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Biomea Fusion (BMEA) investor relations material
Biomea Fusion 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic focus and pipeline overview
Focus on diabetes and obesity with main assets: icovamenib (for diabetes) and BMF-650 (for weight loss); GLP-131 is also in Phase 1 as a non-peptide oral GLP-1 receptor agonist.
Icovamenib is a selective oral menin inhibitor targeting beta cell failure, aiming to address the root cause of diabetes rather than just symptoms.
BMF-650 is an oral GLP-1 receptor agonist designed for improved bioavailability, consistent efficacy, and significant weight loss in preclinical models.
Preclinical and clinical data showed enhanced GLP-1 receptor expression and insulin transcript levels, supporting improved beta-cell function.
Clinical data and efficacy
Icovamenib showed sustained A1C (HbA1c) reduction up to 52 weeks post-treatment, with a placebo-adjusted drop of about 1.5 points.
Increased insulin secretion (C-peptide) and beta cell mass observed in preclinical and clinical studies.
Significant A1C reduction also seen in patients failing GLP-1 therapy, with effects persisting after treatment.
Higher drug exposure correlates with greater A1C reduction; future dosing will require administration with food for optimal exposure.
Preclinical and clinical data support improved beta-cell function and disease modification.
Safety and tolerability
Icovamenib was generally well-tolerated over 52 weeks, with no treatment-related serious adverse events or discontinuations; mild, transient increases in liver enzymes resolved without intervention.
Most common adverse events included mild diarrhea, headache, and transient liver enzyme elevations, all resolving without treatment interruption.
BMF-650 showed no ALT or AST elevations in preclinical and early clinical studies.
- TimeTickerHeadlineOpen
- 6 FebWASH
Q4 2025 net income up 48%, adjusted EPS up 41%, AUA $7.8B, dividend yield 7.58%. - 6 FebJ
Strong growth, digital innovation, and margin expansion drive robust multi-year financial outlook. - 6 Feb004020
Operating profit rose on cost savings and high-value sales, with major US expansion underway. - 6 FebJOUT
Net sales up 31%, gross margin at 36.6%, and net loss narrowed to $3.3 million. - 6 FebPECO
Record 2025 occupancy and 7% Core FFO growth; 2026 targets 5.5% FFO growth and strong acquisitions. - 6 FebPROV
Q2 FY2026 net income rose 65% year-over-year, with higher margins and strong credit quality. - 6 FebNVDA
AI-driven digital twins and accelerated computing are set to revolutionize industrial design and manufacturing. - 6 FebCDP
2025 FFO/share rose 5.8% to $2.72, with strong leasing and investment; 2026 guidance signals more growth. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and major new contracts in space technology. - 6 FebCRI
Net loss widened to 7.5m PLN in H1 2024 as revenue fell and R&D costs remained high.
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