Biomea Fusion Announces KOL Presentation and Interview on Menin and Icovamenib at WCIRDC 2025

Rhea-AI Summary

Biomea Fusion (Nasdaq: BMEA) announced a KOL interview and WCIRDC 2025 presentation on Dec 9, 2025 featuring Dr. Ralph DeFronzo discussing menin inhibitors and the company’s candidate icovamenib.

Dr. DeFronzo reviewed mechanistic rationale, clinical insights from COVALENT-111, long‑term follow‑up data, and emerging combination data with GLP‑1 therapies. The interview is on the astr<60 platform and the WCIRDC Session 12 presentation is available on‑demand.

Key Figures

Q3 2025 net loss $16.4M Q3 2025 10-Q

Q3 loss per share $0.27 Basic and diluted, Q3 2025

Operating expenses $20.8M Q3 2025 10-Q

Cash and equivalents $47.0M As of Sept 30, 2025

Warrant liability $17.9M Fair value of common warrants, June 2025 issuance

October 2025 offering price $2.05 Per unit public offering price, 424B5 (Oct 7, 2025)

October gross proceeds $25.0M Approximate gross proceeds from Oct 6, 2025 offering

Shares outstanding 70,703,639 As of Oct 31, 2025 (10-Q)

Market Reality Check

$1.34 Last Close

Volume Volume 1,429,433 is slightly below the 1,519,008 20-day average (~0.94x). normal

Technical Shares at $1.34 are trading below the $1.86 200-day moving average and far under the $6.57 52-week high.

Peers on Argus 1 Up

Among biotech peers, movements are mixed: EQ appeared in momentum scanners, moving up about 5.54%, while others like CRBP and ZNTL were down and KALA/PYXS were up. This contrasts with BMEA’s modest -0.74% move and suggests stock-specific dynamics rather than a unified sector trend.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Dec 05	Clinical data update	Positive	+3.9%	COVALENT-111 data at WCIRDC showing durable glycemic and C‑peptide benefits.
Dec 01	Conference presentation	Positive	-7.3%	Announcement of Week 52 icovamenib oral presentation at WCIRDC.
Dec 01	Inducement grant	Neutral	-7.3%	Equity inducement award of 7,500 stock options under 2023 Inducement Plan.
Nov 24	Investor conferences	Neutral	+2.9%	Planned participation in Piper Sandler and Evercore healthcare conferences.
Nov 10	Investor conference	Neutral	+0.0%	Jefferies London Healthcare Conference fireside chat and meetings announcement.

Pattern Detected

Recent clinically focused news on icovamenib has produced mixed price reactions, while routine corporate or conference updates often showed divergence between news tone and price moves.

Recent Company History

Over the past month, Biomea Fusion has focused on showcasing icovamenib and maintaining investor visibility. On Dec 5, durable glycemic and C‑peptide improvements from COVALENT‑111 at WCIRDC were followed by a +3.89% move. Earlier, a Dec 1 oral presentation announcement and an inducement grant coincided with -7.34% reactions each. November conference participation at Piper Sandler, Evercore, and Jefferies produced small or flat moves. Today’s KOL-led discussion of menin inhibition and icovamenib extends this WCIRDC-focused clinical communication arc.

Regulatory & Risk Context

Active S-3 Shelf Registration 2025-08-05

The company has an active S-3 shelf registration filed on 2025-08-05, with an expiration on 2028-08-05. It has been used at least 2 times via prospectus supplements on 2025-10-06 and 2025-10-07, indicating an established mechanism for future capital raises if needed.

Market Pulse Summary

This announcement centers on expert validation of menin inhibition and icovamenib through a KOL interview and scientific presentation at WCIRDC 2025. It builds on recent COVALENT‑111 data showing durable glycemic and C‑peptide effects. Against this scientific backdrop, investors must also weigh fundamentals: a Q3 net loss of $16.4M, cash of $47.0M as of September 30, 2025, and ongoing use of an S-3 shelf for financing. Future updates on trial progress and funding plans remain key watchpoints.

