NASDAQ$BMEA

Biomea Fusion Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Reported second quarter 2023 financial results and business highlights.

Biomea Fusion reported second quarter results with a cash position of $223.3 million. The company highlighted positive clinical data from its BMF-219 program in type 2 diabetes and initial responses in relapsed/refractory AML from its COVALENT-101 trial.

  • Reported additional positive clinical data from the first two cohorts of patients with type 2 diabetes from ongoing Phase I/II study evaluating BMF-219.
  • Reported initial topline data from ongoing Phase I clinical trial showcasing initial responses in relapsed/refractory Acute Myeloid Leukemia (AML).
  • Continued enrolling four liquid tumor cohorts in ongoing Phase I study of BMF-219, and three KRAS-mutated solid tumors in ongoing Phase I study of BMF-219.
  • Continued advancing second product candidate, BMF-500, a novel third generation covalent inhibitor of fms-like tyrosine kinase 3 (FLT3), toward the clinic; initiated a Phase I study of BMF-500.

Headline financials

EPS (adj)

-$0.70

Previous: -$0.59-18.6%
Capital Expenditures

$417K

Previous: -$368K+213.3%
Free Cash Flow

-$26.2M

Previous: -$17.6M-48.8%
Net Income

-$24.9M

Previous: -$17.3M-44.3%
Operating Income

-$27.7M

Previous: -$17.5M-58.3%
Cash & Equivalents

$223M

Previous: $150M+48.7%
Total Assets

$249M

Previous: $162M+53.8%
Stock-Based Comp

$3.44M

Previous: $2.56M+34.3%

Revenue & EPS history

Biomea Fusion · Revenue · Quarterly

-$0.51

Q2 2025

Forward guidance

Biomea Fusion anticipates completing dose escalation in COVALENT-111 by YE 2023, initiating the dose expansion portion of COVALENT-111 in Q1 2024, and initiating a clinical trial in Type 1 Diabetes patients in Q1 2024. They also anticipate reporting additional details of the clinical data set of AML/ALL patients dosed in the COVALENT-101 study at an upcoming medical conference.

Tailwinds

  • Complete dose escalation in COVALENT-111 (YE 2023)
  • Initiate dose expansion portion of COVALENT-111 (Q1 2024)
  • Initiate a clinical trial in Type 1 Diabetes patients (Q1 2024)
  • Report additional details of this clinical data set of AML/ALL patients dosed in the COVALENT-101 study at an upcoming medical conference

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 17 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

+5.2%

Avg return

Earnings day

+3.3%

Avg return

5 days after

+3.0%

Avg return

30 days after

40%

8 / 20 earnings

Positive

+109.7%

Q4 2022

Best reaction

-16.7%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+15.3%-13.5%-23.7%
Q3 2025-0.7%-4.3%-21.0%
Q2 2025+0.6%-3.2%+21.5%
Q1 2025-1.3%-4.6%+73.0%
Q4 2024+1.2%-7.8%-8.7%
Q3 2024-16.7%-27.2%-43.4%
Q1 2024+6.7%+3.7%-9.1%
Q4 2023-14.4%-14.8%-22.6%
Q3 2023-6.8%-7.9%+16.3%
Q2 2023-2.4%-9.3%-22.2%
Q1 2023-3.3%+2.6%+12.5%
Q4 2022+109.7%+101.0%+84.6%
Q3 2022-15.6%-29.4%-43.3%
Q2 2022+3.3%+11.8%+8.5%
Q1 2022+35.2%+69.4%+127.2%
Q4 2021-13.8%-7.7%-36.2%
Q3 2021+7.6%+2.0%-7.9%
Q2 2021-0.6%-11.0%-3.4%
Q1 2021-0.3%+7.9%-21.4%
Q4 2020-0.3%+7.9%-21.4%
Q3 2020
Q2 2020
Q1 2020

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro