BMEA Biomea Fusion Inc

$BMEA I spoke with a friend of mine, who weighs over 100 kg (220+ lbs) and previously tried traditional GLP-1 drugs. While effective at first—after a tedious dose-escalation phase—it became completely unbearable mid-term: severe gastric issues, persistent diarrhea, vomiting, and noticeable muscle loss. It got so bad he was at risk of losing his job, forcing him to stop the treatment altogether. He told me he’d infinitely prefer a modest ~3% weight loss per month, or even over two months, as long as it comes without debilitating side effects. Tolerability and quality of life matter far more than aggressive numbers. Super promising—this is exactly where the true strength of BMF-650 lies.

$BMEA Honestly, opportunities like this don’t ofter show up. A few months from now, if the stock is back above $2, a lot of people will look in the rear-view mirror and say : why didn’t I buy, or why didn’t I buy more. Same story, every time. Be objective and look at the facts. The BMF-650 obesity results are far from bad — I’d say they’re good. Tolerability looked excellent: no severe or serious adverse events, no side-effect discontinuations, and a very rapid titration that was still well tolerated. Everyone can see that. A lot of people are just pretending they didn’t, for now. That won’t last. Now look at type 2 and type 1 diabetes. The mechanism has already been shown, and it should soon be shown on a larger scale. Partnerships, in my view, are coming. And then the cherry on top: OPAL. At least go and find out what that program is actually about. It’s ambitious. I’d even say that if only that project delivers, this company is worth several billion. That’s my read. Do your own work.

$BMEA In the summer of 2027, bmea shares will be worth over $5, and investors will be rewarded.

$BMEA yeah. This whole things is now getting valued at about 2X their cash on hand ($20-24M) for multi-billion dollar drug candidates (3 of them) that have passed every test so far. I continue to be mind blown.

$BMEA If big US and European pharma don’t have the nerve to partner with Biomea on what looks like a breakthrough treatment, maybe it’s time for you to talk to Chinese players instead. They’re often bolder, faster to move, and sitting on enormous capital — and they’d be glad to get there before the Americans do. To Biomea’s management team: time to wake up and use the Chinese networks you already seem to have. That’s what I read into the photo you posted on your official Twitter/X page from the BIO 2026 event.

$BMEA One of the core issues with Retail Investors is they look at the clinical biopharma share price as its value. This is fundamentally wrong. BMEA is worth the fair market value of it's 3 core assets. If you have BMEA stock and want to know the company's real value; ask for the r(NPV) of its 3 primary assets. Your AI program will give you a current value for BMF-219, BMF-500 and BMF-650. Short sellers & Market Makers are constantly manipulating share price; which no Big Pharma gives a shit about. BMEA, like every clinical Biopharma is worth the value of its pharmaceutical assets. So the next time you see a stock under short attack and the share price cratering; remember, you lose when you sell below the core asset values. In M&A; never have I ever sat in the Board Room pending an acquisition & discussed a buyout where the discussion extended beyond the r(NPV) of the pharmaceutical assets. Never, ever, will BP give a shit about anything else and neither should you.

$BMEA Just bought 6750 shares at 0.6885. Got my average down to 1.18 and am taking advantage of these prices to increase my ownership of the company! Bears/shorts fully in control of the stock and board but thats ok! I fully believe in the pipeline of THREE DRUGS THAT WORK! The leadership is experienced and i am hopeful execution will improve. We will see a bottom soon i believe. Was busy working away in the hospital the last few days and just caught up with a very bearish board! Longs, keep the faith! I posted this morning as a BUY is real talk and not random noise!

$BMEA I suspect the latest short interest is now between 18 and 20M shares, which is about 25% of the total available shares. That's huge. Look at the latest short share availability: zero! There have been no shares available to short since October 22nd. Any PR, and it's a short squeeze. Last but not least, remember to disable share lending with your broker

$BMEA the three drugs in the pipeline are worth more than 45M Not to mention the 30M plus in cash. This was all short volume to be at this price. Drop the news of a partner and fry the enemy.

$BMEA mean while analysts $4, $8, $12…… The stock is at .67 because short sellers sold a stock eveyone is holding and not selling. Drop the partnership news tomorrow and end the short permanently.