Key Terms

menin inhibitors medical

"Future of Menin Inhibitors” and discusses icovamenib and its clinical results"

Menin inhibitors are medicines that block the activity of the menin protein, which acts like a key connector that helps certain cancer cells turn on growth programs. By disrupting that connection, these drugs can slow or stop tumors that rely on menin-driven pathways from growing. Investors care because menin inhibitors represent a targeted drug class with potential to address hard-to-treat blood cancers; clinical trial results, regulatory approval, and commercial uptake drive value and risk.

menin inhibition medical

"discussed the mechanistic rationale for menin inhibition, the clinical insights"

Menin inhibition is a drug approach that blocks the activity of menin, a protein that helps certain cancer cells turn on genes that drive their growth. Stopping menin is like removing a key assistant that hands a bully its megaphone—it can silence the gene programs tumors rely on, slowing or shrinking disease. For investors, menin inhibitors matter because they represent a targeted therapy strategy whose clinical trial results and regulatory decisions can strongly affect company value and market opportunity.

beta cell function medical

"role of restoring beta cell function in insulin deficient diabetes by inhibiting menin"

Beta cell function is the ability of specialized cells in the pancreas to detect blood sugar levels and release the right amount of insulin to keep glucose under control. For investors, it matters because many drugs, medical devices, and diagnostics aim to preserve or restore this control—improvements can reduce disease complications, expand treatment markets, and drive regulatory milestones, much like a more accurate thermostat improves a whole heating system’s performance.

glp-1 based therapies medical

"combination of icovamenib and GLP-1 based therapies and its impact"

GLP-1 based therapies are medicines that copy a naturally occurring hormone to help control blood sugar and reduce appetite, often used for type 2 diabetes and weight management. They matter to investors because they treat large patient groups and can generate sustained sales like a blockbuster product; regulatory approvals, pricing, patent protection and public perception of safety all directly affect a company’s revenue potential and stock value.

glycemic control medical

"GLP-1 based therapies and its impact on glycemic control, insulin secretion"

Management of blood sugar levels over time to keep them within a target range, like using a thermostat to maintain a comfortable room temperature. It matters to investors because better glycemic control reduces complications, hospital visits and long-term costs, which affects demand for drugs, devices and services, reimbursement decisions, and a healthcare product’s market value and revenue potential.

AI-generated analysis. Not financial advice.

• Key Opinion Leader, Dr. Ralph DeFronzo presents the “Future of Menin Inhibitors” and discusses icovamenib and its clinical results shared during WCIRDC 2025 in online interview
  
  

SAN CARLOS, Calif., Dec. 09, 2025 (GLOBE NEWSWIRE) -- Biomea Fusion, Inc. (Nasdaq: BMEA), a clinical stage diabetes and obesity company, today announced the release of a KOL interview during the 23rd World Congress on Insulin Resistance, Diabetes & Cardiovascular Disease (WCIRDC 2025) featuring Dr. Ralph DeFronzo, Professor of Medicine and Chief of the Diabetes Division at UT Health San Antonio. The interview highlights the growing body of preclinical and clinical findings supporting the use of icovamenib in patients with diabetes.

As part of the astr<60 series, Dr. DeFronzo discussed the mechanistic rationale for menin inhibition, the clinical insights from the COVALENT-111 study, and the potential role of restoring beta cell function in insulin deficient diabetes by inhibiting menin. He also reviewed emerging data on the combination of icovamenib and GLP-1 based therapies and its impact on glycemic control, insulin secretion, and beta cell biology. The interview is available on the astr<60 platform.

In addition to the interview, Dr. DeFronzo delivered a scientific presentation at WCIRDC 2025 available to watch on-demand starting today. During Session 12 titled Important Science in Cardiorenal Metabolism, Dr. DeFronzo presented “What Does the Future Hold for Menin Inhibitors and Insulin Sensitizers” where he discussed therapeutics in the space and highlighted menin with its impact in diabetes. He described icovamenib’s potential as a potentially disease modifying therapy for diabetes and reviewed long term follow up data from clinical studies.

“We greatly appreciate Dr. DeFronzo’s continued leadership and independent scientific evaluation of emerging therapies in diabetes. He is one of the field’s most respected and forward-thinking principal investigators in diabetes care,” said Ramses Erdtmann, COO & President of Biomea Fusion. “His perspectives on icovamenib underscore the growing recognition of menin inhibition as a promising approach for diabetes care. While more than 60 therapies are available for type 2 diabetes, none have shown the potential to restore beta cell mass and function, a critical unmet need for patients with insulin deficient type 2 diabetes and for those who remain uncontrolled on GLP-1 based therapies. We carry a great responsibility to ensure we swiftly develop icovamenib and execute the clinical studies required for its development.”

About astr<60
astr<60 is a webinar series created by astr partners for biotech and finance leaders seeking clear, practical insights in less than an hour. Each session focuses on a timely topic influencing the future of biotechnology and the capital markets and features perspectives from leading experts across the industry.

