4). The Plan was adopted by the board on November 17, 2023.

Biomea Fusion (Nasdaq: BMEA), a clinical-stage diabetes and obesity company, will participate in two investor conferences in early December 2025.

Key events: Piper Sandler 37th Annual Healthcare Conference on December 2, 2025 in New York, with a fireside chat at 8:00 AM ET and one-on-one meetings; and Evercore 8th Annual Healthcare Conference on December 3, 2025 in Coral Gables, with a fireside chat at 7:30 AM ET and one-on-one meetings. An audio webcast and a replay will be available via Biomea Fusion's News & Events page under Investors & Media.

Biomea Fusion (Nasdaq: BMEA) will participate in a fireside chat at the Jefferies London Healthcare Conference on November 17, 2025 at 4:30 PM GMT and will hold one-on-one investor meetings on November 17–18, 2025 in London.

An audio webcast of the presentation will be available live and a replay will be posted on the company’s News & Events page under Investors & Media.

Biomea Fusion (Nasdaq: BMEA) presented preclinical data at ObesityWeek 2025 for two candidates: BMF-650, an oral small-molecule GLP-1 receptor agonist, and icovamenib combined with low-dose semaglutide.

BMF-650 showed potent biased GLP-1 agonism, strong incretin-driven insulin release, oral bioavailability of 33% in rats and 54% in monkeys, dose-dependent glycemic improvement, and 12–15% body weight reduction in obese cynomolgus monkeys after 28 days; no aminotransferase elevations were observed. A Phase I study in healthy obese patients is enrolling with 28-day weight-loss data expected in 1H 2026.

Icovamenib plus low-dose semaglutide in ZDF rats produced superior outcomes vs semaglutide alone including ~60% lower fasting glucose, 50% lower AUC, >1% HbA1c reduction by Day 28 and >2% by Day 39, 75% lower HOMA-IR, and ~10% greater total body weight loss with lean mass preservation. Clinical evaluation of icovamenib add-on to GLP-1 therapy is planned to begin in Q4 2025 with first patient dosing expected Q1 2026.

Biomea Fusion (Nasdaq: BMEA) reported Q3 2025 results and clinical progress on Nov 4, 2025. Key clinical highlights include durable 52‑week Phase II icovamenib data showing a sustained 1.5% mean HbA1c reduction at Week 52 in severe insulin‑deficient T2D (Arm B, p=0.01) and a 1.3% HbA1c reduction in GLP‑1 treated patients. Icovamenib showed no treatment‑related serious adverse events in the 52‑week follow‑up. The company dosed the first patient in Phase I for BMF‑650 and presented combination preclinical data with semaglutide.

Finance and operations: Biomea raised approximately $68M gross via two public offerings, held $47.0M cash at Sept 30, 2025, reduced operating expenses >50% YoY, and cut headcount to ~40, extending runway into Q1 2027.

Biomea Fusion (Nasdaq:BMEA) will present two poster presentations at ObesityWeek 2025, held November 4-7, 2025 in Atlanta, Georgia.

The posters scheduled for November 4, 2025 at 7:30 p.m. ET cover:

• Poster-085: Preclinical efficacy of BMF-650, an oral small-molecule GLP-1 receptor agonist.
• Poster-136: Icovamenib plus semaglutide: combination data showing enhanced weight loss while preserving lean mass in ZDF rats.

All abstracts will be published in the peer-reviewed Obesity journal supplement and additional information will be provided in line with ObesityWeek abstract embargo policies.

Biomea Fusion (Nasdaq: BMEA) announced the first patient has been dosed in a Phase I trial of BMF-650, an oral small-molecule GLP-1 receptor agonist for obesity. Preclinical primate studies showed dose-dependent weight loss: ~12% at 10 mg/kg and ~15% at 30 mg/kg over 28 days, with appetite suppression and a favorable safety profile. The Phase I study will evaluate safety, tolerability and preliminary efficacy in overweight or obese participants, with 28-day weight-loss data at the highest dose expected in the first half of 2026.