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BMEA Stock Analysis - Biomea Fusion, Inc. AI Rating

BMEA Nasdaq Pharmaceutical Preparations DE CIK: 0001840439
Recently Updated • Analysis: Mar 21, 2026 • SEC Data: 2025-09-30
AI Rating
STRONG SELL
95% Confidence

📊 BMEA Key Takeaways

Revenue: $5.4M
Net Margin: -1,233.5%
Free Cash Flow: $-56.4M
Current Ratio: 3.18x
Debt/Equity: 0.00x
EPS: $-1.45
AI Rating: STRONG SELL with 95% confidence

Investment Thesis

Biomea Fusion is a pre-revenue stage pharmaceutical company burning significant cash with minimal revenue generation and substantial operating losses. The company faces critical runway constraints despite maintaining a strong cash position, with operating cash burn of -$56.4M annually against only $46.6M in cash reserves.

BMEA Strengths

  • + Strong liquidity position with $46.6M in cash and 3.18x current ratio
  • + No long-term debt burden providing financial flexibility
  • + Early-stage biotech model with R&D focus appropriate for drug development

BMEA Risks

  • ! Severe operating losses of -$71.8M with only $5.4M revenue indicates minimal commercial traction
  • ! Negative free cash flow of -$56.4M annually creates urgent funding need within 12 months
  • ! Extreme negative margins (-1233.5% net margin) indicate business model is not yet viable
  • ! No insider purchases in 90 days suggests lack of management confidence
  • ! High cash burn relative to remaining runway creates existential dilution risk

Key Metrics to Watch

BMEA Financial Metrics

Revenue
$5.4M
Net Income
$-66.4M
EPS (Diluted)
$-1.45
Free Cash Flow
$-56.4M
Total Assets
$55.2M
Cash Position
$46.6M

💡 AI Analyst Insight

Strong liquidity with a 3.18x current ratio provides a solid financial cushion.

BMEA Profitability Ratios

Gross Margin N/A
Operating Margin -1,333.5%
Net Margin -1,233.5%
ROE -425.2%
ROA -120.3%
FCF Margin -1,048.1%

BMEA vs Healthcare Sector

How Biomea Fusion, Inc. compares to Healthcare sector averages

Net Margin
BMEA -1,233.5%
vs
Sector Avg 12.0%
BMEA Sector
ROE
BMEA -425.2%
vs
Sector Avg 15.0%
BMEA Sector
Current Ratio
BMEA 3.2x
vs
Sector Avg 2.0x
BMEA Sector
Debt/Equity
BMEA 0.0x
vs
Sector Avg 0.6x
BMEA Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

BMEA Balance Sheet & Liquidity

Current Ratio
3.18x
Quick Ratio
3.18x
Debt/Equity
0.00x
Debt/Assets
71.7%
Interest Coverage
N/A
Long-term Debt
N/A

BMEA 5-Year Financial Trend

BMEA 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Biomea Fusion, Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $-2.80 indicates the company is currently unprofitable.

BMEA Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-1,048.1%
Free cash flow / Revenue

BMEA Quarterly Performance

Quarterly financial performance data for Biomea Fusion, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2022 $1.2B -$5.9M $-0.43
Q2 2022 $1.1B -$5.9M N/A
Q1 2022 $1.1B -$5.9M N/A
Q3 2021 $1.1B -$293.0K N/A
Q2 2021 $1.1B -$293.0K N/A
Q1 2021 $1.1B -$398.0K N/A

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

BMEA Capital Allocation

Operating Cash Flow
-$56.4M
Cash generated from operations
Dividends
None
No dividend program

BMEA SEC Filings

Access official SEC EDGAR filings for Biomea Fusion, Inc. (CIK: 0001840439)

📋 Recent SEC Filings

Date Form Document Action
Feb 25, 2026 8-K d95198d8k.htm View →
Jan 14, 2026 8-K d747443d8k.htm View →
Dec 15, 2025 4 xslF345X05/ownership.xml View →
Dec 4, 2025 4 xslF345X05/ownership.xml View →
Dec 2, 2025 4 xslF345X05/ownership.xml View →

Frequently Asked Questions about BMEA

What is the AI rating for BMEA?

Biomea Fusion, Inc. (BMEA) has an AI rating of STRONG SELL with 95% confidence, based on fundamental analysis of SEC EDGAR filings.

What are BMEA's key strengths?

Strong liquidity position with $46.6M in cash and 3.18x current ratio. No long-term debt burden providing financial flexibility.

What are the risks of investing in BMEA?

Severe operating losses of -$71.8M with only $5.4M revenue indicates minimal commercial traction. Negative free cash flow of -$56.4M annually creates urgent funding need within 12 months.

What is BMEA's revenue and growth?

Biomea Fusion, Inc. reported revenue of $5.4M.

Does BMEA pay dividends?

Biomea Fusion, Inc. does not currently pay dividends.

Where can I find BMEA SEC filings?

Official SEC filings for Biomea Fusion, Inc. (CIK: 0001840439) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BMEA's EPS?

Biomea Fusion, Inc. has a diluted EPS of $-1.45.

How is the AI analysis conducted?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 21, 2026 | Data as of: 2025-09-30 | Powered by Claude AI