$BMEA It is not about how fast you lose weight, but how safely and with how few side effects you can maintain the target weight. In my view, this is the biggest driver for BMF-650.

$BMEA yeah we have safe weight loss and the other drugs have patients strapped to a porta potty.

$BMEA Just bought another 8,500 shares at 0.818. Thank you to whomever allowed me to increase my ownership stake in our company. Dollar cost averaging down makes sense to me. Do your own DD and hold for sure and buy if you can IMHO! LFG!

$BMEA Biomea added an Events page entry last night that is empty except for the dates and calendar links for Obesity Week on Nov. 14th. A search revealed that they are presenting "First-in-human BMF-650" by Kirschberg on Monday, Nov. 16th.

$BMEA ​"Biomea Fusion has three pipeline candidates built on a game-changing platform technology. BMF-500 showed significant overall survival (OS) improvement, BMF-650 demonstrated a solid safety and tolerability profile, and Icovenabib increased pancreatic beta-cell production in preliminary studies. ​I honestly wonder about the US equity market sometimes—a high-potential company like this gets heavily shorted and hit with extreme volatility. Back in Finland, investors stay cool-headed and play the long game. Nobody likes drawdown, but you have to stick to your thesis. Without a disciplined strategy, biotech is one of the most stressful sectors you can invest in. You really need to do thorough due diligence (DD) here. The biotech 'valley of death' is real and protracted, but if you can stock-pick effectively, the upside potential is massive.

$BMEA my unsupported thought of the day is either this is what transitioning from retail ownership to institutional ownership looks like in real time or we all got scammed. I’m hoping on option 1 since I’m so heavily invested here. If there’s no partner or one coming soon Mick is a terrible CEO and should go quietly into retirement. If anything proposed comes to fruition for funding then I’ll give him GOAT status. So many things have transpired that could have easily been foreseen and have been allowed to occur. Just seems odd to me really…

$BMEA Everyone seems blindsided, treating Biomea like a conventional biotech doomed by its cash runway. Look closer: existing trials largely funded, new investigator-led studies externally supported, R&D shut down, ~35 employees, interim CEO, no CFO, no CMO. What if Erdtmann’s endgame isn’t running a biotech but SELLING one? Today’s SP is irrelevant compared with the exit price. Imagine a confidential, worldwide, all-cash auction BEFORE Phase II readouts. No CVRs. Every pharma must decide NOW what exclusive ownership of a potentially disease-modifying diabetes drug is worth—or risk losing it forever to a competitor. Hundreds of millions? A billion or more? What would Lilly, Novo, Sanofi and others bid against each other for that possibility? Maybe we’re watching an M&A endgame, not a financing crisis.

$BMEA gonna pump above $1 Monday. Have a nice weekend all. Just remember when this goes it will shoot, the over reaction this week, weakened the current position, but that all can change very fast and likely will be no warning next time.

$BMEA 💥💥💥💥🚨🚨🚨 $63 M of Market cap.. that is a gigantic joke. A company with TD2 and TD1 assets so promising... And an obesity drug that finally is going to be a huge success.... ( between us, the BMF650 data readout is extremely positive overall). That is 8s a gigantic joke I went all in since the $0.8 price range. 🚨🚨🚨💥💥💥

$BMEA If you review the Pharmacokinetics of the BMF-650 trial and remove the 2 starving placebo patients, the data becomes immaculate. Without a question the cleanest & most efficacious pill. It has the characteristics of a one dose fits all oral small molecules GLP-1 pill. A single max dose 400mg oral tablet that caused literally nothing over a grade 1 GI issue while hitting 6.1% weight loss is a HOLY GRAIL of GLP-1 medications. I know few of you realize this, but as a scientist, this Pharmacokinetic profile is a definite breakthrough & resets the bar for all GLP-1's in existence. Cohort 6 is administering 400mg max dose right from the start. That is incomprehensible with any other oral GLP-1. My confidence in BMF-650 from a scientific perspective is higher than any medication in any medical sector. As most of you know, I have friends at the FDA and they share these same perspectives after review of how the drug performed as a next generation GLP-1 oral pill. I'm buying.