[SCHEDULE 13G] Biomea Fusion, Inc. SEC Filing
Rhea-AI Filing Summary
Blue Owl Capital Holdings LP reports beneficial ownership of 3,800,000 shares of Biomea Fusion common stock, representing 6.13% of the outstanding class. The position is composed of 1,300,000 directly held shares and 2,500,000 shares issuable upon exercise of warrants. The filing states the percentage was calculated using the issuer's reported outstanding share count plus the warrants. The reporting person discloses shared voting and shared dispositive power over the reported shares and confirms the securities are held in the ordinary course of business and not to influence control.
Positive
- None.
Negative
- None.
Insights
TL;DR: Blue Owl holds a material passive stake—3.8M shares (6.13%)—including 2.5M warrant-backed shares.
The filing documents a meaningful institutional position in Biomea Fusion sized at 6.13% of the class. The stake combines directly held common shares and a significant warrant component, which increases potential common share exposure if exercised. Reported control is shared rather than sole, and the filer certifies the holdings are maintained in the ordinary course of business, indicating a passive, non-control intent. For investors this is a material ownership disclosure but not an active governance move.
TL;DR: Reporting shows a material but passive ownership with shared voting/dispositive power and an explicit non-control certification.
The Schedule 13G highlights that Blue Owl's position is structured without sole voting or dispositive authority, which typically signals limited direct influence on board or strategy. The declaration that securities are not held to change control further supports a passive investor profile. The presence of 2.5M exercisable warrants is governance-relevant because exercise would convert contingent instruments into common shares, altering ownership percentages and potential influence metrics under different scenarios.