NASDAQ$BMEA

Biomea Fusion Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Reported third quarter 2022 financial results and business highlights.

Biomea Fusion reported a net loss of $22.9 million for the third quarter of 2022, with a cash position of $133.8 million. The company continued to advance its pipeline, including BMF-219 and BMF-500, and expects to provide an update on its third development candidate in the first half of 2023.

  • Continued to establish Biomea Fusion as the next-generation leader in covalent medicines.
  • Expanded clinical development footprint of BMF-219 in multiple liquid and solid tumor indications, including first in class potential in KRAS-mutated solid tumors.
  • Continued to advance company’s second product candidate, BMF-500, a highly selective and potent covalent third generation FLT3 inhibitor, toward the clinic.
  • Cash position of $133.8 million at the end of the third quarter of 2022.

Headline financials

Total Revenue

$1.24B

Previous: $1.07B+15.4%
EPS (adj)

-$0.78

Previous: -$0.43-81.4%
Capital Expenditures

-$318K

Previous: -$2.88M+89.0%
Free Cash Flow

-$23.2M

Previous: -$15.5M-49.9%
Net Income

-$22.9M

Previous: -$12.6M-81.6%
Operating Income

-$23.5M

Previous: -$12.6M-85.8%
Gross Profit

$1.24B

Previous: $1.07B+15.4%
Cash & Equivalents

$134M

Previous: $157M-14.8%
Total Assets

$145M

Previous: $199M-27.3%
Stock-Based Comp

$2.73M

Previous: $1.92M+42.2%

Revenue & EPS history

Biomea Fusion · Revenue · Quarterly

$1.24B

Q3 2022+15.4%vs Q3 2021

Forward guidance

Biomea Fusion plans to submit IND for BMF-219 in type 2 diabetes patients before the end of 2022 and present clinical updates for AML/ALL and type 2 diabetes patients in the first half of 2023. They also plan to submit IND for BMF-500 in patients with FLT3 mutations in the first half of 2023 and provide an update on their third development candidate in the first half of 2023.

Tailwinds

  • Submit IND for BMF-219 in type 2 diabetes patients before the end of 2022
  • Present clinical update of AML/ALL patients (including those with MLL rearrangement and NPM1 mutation), dosed in COVALENT-101 study in the first half of 2023
  • Present clinical update on type 2 diabetes patients in the first half of 2023
  • Submit IND for BMF-500 in patients with FLT3 mutations in the first half of 2023
  • Present clinical update of the healthy volunteer section of our Phase I/II type 2 diabetes COVALENT-111 study of BMF-219 at a scientific meeting in 2023

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 Q3 2022

Historical avgQ3 2022

+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

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