Sep 30, 2023

Biomea Fusion Q3 2023 Earnings Report

Reported third quarter 2023 financial results and corporate highlights.

Key Takeaways

Biomea Fusion reported a net loss of $28.4 million for the third quarter of 2023. They had a cash position of $199.5 million at the end of the third quarter. Clinical trials for BMF-219 in type 1 and type 2 diabetes are progressing, and the first patient was dosed with BMF-500 in a Phase I clinical trial.

Demonstrated durable HbA1c lowering in the escalation portion of ongoing Phase II study in type 2 diabetes (COVALENT-111).

Expansion portion of COVALENT-111 cleared and actively enrolling in the U.S. and Canada; expected to enroll approximately 200 adults with type 2 diabetes.

Investigational new drug (IND) application cleared for Phase II clinical trial of BMF-219 in type 1 diabetes (COVALENT-112); enrollment of 150 adults with type 1 diabetes anticipated to begin in Q4 2023.

Dosed first relapsed/refractory AML patient with BMF-500, Biomea’s novel third generation investigational oral covalent inhibitor of FMS-like tyrosine kinase 3 (FLT3).

EPS
-$0.8
Previous year: -$0.78
+2.6%
R&D Expenses
$25.3M
G&A Expenses
$5.77M
Gross Profit
-$1.11M
Previous year: -$344K
+222.7%
Cash and Equivalents
$199M
Previous year: $134M
+49.1%
Free Cash Flow
-$23.9M
Previous year: -$16.7M
+43.0%
Total Assets
$225M
Previous year: $145M
+55.2%

Biomea Fusion

Biomea Fusion

Forward Guidance

Biomea Fusion is focused on advancing its clinical trials for BMF-219 and BMF-500, with anticipated milestones including reporting topline data for the escalation portion of COVALENT-111 and dosing the first patient in COVALENT-112.

Positive Outlook

  • Report topline data for the escalation portion in Q4 2023 to include multiple BMF-219 dosing cohorts.
  • Start enrollment of expansion portion of COVALENT-111 at two dose levels including 100 mg and 200 mg, with a fourth cohort following the completion of the escalation portion.
  • Dose the first patient in COVALENT-112.
  • Report additional details of the clinical data set of AML/ALL patients dosed in the COVALENT-101 study at an upcoming medical conference.
  • Continued site activation and patient enrollment to establish optimal dose levels across all three solid tumor indications (NSCLC, CRC and PDAC with an activating KRAS mutation).