BMEA - NASDAQ
Biomea Fusion, Inc.
$1.38
+6.2%Biomea Fusion, Inc., a biopharmaceutical company, focuses on the discovery and development of covalent small molecule drugs to treat patients with genetically defined cancers and metabolic diseases. Its lead product candidate is BMF-219, an orally bioavailable, potent, and selective covalent inhibitor of menin, a transcriptional regulator in oncogenic signaling in multiple cancers. The company was incorporated in 2017 and is headquartered in Redwood City, California.
At a Glance
Live SnapshotBiomea Fusion, Inc. Street Expectations Map
Wall Street analysts project that BMEA stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 20.20, with estimates ranging from a low of 10.00 to a high of 40.00.
The consensus 1-year price target stands at 20.20, with estimates ranging from a low of 10.00 to a high of 40.00.
Analyst Consensus Analysis
Upside Potential
Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.
Analyst Agreement
High uncertainty. Very wide target spread indicates significant disagreement among analysts—major valuation uncertainty or transformation underway.
Analyst Conviction
High uncertainty: Wide dispersion indicates analysts struggle to agree on valuation—proceed with caution and independent analysis.
Market Sentiment Insight
High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.
Biomea Fusion, Inc. Forward Estimates of Revenue
Forward Growth Analysis
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Mixed signals—some positive indicators offset by concerns about growth or uncertainty.
Biomea Fusion, Inc. Forward Estimates of Net Income
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Wide estimate range reveals significant forecast uncertainty and potential volatility.
Mixed signals—some positive indicators offset by concerns about growth or uncertainty.
Key Insight
High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomes—suggests elevated risk and potential volatility.
Biomea Fusion, Inc. Forward Estimates of EPS
Forward Growth Analysis
Moderate growth expected, typical for mature businesses with stable market positions.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Wide estimate range reveals significant forecast uncertainty and potential volatility.
Mixed signals—some positive indicators offset by concerns about growth or uncertainty.
Key Insight
High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomes—suggests elevated risk and potential volatility.
Biomea Fusion, Inc. Forward Estimates of EBIT
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Mixed signals—some positive indicators offset by concerns about growth or uncertainty.
Biomea Fusion, Inc. Forward Estimates of EBITDA
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Mixed signals—some positive indicators offset by concerns about growth or uncertainty.
Biomea Fusion, Inc. Forward Estimates of SG&A Expense
Forward Growth Analysis
Significant contraction projected—major business challenges or industry disruption likely.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Analyst skepticism evident—carefully evaluate risks before investment decisions.
Biomea Fusion, Inc. Insider Positioning
During the last 12 months, insiders have purchased $4.43M worth of BMEA shares, with no selling activity reported.
3 Months
0
0.00
0
0.00
+0
+$0
3-6 Months
30.0K
43.00K
0
0.00
+43K
+$43K
6-9 Months
150.0K
153.73K
0
0.00
+154K
+$154K
9-12 Months
2.5M
4.23M
0
0.00
+4.2M
+$4.23M
Top Buyers
Erdtmann Rainer M
Director, Officer: See Remarks
$2.01M
Hitchcock Michael J.M.
Director, Officer: Interim Ceo
$1.50M
Ray Sumita
Director
$230K
Chen Bihua
Director, 10 Percent Owner:
$230K
Aguiar Eric
Director
$230K
Top Sellers
No selling activity
Insider Activity Analysis
Net Insider Sentiment
Strong bullish signal with $4.43M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.
Buy/Sell Ratio
Perfect buy/sell ratio. Only buying activity with zero selling—the most bullish possible insider signal.
Insider Participation
5 insider buyers vs. 0 sellers. Broad-based buying across management team suggests widespread confidence.
Insider Activity Insight
Compelling insider conviction: The combination of strong buy/sell ratio and multiple buyers suggests insiders see attractive risk/reward. Consider this alongside fundamental analysis for confirmation.
Related Guides
Continue your BMEA research with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.