secwatch.observer — SEC 8-K summary ====================================== Issuer: Biomea Fusion, Inc. (BMEA) CIK: 0001840439 Form: 8-K Filed at: 2026-05-11T20:58:18+00:00 Accession: 0001193125-26-217037 Event type: earnings Sentiment: positive Materiality: 0.55 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Biomea Fusion Q1 net loss $12.4M; cash $45.1M; icovamenib Phase II T2D data due Q4 2026 -------------------------------------------------------------------------------- - Net loss $12.4M ($1.6M SBC) vs $29.3M in Q1 2025; cash, equivalents & restricted cash $45.1M at Mar 31, 2026; runway into Q1 2027. - R&D expenses $9.1M (down from $22.9M YoY); G&A $3.7M (down from $6.8M). - Icovamenib chronic tox studies completed; Phase II T2D trials COVALENT-211/-212 dosing; topline 26-week data expected Q4 2026. - Phase II T1D COVALENT-112: 52% C-peptide AUC increase at week 12 (200mg); preservation through week 52; plan for investigator-sponsored trial. - Phase I GLP-1 obesity trial (BMF-650, GLP-131) ongoing; initial 28-day weight data expected Q2 2026. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1840439/000119312526217037/0001193125-26-217037-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1840439/000119312526217037/bmea-20260511.htm HTML page: https://secwatch.observer/filing/0001193125-26-217037 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer