BMEA Biomea Fusion Inc

$BMEA THIS IS NOT A FAILED DRUG. IT’S A TRIAL DESIGN ISSUE! BMF-650 showed promising weight loss and tolerability. The unusual placebo response clouded the results, NOT proof the drug failed. And remember: ICOVAMENIB IS THE MAIN EVENT! 💎 The diabetes pipeline and upcoming COVALENT-211/212 readouts are the real long-term catalysts. One messy obesity trial doesn’t erase the bigger opportunity. I’M HOLDING LONG. THE STORY IS FAR FROM OVER! 🔥🚀

$BMEA I spoke with a friend of mine, who weighs over 100 kg (220+ lbs) and previously tried traditional GLP-1 drugs. While effective at first—after a tedious dose-escalation phase—it became completely unbearable mid-term: severe gastric issues, persistent diarrhea, vomiting, and noticeable muscle loss. It got so bad he was at risk of losing his job, forcing him to stop the treatment altogether. He told me he’d infinitely prefer a modest ~3% weight loss per month, or even over two months, as long as it comes without debilitating side effects. Tolerability and quality of life matter far more than aggressive numbers. Super promising—this is exactly where the true strength of BMF-650 lies.

$BMEA my unsupported thought of the day is either this is what transitioning from retail ownership to institutional ownership looks like in real time or we all got scammed. I’m hoping on option 1 since I’m so heavily invested here. If there’s no partner or one coming soon Mick is a terrible CEO and should go quietly into retirement. If anything proposed comes to fruition for funding then I’ll give him GOAT status. So many things have transpired that could have easily been foreseen and have been allowed to occur. Just seems odd to me really…

$BMEA well good luck to everyone who continues to hold. I lost well over $100,000 on this play and it stings but shit happens. There were thousands of warning signs along the way, and I chose not to pay attention to them believing the drug results would outweigh management fumbles. Well painful learning session lol

$BMEA It is not about how fast you lose weight, but how safely and with how few side effects you can maintain the target weight. In my view, this is the biggest driver for BMF-650.

$BMEA lost hard her and on $MLTX . Going to start shorting his stocks he is bullish on lol. Seriously he is probably is a pumper that shorts stocks.

$BMEA I’m sorry for you guys. Should have just stuck with $SLS. The same goes with $RFL. Somebody fkd you over. 😔

$BMEA Folks, despite the objectively clumsy execution here, remember that Biomea has: THREE DISTINCT DRUGS THAT WORK. BMF-219 - Flagship in Phase 2B BMF-500 - Phase 1 Complete BMF-650 - Phase 1B to follow Clearly biomea needs help with execution and obviously capital support. Big Pharma can help with all three. A cleaned up cohort 6 for BMF-650 could show 6% weight loss at 28 days with minimal GI side effects. Do your own DD. I know there are risks here of course but there is an opportunity to strategically average down if you believe in the overall drug pipeline and he potential.

$BMEA Just bought another 8,500 shares at 0.818. Thank you to whomever allowed me to increase my ownership stake in our company. Dollar cost averaging down makes sense to me. Do your own DD and hold for sure and buy if you can IMHO! LFG!

$BMEA gonna pump above $1 Monday. Have a nice weekend all. Just remember when this goes it will shoot, the over reaction this week, weakened the current position, but that all can change very fast and likely will be no warning next time.

$BMEA 💥💥💥💥🚨🚨🚨 $63 M of Market cap.. that is a gigantic joke. A company with TD2 and TD1 assets so promising... And an obesity drug that finally is going to be a huge success.... ( between us, the BMF650 data readout is extremely positive overall). That is 8s a gigantic joke I went all in since the $0.8 price range. 🚨🚨🚨💥💥💥

$BMEA well spotted ! Smart strategic update by Biomea on COVALENT-212! Broadening eligibility criteria accelerates enrollment, ensuring the company hits its timeline to complete recruitment. Meanwhile, streamlining the public registry is a standard, tactical move by seasoned biotechs. Rather than falling into statistical multiplicity traps with secondary endpoints, Biomea lasers in on the ultimate metric that matters: significant HbA1c reduction at 26 weeks in T2D patients on GLP-1 therapy. Removing secondary/exploratory outcomes from the public mandate frees Biomea from rigid registry reporting constraints, keeping exploratory biomarkers flexible for proprietary presentation at medical congresses. A clean, de-risked study design paving the way for a major menin breakthrough!

