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Dec 31, 2023

Biomea Fusion Q4 2023 Earnings Report

Reported fourth quarter and full year results, highlighting progress in diabetes and oncology programs.

Key Takeaways

Biomea Fusion reported a net loss of $34.9 million for Q4 2023 and ended the quarter with $177.2 million in cash, cash equivalents, and restricted cash. The company highlighted positive data from its Phase 2 trial in type 2 diabetes and the initiation of a Phase 2 study in type 1 diabetes.

Reported Phase 2 data in type 2 diabetes patients supporting the disease-modifying potential of BMF-219.

Initiated a Phase 2 study of BMF-219 in type 1 diabetes patients.

Reported initial topline data from Phase 1 study of BMF-219 in acute myeloid leukemia (AML).

Ended the fourth quarter of 2023 with a cash position of $177.2 million.

Total Revenue
$6.14M
EPS
-$0.98
Previous year: -$0.86
+14.0%
Gross Profit
$5.01M
Cash and Equivalents
$177M
Previous year: $113M
+56.3%
Free Cash Flow
-$22.8M
Previous year: -$20.9M
+9.2%
Total Assets
$200M
Previous year: $129M
+54.6%

Biomea Fusion

Biomea Fusion

Forward Guidance

Biomea Fusion anticipates key milestones in 2024, including completing enrollment and reporting data from Phase 2 trials in type 2 and type 1 diabetes, advancing oncology programs, and announcing a third development candidate.

Positive Outlook

  • Complete and report the results of dosing and follow-up of over 200 type 2 diabetes patients enrolled in Phase 2 expansion cohorts.
  • Report data from 40 patients enrolled in the open label portion of Phase 2 study in type 1 diabetes patients.
  • Complete dose escalation steps in liquid and solid tumor studies of BMF-219 and BMF-500.
  • Establish recommended Phase 2 dose (RP2D) for COVALENT-101 in liquid tumors.
  • Announce a third development candidate from the Biomea FUSION™ Platform technology.