NASDAQ$BMEA

Biomea Fusion Inc · Q2 2024 earnings

Q2 2024 earnings · · After market close · Investor relations

Briefing

Biomea Fusion Inc reported financial results for the second quarter of 2024 with increased R&D spending and a larger net loss.

The company recorded no revenue and a net loss of $37.3 million for the three months ended June 30, 2024, driven by higher research and development expenses of $31.8 million. Cash and cash equivalents stood at $113.3 million at quarter end. Management continues to advance clinical programs for BMF-219 and BMF-500 while addressing a recent FDA clinical hold on diabetes trials.

  • Net loss widened to $37.3 million from $24.9 million in Q2 2023 due to elevated R&D and G&A costs.
  • Research and development expenses rose 45% year-over-year to $31.8 million, reflecting expanded clinical trial activity.
  • Cash position declined to $113.3 million, supporting operations amid ongoing development programs.
  • Stock-based compensation totaled $4.8 million for the quarter, allocated across R&D and G&A functions.

Headline financials

Total Revenue

$0.00

No prior period
EPS (adj)

-$1.03

Previous: -$0.70-47.1%
R&D Expenses

$31.8M

No prior period
G&A Expenses

$7.07M

No prior period
Total Operating Expenses

$38.9M

No prior period
Interest and Other Income

$1.62M

No prior period
Stock-Based Compensation

$4.84M

No prior period
Capital Expenditures

-$59K

Previous: $417K-114.1%
Net Income

-$37.3M

Previous: -$24.9M-49.7%
Operating Income

-$38.9M

Previous: -$27.7M-40.6%
Cash & Equivalents

$113M

Previous: $223M-49.3%
R&D Expense

$31.8M

No prior period
Stock-Based Comp

$4.84M

Previous: $3.44M+40.9%

Revenue & EPS history

Biomea Fusion · Revenue · Quarterly

$0

Q2 2024

Forward guidance

Topline data from Phase 2b COVALENT-111 and Phase 2a COVALENT-112 expected in Q4 2024; dose escalation for COVALENT-101, 102, and 103 targeted for completion by year-end 2024.

Tailwinds

  • Clinical data readouts anticipated in fourth quarter 2024
  • Dose escalation progress across multiple oncology trials

Headwinds

  • Clinical hold on diabetes INDs requires resolution with FDA
  • Continued net losses and cash burn expected

Historical earnings impact

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

Avg. return before/after earnings

Based on 17 quarterly earnings reports

Historical avg

+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
Q2 2024
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

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