$BMEA has taken a lot of flack on here but I spotted this too in the readout. This drug seems to retain metabolic performance and have little to any side effects. That sets it up as the lifestyle next gen drug for most people trying to lose moderate to substantial weight and keep it off with ease. Hard to believe that this plus the entire IP and other drug candidates are being valued at like $30-40M right now. Absolute insanity.

$BMEA If you review the Pharmacokinetics of the BMF-650 trial and remove the 2 starving placebo patients, the data becomes immaculate. Without a question the cleanest & most efficacious pill. It has the characteristics of a one dose fits all oral small molecules GLP-1 pill. A single max dose 400mg oral tablet that caused literally nothing over a grade 1 GI issue while hitting 6.1% weight loss is a HOLY GRAIL of GLP-1 medications. I know few of you realize this, but as a scientist, this Pharmacokinetic profile is a definite breakthrough & resets the bar for all GLP-1's in existence. Cohort 6 is administering 400mg max dose right from the start. That is incomprehensible with any other oral GLP-1. My confidence in BMF-650 from a scientific perspective is higher than any medication in any medical sector. As most of you know, I have friends at the FDA and they share these same perspectives after review of how the drug performed as a next generation GLP-1 oral pill. I'm buying.

$BMEA All major covering firms to date have explicitly reiterated their Buy or Outperform ratings & left their existing price targets unchanged this morning: 1. Citizens (JMP Securities): Reiterated Market Outperform & maintained their $7.00 price target. They noted the data successfully validated BMF-650 as a highly active, well-tolerated asset perfectly capable of supporting a strategic corporate partnership. 2. H.C. Wainwright & Co.: Reiterated Buy & maintained their $4.00 price target. 3. Brookline Capital Markets: Reiterated Buy and maintained their $10.00 price target. The analyst consensus continues to view BMF-650 as a pristine safety profile & the 6.1% raw weight reduction in Cohort 5 as a major clinical victory, treating the unadjusted placebo metrics as a minor operational hurdle that the upcoming Cohort 6 is directly engineered to resolve. Cohort 6 has already started preliminary administrative work adding it to the existing BMF-650 clinical trial. NO HOUSED PATIENTS.

$BMEA As my partners and I tear into all the data we are getting a whole new appreciate for the work of Dr Kirschberg. This man is a God Damn Genius! Anyone that loads up on this stock will be a millionaire by February. You can attack me all you want but you better agree to come back in late Dec when Cohort 6 prints because this will be Epic! The early results of a detailed analysis of this data is ground breaking.... say what you want but the science underneath the data tells a story of impeccable pharmacokinetics and pharmacodynamics never seen in GLP-1's before. Our deep dive is still a ways from completion but we are very surprised at what the subset data actually says about BMF-659. I will say it again; anyone that buys BMEA stock now will be a millionaire by February. Our early projections for Cohort 6; as an outpatient max dose once a day 400mg pill are groundbreaking and we hope to have them within a few days. I WOULD BUY BMF-650 MYSELF IF THEY WOULD SELL IT TO ME.

$BMEA 6.1% weight loss after a single titration step and very good GI profile is a homerun result - only to be overshadowed by disastrous trial execution… This moleculeis is too good not be snapped up by a bigger player and run a Cohort 6 trial to clear the placebo debacle. I believe it will.

$BMEA The following is NOT INTENDED TO BE SARCASM. I know some people on here have a seemingly pathological disdain for certain pumpers on this board (whom I will not name but you all know who they are), but I think they are needed now more than ever. The trial results were good. The stock reaction was not. Some people need to have their anxiety quelled by reading positive vibes and content that reaffirms their preconceived notions so they do not fall into full despair. I think it is great that, no matter how detached from reality some pumpers might sometimes be, the pumpers bring positivity to those who felt depressed after the results. If those folks can hold on until the diabetes readouts, they just may be rewarded.

$BMEA yeah. We are just at the beginning of the GLP phase of metabolic meds. It’s going to become equally important on the lifestyle and convenience and side effects issues as the total %. Most people don’t need to lose 20-30% of their body weight and most could with the proper diet and exercise but can’t overcome the inertia. $BMEA has an answer for that huge market. And it may have the biggest jump on true disease reversal for T1/T2. And for that it’s valued at around $30-40M over its cash levels? Unreal.

$BMEA I was really not looking to get into another bio, but the more I dig, the more I like. Dammit