About Icovamenib
Icovamenib is an investigational, orally bioavailable, potent, and selective covalent inhibitor of menin. The proposed mechanism of action for icovamenib in diabetes is selective and partial inhibition of menin, a regulator of beta cell quantity and function, thereby enabling the proliferation, preservation, and reactivation of a patient’s own healthy, functional, insulin-producing beta cells. As the first non-chronic therapy for T2D, icovamenib could become an important addition to the diabetes treatment landscape once it has successfully completed its ongoing clinical studies.

About Menin’s Role in Diabetes
Loss of functional beta cell mass is a core component of the natural history in both types of diabetes — type 1 diabetes (mediated by autoimmune dysfunction) and T2D (mediated by metabolic dysfunction). Beta cells are found in the pancreas and are responsible for the synthesis and secretion of insulin. Insulin is a hormone that helps the body use glucose for energy and helps control blood glucose levels. In patients with diabetes, beta cell mass and function have been observed to be diminished, leading to insufficient insulin secretion and hyperglycemia. Menin is thought to act as a brake on beta cell turnover and growth, supporting the notion that inhibition of menin could lead to the regeneration of normal, healthy beta cells. Based on these and other scientific findings, Biomea is exploring the potential for icovamenib-mediated menin inhibition as a viable therapeutic approach to treat T2D.

About Type 2 Diabetes
Diabetes is considered a chronic health condition that affects how the body turns food into energy and results in excessive glucose in the bloodstream. Over time, this can cause serious health problems and damage vital organs. Most people with diabetes have a shorter life expectancy than people without this disease. The Centers for Disease Control and Prevention estimates about two in five adults in the United States are now expected to develop diabetes during their lifetime. More than 38 million people of all ages (about 11% of the US population) have diabetes today. 98 million adults (more than one in three) have prediabetes, blood glucose levels that are higher than normal but not high enough to be classified as diabetes. Diabetes is also one of the largest economic burdens on the United States health care system with one out of every four dollars in US health care spending on caring for people with diabetes. Despite the current availability of many diabetes medications, there remains a significant need in the treatment and care of patients with diabetes.

About Severe Insulin-Deficient Diabetes
Within the population of people with T2D, severe insulin deficient diabetes is a clinically recognized subtype of T2D characterized by profoundly impaired insulin secretion (significantly reduced beta cell function) and poor glycemic control. People with diabetes with severe insulin deficiency often present with higher HbA1c levels at diagnosis, lower body mass index compared to insulin-resistant patients, and a rapid decline in beta cell function. This group represents a very high unmet medical need, with the highest risk of complications such as retinopathy and neuropathy, and typically progresses the fastest to insulin therapy. Addressing the underlying beta cell dysfunction in this population offers an important opportunity to slow or potentially reverse disease progression.

About Biomea Fusion  
Biomea Fusion is a clinical-stage biopharmaceutical company advancing oral small molecule therapies, icovamenib and BMF-650, for diabetes and obesity. These programs target metabolic disorders, a global health challenge affecting nearly half of Americans and one-fifth of the world’s population. Biomea’s mission is to deliver transformative treatments that restore health for patients living with diabetes, obesity, and related conditions. We aim to cure.

Visit us at www.biomeafusion.com and follow us on LinkedIn, X and Facebook. 

Contact:
Meichiel Jennifer Weiss
Sr. Director of Investor Relations and Corporate Development
ir@biomeafusion.com

FAQ

What did Biomea Fusion announce about icovamenib at WCIRDC 2025 (BMEA)?

Biomea Fusion released a KOL interview and an on‑demand WCIRDC 2025 presentation where Dr. Ralph DeFronzo discussed icovamenib clinical insights and long‑term follow‑up from COVALENT-111.

Where can investors watch Dr. Ralph DeFronzo’s icovamenib presentation from WCIRDC 2025?

The scientific presentation from Session 12 is available to watch on‑demand and the KOL interview is available on the astr<60 platform.

What clinical study did Dr. DeFronzo reference for icovamenib at WCIRDC 2025?

He referenced clinical insights and long‑term follow‑up data from the COVALENT-111 study.

Did Dr. DeFronzo discuss combining icovamenib with GLP‑1 therapies (BMEA)?

Yes; he reviewed emerging data on icovamenib combined with GLP‑1 based therapies and its impact on glycemic control and insulin secretion.

What mechanistic benefit did Dr. DeFronzo highlight for menin inhibition in diabetes?

He discussed menin inhibition’s potential to restore beta cell function and its role as a potentially disease‑modifying approach for insulin‑deficient diabetes.